I am attempting to recreate the case-list from the default /support page in Dynamics 365 portals. However, the button to the far right, that enables me to open up and view details about the case is not appearing.
From intensive research and trying, I conclude that the button is created in the "Entity list" option in portals, in the buttom menu called "Grid configuration".
However, when I create it nothing happens. As if the changes are not making it to the front. If I make the same changes to the default /support page, the changes appear instantly. I have cleared the cache, and restarted the portal.
Am I forgetting some extra setting somewhere to enable these buttons, or what am I missing? Mind that everything else on the page works 1:1 like the /support page. The individual components also work if configured with the /support page.
Any pointers would be appreciated. Thank you.
Related
I’ve created an add-in that consist of a ribbon and three tabs.
Background to build:
The ribbon is built using designer and not xml. The primary use of these is to allow quick opening of various email templates.
Tab0 adds a couple buttons to the built in TabMail
Tab1 is a new custom tab with various buttons that do various things.
Tab2 is a reduced version of Tab1 for use by users of our subsidiary company but pointing to alternatively branded templates.
In the coding, Tab1 and Tab2’s visibility is set based on user AD group membership on ribbon load event. This has been tested and works.
Tab0 always is merged with the built in Home tab shows as expected.
Developers and template admins like me should see all tabs. This also works using same methods.
Current issue:
Recently and I think after a certain office 365 update (but not 100% which), Tab1 no longer shows for anyone that should see it on load. However the tab has loaded somewhere. The reason I know this is because to fix this bug all I have to do is minimise the ribbon the re-maximise. Both additional tabs are instantly visible.
Please note, I do not have to disable and the re-enable the actual add-in.
I can also confirm that the Ribbon Type is set correctly (Microsoft.Outlook.Explorer) so please, no reply along those lines either.
I have trawled the web and cannot seem to find an explanation or fix for this behaviour. I'm hoping someone has seen this before and might point me in the right direction.
To replicate, I've seen it happen by just creating a new simple ribbon project and creating a new custom tab. Then create a second tab by copying the first, giving it a diff ID.
e.g.
Ribbon on App Launch/Load - Tab01 Missing
Ribbon on minimise - Tab01 Appears
Ribbon on maximised- Tab01 still visible
Still have no idea why this happens but i have found a work around for those that have experiences the same issue.
The issue seems to affect the first custom tab only. So if you add a new blank custom tab and set its visibility to false, this inherits this bug allowing the other to function properly.
Its a bit of a dirty fix but work well.
Would still be interested in an actual fix if anyone knows one though.
This happens because you had added control to your ribbon perhaps a property to the Control which you should not.
An example is when you add a Ribbon Gallery control to your Ribbon and change its "PositionType" property from Default to another value.
This results in the Ribbon not showing.
Or perhaps you should check the last code you added to your project
I want to Enable 'unhide' the 'New' button (System button) on Lead entity which was hidden due to some scenario.
I have tried some approaches to achieve this :
a) I have tried using 'Ribbon Workbench' to unhide but couldn't able to find the button itself.
b) Also Tried editing the Customizations.xml (for the solution with Lead entity and Application ribbon components) to remove the command and reimported.
c) Used 'VisualRibbonEditor' but same case as Ribbon Workbench.
d) Also i am able to repro the issue "Hide/Unhide 'New' button on Lead" on trial instance as well.
CRM Version Using:
Dynamics CRM 365 Version 1710 (9.1.0.1677) Online
Can you please help me fix this issue. Thanks for your time.
I tried working on your particular issue.
Screenshot 1 shows Leads with New Button Hidden. There is no New Button
Screenshot 2 Shows Ribbon Workbench where Hide rule for New button is removed (unhide)
Screenshot 3 shows CRM Lead Entity with New button after Hide rule is removed.
I am working with an on-premise instance of Dynamics CRM 2015. I have added web resources by creating them through the "Customize the System" window as well as by uploading them.
When I go to a form or dashboard to add these, it never works. I click Web Resource, find the web resource, fill out the form and submit and it just goes back to the Form edit screen and nothing happens!
No error is being shown or anything and it is driving me nuts! What am I doing wrong?
What browser do you use? Try to use IE because FF and Chrome have issues exactly with customization of forms.
I agree on using Internet Explorer. Or use debug tools marking the update always from server box, as it is a cache problem.
I'm running a dialog (the workflow-ish one, not a custom, modal window) on Customer and during the process, an instance of a related entity Project is created. All the related instances of Project are displayed in a subgrid on the Contact form.
The problem is that the most recently added instance of Project isn't view until a refresh of the page which confuses the users. How can I force the form to refresh when a dialog has run?
I've googled the issue but the only resolution I've found are to a modal dialog frames à la JavaScript. The abundance of these drowns any relevant hits, as far I can see (if there are any, that is).
I think you'll find refreshing the page after a dialog closes in CRM Online impossible in the way you describe. As such my only recommendations are to flag up to the user before the dialog closes that they will need to refresh the page or to do something custom via a ribbon button.
I've bundle of control save in .vcx file but I need to activate it to display it when i switch to different activepage in pageframe.
Could anyone guide me how to code and which kinds of event should i make on page frame switch, click or whatelse UIENABLEEVENT.
Thanks.
First, you might want to click on Help -> Tour for site etiquette and start voting / checking your answers so people know what worked or not that help you and others with similar issues.
Now, back to you question... If you have a form with a pageframe, make sure you have the "Properties" sheet open, it helps to ensure which object you are actually working with until you get more familiar with the IDE.
Once you click on the pageframe control, if you right-click and then select "Edit", that will bring you to the individual PAGE level of the pageframe. Once the PAGE is the basis of the focus you can put any control on it from either the toolbar, or if your project is open and you expand your .VCX class library, you can grab any control and put in on the page.
If you have multiple pages, once you click on the alternate pages, you will see that the first page (or whatever page) is no longer visible and the new page is available for you.
The actual handling of the pages on the pageframe for clicking / focus is automatically handled for you unless you want to do something extra.