In using the new UCI interface with Dynamics 365, the menu editor allows me to create a menu item on the left that goes to a particular entity (in this case, Contacts).
WIthin Contacts, I have two saved views: "Supplier Contacts" and "Client Contacts".
I'm wanting to create two separate menu items that takes me straight to these particular system views. Is there a way to do this with the UCI App editor or do I need to put in a relative URL to the GUID representing the system view?
What I would recommend is create two dashboards, add a list in each, set the “Supplier Contacts” as the view in first dashboard list component and “Client Contacts” in the other one. Read more
Turn off the view selector in list component properties. Read more
You can add multiple Dashboard links in UCI sitemap (left navigation).
Related
How to I pin a personal view in D365. It is a child entity to the case entity (not in the left navigation menu).
It is not appearing on the recent items in the main page when I go Advanced find -> Saved views and run the view.
Recent items are appearing for the views and record from the main page which I could pin from.
This should work, add/replace this part in browser address bar - &pagetype=entitylist&etn=YOUR_ENTITY_NAME.
Make sure you’re changing the entity name, then this will land on that main grid page. From there you can change to personal view and pin it.
If you know the view guid - then try similar to this:
Url="/main.aspx?appid=e2bc1066-488f-eb11-b1ac-000d3a56ead9&pagetype=entitylist&etn=account&viewid=%7b<GUID value of view id>%7d"
Read more
I am trying to load a field in the Document Template. Below is my scenario
I have Contracts linked to Opportunity (N:1). There is a contact lookup field in the Opportunity
When I generated the Document Template, I selected all 1:N, N:1 & N:N relations, but I don't get the details of Contact field under new_Opportunity_new_contract (relation)
In the Document Template of Contracts, I need to pull the Contact Name from the lookup field in Opportunity.
Is it possible to get that?
I Went through your exact requierement, I have a followup question,
Do you really have to go From Contract--> Opportunity--> and then Contact.
Because when I check in Contract Entity you will find two N:1 Relation from Contract To Contact
contract_billingcustomer_contacts
contract_customer_contacts
These 2 Relationship will also give you Contact Details information on Document Template.
But if you wish to go from Contract--> Opportunity--> and then Contact
then this is not possible in Word Template as you are trying to Reach 3rd level of Relationship
Below are few Screenshots from my Word Template Example for Contract
I assume that you are trying to create a Word Document Template.
After going to Settings -> Templates -> Document Templates and clicking New, you have to select 1.Word Template and 2.Contract, then click Select Entity:
When the relationship selector popup appears select the opportunity to contract relationship that you have created and click Download Template:
A word document will be downloaded to your computer, open it. Then, click in the Developer tab (if it does not show up go to File -> Options -> Customize Ribbon and in the right Select the Developer tab).
Then 1.Click the XML Mapping Pane which will open a pane in the right side of your monitor. 2.At the top of the Pane there will be a picklist where you have to pick the option which starts with urn:microsoft. 3.Scroll down until you see the relationship you have created between opportunity and contract and expand it:
Search for a field with the name "yourlookupid" + "name" at the end.
Right click it to add to the form, click Insert Content Control and Plain Text:
Finally, go back to Dynamics and upload your word template file by clicking Upload Template in the templates view.
Reminder don't forget to enable the security roles for your users as well ;)
I'd like to ask you, what do you think, which control is better for navigation. What I mean?
Now I have Pivot control with 2 PivotItems. One of them is named Contacts. This PivotItem contains Frame. And the frame makes new navigation on page with contacts (listview). Why Frame? When I click on some contact I need to show details of current contact. But I need to display it inside PivotItem, therefore I use inner frame. So I can still see main view and other pivot items. I think, that pivot is not right control for it. Or I should show contact details for whole screen, not only in pivotitem.
FrameA and FrameB. FrameA has navigated from Main to Page1. Page1 has a Pivot that hosts FrameB in PivotItem1 and FrameB has navigated from View1 to View 2 and from View2 to View 3
I suggest you start reading up on navigation basics for Windows 10 and look at some other apps how they do it.
You could use a navigation pane (which is mostly done using a SplitView), in which you show your contacts grid in the main panel and navigate to a single contact when clicking on it. The other item in your navigation pane would be the title for your 2nd pivot tab.
If you want to keep your contact list visibile at all time and show the details of a single contact next to it, the alternative is using master-detail. Either on a full screen, or by placing the master detail on the main panel of your SpltView.
You can find a master-detail control in the UWP Community Toolkit.
I am creating a maintenance page where I want to select a task using browser UI component. What I want to do specifically is to filter and show only tasks that are not done yet. Can I implement this using browser UI component? Does Exact Synergy Enterprise offer other components for this functionality?
You should create your browser Repository Explorer and use it in browsefield UI component.
Go to System tab, process to Setup tab and under the Repository section click Explorer. Locate your Repository group, enter it, click Browsers tab next to Business components, Functional components, etc.
Click Add and provide Name, Caption, Caption suffix fields. Then write your SQL query in Query field. The structure is:
SELECT <column(s)> FROM <database table> WHERE <column(s)> IS NOT NULL ORDER BY <column>.
Leave the Column info field empty for now. Fill in the Result columns field with column name which will be used as a Browser component result.
Finally, add database table name in the Table list field. Click Save + Edit column info button. Edit column names from a list shown below Information section and fill in Header/Term ID field with title, describing your columns (this will be shown in Browser UI for the front-end user). Click Save and test your newly created browser. If something went wrong, repeat steps from the start. Most of the time problem could be wrongly filled Column info field.
Now go to your ASPX page and add browsername attribute to your browsefield UI component. Doing so will set the browserfield component to your newly created browser component. This is that you want to see in your maintenance page when setting up the browsefield UI component:
<ex:cardfield runat="server" id="cf" caption="Item" captionid="0">
<ex:browsefield runat="server" id="p" browsername="pbr" datasource="bc" />
</ex:cardfield>
Hope this gives you quick idea of what you need to do in order to adjust it to your situation with tasks.
I have an application with the following UI components:
Main Menu
Folders Tree
Query Builder
Tabbed Lists (each tab has a grid that can display data entities)
The application is based on MVC, so each component listed above has a controller and a view.
The first three components need to display data entities on the list (as new tabs):
Double clicking on a folder will display the folder's items in a new list.
When clicking the search button in the query builder it will open the search results in a new tab.
When clicking "Open..." menu item it and selecting a file it will open a new tab with the items in the file.
Since there could be a lot of items the process of loading them from the database is done asynchronously by the grid (the grid is being filled as you are looking at it).
My question is this: which of the following is a "cleaner" design? (if you have better solutions, I will appreciate it very much)
The first solution I have is to use an EventAggregator, define a "ShowQuery" event, make the lists controller subscribe to it, and the other controllers will publish it when they want to display the query results.
The other solution is something like the Unity Container, and from the other controllers resolve the "IListsController" interface, and call the "ShowQuery" method.