I've noticed that in some screens of a Dynamics 365 (D365) UCI application there are times where the label is found to the left or above the field. Obvious when looking at the Contact entity (above) and any other (to the left).
It is taking up more vertical real estate than I would like, however, cannot find where this is configured. Is there a property on the form or group that I am missing or is this something new in UCI that cannot yet be toggled?
(See example below)
You can change the position of the label text in section properties. Go to Account entity form editor, double click the “Account Information” section, click the “Formatting” tab, change the “Field Label Position” option. Or change it in Contact form section.
Related
I've been given an exercise. Add a field to the Tasks table and make sure it is visible on the incident form as a drop down list. So I've added a column to the table. But how do I then get that drop down list on to the incidents form?
Load up an incident record and then right click on the header of the form. Then go to configure and then click form layout. You can also use the form designer. In either situation, just drag the field from the left to the right. In the form designer it's a little bit easier to choose exactly where you want the field to show up.
Pro tip: you can easily get to the incident form by typing "incident.form" into the application navigator filler bar on the left and pressing enter.
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We use CRM 2016 SP1 on-premise. We are experiencing an issue with the size of the To field of the built-in email View form whereby the field only displays up to three lines of email addresses and truncates the rest.
I know that I can click the list and scroll it in the Edit form, but this is not an option in the View form.
Is there any way to get the To field to expand/scroll in the View form?
This is product limitation to show maximum 3 rows. But you should see scroll bar to look at all other recipients.
Another option is click on Lens icon & inline Lookup window will open, if you scroll all the way down - you can see Look up More Records, click it. This will open Lookup popup where 5 lines of recipients will show, where you can add/remove in bulk.
Update:
It seems your issue is with Closed activities, this form may be limited for customizations. Try Print (Ctrl+P) to see whether all the recipients are showing.
On the order form, there is a products section that has uses the default Order Product Inline Edit View. This view is not editable, but you can copy it and save it as a different name.
However, when you copy the view, the new view does not display all of the same buttons when viewing the sub-grid.
default view:
copied view (the lock pricing, move up and move down buttons are missing):
The copied view shows the + button and it's drop down menu correctly. Why hasn't it copied the other buttons, and how can i get them to show on my custom view?
I am happy to edit xml and upload that back to CRM if necessary.
Update:
FYI, this is all a pointless effort as the word template ignores the sequence order. What an utter waste of time.
I'm going to guess it's because the default view on the order of order products is a special one. It has special behaviours that arn't seen in the rest of 365, i.e. you don't get up, down, or lock on other views.
I would assume that the extra buttons only get shown on that default view and arn't really supported outside of that view.
Turns out it is actually quite easy to show these buttons for other views using the ribbon workbench.
Right click on the button in ribbon workbench under the subgrid section and click on customise
Select the command in the "solution elements" pane at the bottom
In the bottom right hand pane, right click on the enable rule "Mscrm.IsInlineEditView" and click "Remove from Command"
Publish
These buttons now show up for all views.
How can I change Epicor ERP10 standard system code for Purchase Requisition Entry in the Line pane? I would like to change the Due Date from displaying current date to blank everytime making a new line. Please help me.
You can do this using Method Directives.
Here's how to add one.
Find and open Method Directives Maintenance (System Management/Business Process Management/Method Directives Maintenance)
Click on Method Code, select your business object (Req in your case).
Click on Search and select the appropriate method from there (since it is an Add Line event that you want to work with, it should look something like GetNew...Detail). Click OK.
Go to Post Processing tab and hit New on the toolbar.
Give this directive a name you like and click on Design.
Here, in the BPM Workflow Designer, scroll to the bottom of the panel on the left and drag the Set Field icon to the right from the Setters section.
Now when this Set Field... icon is selected, it should show you a table with a column called Action. The next part should be intuitive in itself, but I have gone through the steps and written it here anyways.
Select DueDate field of the ReqDetail table (under specified field section). Set it to null for the new row here.
Save and Exit.
This should do the job, or if it doesn't do exactly what you want. There's always more options in the Method Directives Maintenance section that you can fiddle around with. Good luck.
IS this possible to have check boxes in crm 2015 page (not through web resource) , I tried to implement couples of solution with js but did not work out. Any comments would be useful.
You can add checkboxes by creating fields of type two options. Then, add them to an entity form and in the field properties window, change the format to "checkbox".
Check this out: https://www.microsoft.com/en-US/dynamics/crm-customer-center/create-or-edit-entity-fields.aspx
Possible data types for a field
Two options
After creating this field, configure it in the form to which it was added. In the form, select whether the field is displayed as option buttons (also known as radio buttons), a check box, or a list.
Cheers.
In the Dynamics CRM entity form editor:
Click New Field button on the extreme down-right corner
Provide Name to the field
Set data type as Two options
Save the record
Drag this newly added field into the form from the right side field list
Click Change Properties in the menu bar
In the pop-up click the Formatting tab
Select Two radio buttons / Check box / List in the Control formatting section
Click OK