I need to display a context menu when a user right clicks on a report
and the user can perform an action on the rows selected. How to achieve this?
I can see there is already an action button on top of an interactive report. Can we customize that?
There's no built in way to do this. I see a few options:
You could hack together your own actions. You would add a Dynamic Event on mousedown on your report, then some Javascript to handle the action.
If it doesn't have to be a right click option, you can add a custom menu to a report. Here's one way of doing it. http://hardlikesoftware.com/weblog/2015/07/13/apex-5-0-custom-menus/
Also, if using the Interactive Grid is an option, that menu can also be customized. See: http://hardlikesoftware.com/weblog/2017/01/24/how-to-hack-apex-interactive-grid-part-2/
If you're willing to use a commercial Apex add-on product, I have used the FOEX add-ons with great success. However, it's not cheap and it would require changing your report to use their report-style (which we like). Then you can add a context menu that's maintained via the Shared Components -> Lists.
https://www.foex.at/home/
I'm just a user, not a shill or employee...
Related
I have an intranet system that uses the DHTMLX UI Framework as user interface, but I'm looking for more modern interfaces that suits the current interface. The current version of DHTMLX I'm using only supports jQuery 1.x, that is a serious security problem. I already asked to update the version using the same UI, but there is a lack of documentation on its updated product. I.e., if I Googled for specific method or some way to run specific task or behavior, I'm always being redirected to elder documentation, or it simply doesn't exist!
I sketched here the current main UI I have: https://dhtmlx.com/docs/products/visualDesigner/live/?preview=true&id=967kh4
Explaining the behaviors: I have the layout separated by tabs, but the Tab 0 is the main record, and "sub tabs" are records according the selected row on grid of Tab 0. If there is no selected row, all sub tabs are disabled by default. If I add a new record on specific tab, automatically it adds a new row to equivalent tab.
This front is not so usual, but allows user previewing quickly the dependencies.
Question is... Do some of you have something similar to this layout? I'm disposing layouts that has to click on the main record, have to load an entire screen just to preview its dependencies.
The image below shows the current system interface
Any suggestion will be appreciated.
Is there any way to remove the 'Related' tab from the Case for interactive Experience form? There are no related entities to the form still the related tab is coming up in the form.
Already tried from the customization form.
You can hide the related tab in UCI by following below steps:
Go to the form editor for the entity that you want to hide the related tab
Open form properties
Click on Display tab
Uncheck the checkbox "Show Navigation Items"
Now refresh you entity form page to see if the related tab is hidden
Hope this helps.
Unfortunately this is not configurable/customizable as of today, OOB "Related" tab is showing always (without any navaigation entities under that). This is by design today.
Even scripting is not providing a great user experience. This is bothering all our clients, so created an PowerApps idea.
I am new with Dynamics 365 and are not sure of how I can achieve this.
I am looking into having some buttons in a view.
Maybe a view isn't the best way of doing it, but what I want to do is to have a list of records connected to the logged in user (similar to a view)
But on each row/record I want to have multiple buttons. These buttons can be like 'Complete' (Changes status on task and updates the view) , 'Send email'(Starts a workflow) and so on.
What are some of the ways of doing this? Either with Javascript/C#/plugin or something else.
You cannot add buttons in views/subgrids directly.
That’s when we add ribbon/command bar buttons using Ribbon workbench usually.
Create a Workflow Short Cut Ribbon Button (No Code Solution!)
Update:
There is a PowerApps Components Framework (PCF - preview) coming out soon, then we can build custom grid control with the layout/buttons we want.
This can be achieved with RibbonWorkbench. My answer does not differ much with #arun vinoth answer but just added few explanation lines.
https://ribbonworkbench.uservoice.com/knowledgebase/articles/132235-create-a-workflow-short-cut-ribbon-button-no-code
If you look at view below where I have selected number of contact and then I have a Button at top "Nominieren" which is shown and clicking on it will perform whatever action is needed.
There will be java-script on click of button, from Java script you could call Action or workflow or perform operation in Java script itself.
Link for Adding new Button : https://community.dynamics.com/crm/b/crmtipsfromadeveloper/archive/2017/07/26/know-how-add-a-ribbon-button-using-ribbon-workbench
Now when you look at image below I have no contact selected and it does not show button on Ribbon.
It might be possible. I haven't tried this but you can write JavaScript for a view column now (since CRM 2016).
If you go to a view you can double click on a view column to view its properties. There are two properties you might be interested in:
Web Resource
Function
Here's a link to an MS page that explains how to use these options to add an icon. It might be possible to create a clickable button which uses CRM's WebApi to perform some actions: Docs # Microsoft
I have to modify existing entries in a database. My Addition entry dialog uses edit controls in order to get values and a submit button to update in database.
I have the need to create a modify dialog that should be able to modify entries when needed by user. Is there appropriate mfc control that can be used for my task?
If you do not want to edit directly on the list control, you can use CListCtrl or CMFCListCtrl.
I think MFC does not provide a list control for editing directly. So, if you want to do it, consider using a 3rd party, like the free Ultimate Grid.
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.