【原创】CRM 2015/2016,SSRS 生成PDF文件,幷以附件的形式发送邮件

主要步骤如下:

  1. 生成一条邮件记录
  2. 生成一条ActivityParty记录
  3. 生成PDF文件,并以Base64添加到ActivityMimeAttachment 中去
  4. 打开发送邮件窗口,以便编辑及发送邮件

第一,生成邮件记录

CreateEmail: function () {
  var email = new Object();
  email.Subject = "Quotation";
  SDK.REST.createRecord(email, "Email", EmailCallBack, function (error) { alert(error.message); });
},

第二,当成功建好邮件记录后,我们来生成ActivityParty记录

// Email Call Back function
EmailCallBack: function (result) {
  email1 = result;
  var activityParty = new Object();
  // Set the "party" of the ActivityParty // EntityReference of an entity this activityparty relatated to.
  activityParty.PartyId = {
    Id: Xrm.Page.context.getUserId(), // id of the the current user which becomes the sender
    LogicalName: "systemuser"
  };
  // Set the "activity" of the ActivityParty
  // EntityReference.
  activityParty.ActivityId = {
    Id: result.ActivityId,
    LogicalName: "email"
  };
  // Set the participation type (what role the party has on the activity).
  activityParty.ParticipationTypeMask = { Value: 1 }; // 1 mean Sender

  SDK.REST.createRecord(activityParty, "ActivityParty", ActivityPartyCallBack, function (error) { alert(error.message); });
},

第三,当成功建好ActivityParty记录后,调用SSRS生成PDF形式的报表,并以附件形式附加到邮件中去

ActivityPartyCallBack: function (result2) {
  // Generate the pdf file to attached to the Email.
  var responseSession = getReportingSession();
  encodePdf(responseSession);
},
// create a Email record with the attachement and other parameters.
CreateEmailAttachment: function (bdy) {
  //Email attachment parameters
  var activitymimeattachment = Object();
  activitymimeattachment.ObjectId = Object();
  activitymimeattachment.ObjectId.LogicalName = "email";
  activitymimeattachment.ObjectId.Id = email1.ActivityId;
  activitymimeattachment.ObjectTypeCode = "email",
  activitymimeattachment.Subject = "File Attachment";
  activitymimeattachment.Body = bdy;
  activitymimeattachment.FileName = "Quotation.pdf";
  //Attachment call
  activitymimeattachment.MimeType = "application/pdf";

  SDK.REST.createRecord(activitymimeattachment, "ActivityMimeAttachment",ActivityMimeAttachmentCallBack, function (error) { alert(error.message); });
},

第四,打开邮件编辑窗口,以便编辑及发送邮件。

ActivityMimeAttachmentCallBack: function (result) {
  var options = {
    openInNewWindow: true
  };
  Xrm.Utility.openEntityForm("email", email1.ActivityId, null, options);
},

以下是SSRS生成PDF的代码。

//Encode the binary output pdf file to create an attachement
encodePdf: function (responseSession) {

  var retrieveEntityReq = new XMLHttpRequest();

  var pth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + responseSession[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + responseSession[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";

  retrieveEntityReq.open("GET", pth, true);
  retrieveEntityReq.setRequestHeader("Accept", "*/*");
  retrieveEntityReq.responseType = "arraybuffer";

  retrieveEntityReq.onreadystatechange = function () {
    if (retrieveEntityReq.readyState == 4 && retrieveEntityReq.status == 200) {
      var binary = "";
      var bytes = new Uint8Array(this.response);

      for (var i = 0; i < bytes.byteLength; i++) {
        binary += String.fromCharCode(bytes[i]);
      }
      var bdy = btoa(binary);

      CreateEmailAttachment(bdy);
    }
  };
  retrieveEntityReq.send();
},
getReportingSession: function () {
  var selectedIds = Xrm.Page.data.entity.getId();
  var reportName = "quotation.rdl";
  var reportGuid = // Report GUID - Replace with your report GUID

  var pth = Xrm.Page.context.getClientUrl() + "/CRMReports/rsviewer/QuirksReportViewer.aspx";

  var retrieveEntityReq = new XMLHttpRequest();

  retrieveEntityReq.open("POST", pth, false);

  retrieveEntityReq.setRequestHeader("Accept", "*/*");

  retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");

  retrieveEntityReq.send("id=%7B" + reportGuid + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false&p:<parameters Name In ssrs>=" + selectedIds.toLowerCase().replace(/[^a-z0-9-]/g, ''));
  // p:<parameters Name In ssrs> :Is optional when you want to have parameter.
  var x = retrieveEntityReq.responseText.lastIndexOf("ReportSession=");
  var y = retrieveEntityReq.responseText.lastIndexOf("ControlID=");

  var ret = new Array();

  ret[0] = retrieveEntityReq.responseText.substr(x + 14, 24);
  ret[1] = retrieveEntityReq.responseText.substr(x + 10, 32);

  return ret;
},

 

posted @ 2018-11-22 10:50  大漠银狐  阅读(524)  评论(0编辑  收藏  举报