Is it possible to edit the "Fields" view for entities in Customizations in CRM 365? I want to be able to see field requirement without having to click in every field.
I don't believe it possible to modify the view/columns inside the classic editor.
It is available in make.powerapps.com:
Also you can use something like https://www.xrmtoolbox.com/plugins/MsCrmTools.MetadataDocumentGenerator/ to generate excel sheet with all the data about tables and columns in a solution.
Related
When a user opens the view "Items Available To Work on" for QueueItem entity, a related entity's column is showing some data in the view. I want to remove or hide that data when another column in the view has some specific data in it.
Here is the actual example which I need to achieve.
When the field "Case Type" has text "Revenue Collection" then hide text "Dummy Taxpayer" from the field "Taxpayer". Both fields are showing from related entity Case in this QueueItem view.
I have checked the following possibilities but these are not working.
1- RetrieveMultiple message cannot be used with the QueueItem entity.
2- Tried with entity "SavedQuery" on RetrieveMultiple, but that is giving FetchXML of the view. We cannot change the result of the FetchXML dynamically here also.
3- In the properties of the column "Taxpayer" in the view, we do not have the option to run a JavaScript as my CRM version is 2016. This feature is available in Dynamics 365.
So, there is no supported way to achieve this as per my understanding. Any help/suggestion is appreciated on this issue
In Grid,
You cannot Hide/show column dynamically depending on your condition. Rather you can enable/disable field so that users cannot edit field based on Condition.
Please find Link Article as Example.
This is more of a data captured problem rather than data hide/show problem.
When the case type is "Revenue Collection", the value of the "Tax payer" should be null. Then this problem is solved in grid/view or form and everywhere.
Why is the Edit Filter Criteria Option not getting displayed for the following view?
As you can see above there is no option for updating the filter criteria of this view named Account BulkOperation View, while for other views it gets displayed. I am not exactly sure why this is happening or if I am missing something.
Once this happened to me when the view query is customized to an extent with custom fetchxml. Check the background of this view using XrmToolbox FetchXML builder or View designer. Some broken query fields will be there.
The view is displayed with column layout and possibilities to define sorting and add new columns etc. But there is no link to "Edit Filter Criteria" as there usually is. This is because CRM actually realizes that this view is beyond its design capabilities, and only lets you alter the view in ways CRM knows CRM can handle.
Read more.
i'm new on microsoft dynamics crm. I need to customize a view of customer search field (what i understand as a autocomplete), in order to add some fields and allow users to search through these fields.
I found some links on internet and i found some authors that says that is necessary to change the views of the entities, however, i couldn't find any that could represent these specific view.
I'm attaching an image of the view that i want to customize.I want to know if it is possible to change it through the crm. If yes, where and what i should customize.
Thanks.
What you are looking for is the Lookup View. Each entity has a quick find view which can be customized to an extent by adding a filter criteria etc. To have more granular level control over filter criteria you can use Pre Search Event
In the CRM solution that I am working on, I have a custom entity called Car. When I click to see the form belonging to the entity, I see a bunch of fields on the right that I can drag & drop onto the main form.
My question is, how do I identify which of these form fields are default ones provided by Dynamics CRM and which are custom ones made by someone working on the solution before me?
In case field is custom it will contain some prefix - like new_car e.t.c.
You can use the filter drop-down to show only custom fields. If you want to see all custom fields (not just the ones not yet added to the form), deselect the checkbox for unused fields.
When defining the properties of a custom control in the "Property Definition" section, you can choose as "Type" in the "Property" tab the option of "extraColumn" and "iconColumn".
How should this type be used ?
Both iconColumn and extraColumn relate to the corresponding tags of the dataView control. You would typically use these when your custom control contains a dataView and you wish to allow an outside control to pass in details about the columns to be used in the dataView.
When a data view is used in a standard XPage, the extraColumns appear as actual columns. The summaryColumn is the first column and shows as a link.
However, in a mobile application, extra columns show up as additional lines of data in the mobile data row. The summaryColumn value shows as "header" in the data row, while the extraColumn values show underneath that value.
<xe:dataView id="dataView1" pageName="#contactDetails" collapsibleDetail="true">
<xe:this.data>
<xp:dominoView var="view1" viewName="TeamDirectoryNameLU">
</xp:dominoView>
</xe:this.data>
<xe:this.summaryColumn>
<xe:viewSummaryColumn columnName="Name"></xe:viewSummaryColumn>
</xe:this.summaryColumn>
<xe:this.extraColumns>
<xe:viewExtraColumn columnName="Office" style="font-size:12pt"></xe:viewExtraColumn>
<xe:viewExtraColumn columnName="OfficePhone" style="font-size:12pt"></xe:viewExtraColumn>
<xe:viewExtraColumn columnName="Email" style="font-size:12pt"></xe:viewExtraColumn>
</xe:this.extraColumns>
</xe:dataView>
One row of that might display as:
Ian Kennedy
London Office
44-22-830-6000
ian.kennedy#company.co.uk