When I go into existing case, and click on the chevron, the "Related Cases" tabs shows up twice. Would you be able to help? I have a javascript for the cases form but it doesn't have anything to do with the associated view.
It sounds like your Business Process Flow may have the duplicate. When you say the "Related Cases" tab shows up twice are you saying that you are seeing two stages that are both named "Related Cases"? For example, this example has two stages displayed, Qualify and Develop. Or do you see "Related Cases" as duplicate steps within a stage?
Either way, you can view the details of the Business Process Flow, as long as you have the appropriate permissions, by navigating to Settings -> Processes and changing the view to "Business Process Flows". You can sort the view by the Primary Entity and you should see at least one where the primary entity is Case. Once you open the record you can see all of the stages and steps. A user with the appropriate privileges can edit this Business Process Flow as needed.
Edit business process flows
I guess you mean the duplicate "Navigation link" Related cases showing in top Jewel within the Case record.
You might have added a subgrid in Case form in addition to Existing 'Related case' associated view. You can verify this by doing below steps.
Open Case entity Form in 'Form Editor' & click 'Navigation' from top ribbon -
inside 'Form editor'. Then focus on one of the left navigation link 'Related cases' & delete it.
Or double click the left navigation in 'Form editor' twice to focus the left hyperlink & delete it.
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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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.
'+' sign to create a case on customer/account is missing in CRM 2016. Though the role has all the privileges to create , read, write and append , append to. See the screen shot below, missing + sign:
Tried removing and adding the security roles again, it didn't help. Also it does not appear in admin role as well. Any Suggestions ?
This is most likely because the relationship is not a navigable relationship. When you click the drop-down arrow you should see Cases (I'm assuming the system does not have more than one relationship between Account and Cases.) If you do not have the relationship showing here you will not get a + sign to add a new record
To add the relationship to the form edit the form and add the relationship to the left-hand navigation configuration.
Provided, the security role having Create privilege for Incident entity, this button should appear.
The problem could be because of 2 reasons.
Either someone customized the ribbon to hide the 'Add New' button from subgrid menu
or
Subgrid should be inside a Quick view form. In this case - Lock symbol will appear before text "Recent Cases" which is not true in your case
Moreover I personally tested by removing the left navigation in form, 'Add New' button is still visible, only 'Associated View' is removed.
I am using a simple tree view on the left side for a company to see linked entities like opportunities, contacts, etc.,
When I click on a contact, my browser gets redirected to the contact, but I want to stay on the company view and load the contact details into the second or third column or just any sector on that company view.
Getting redirected to each record every time I click a link is annoying because I lose my track and sometimes I want to see the parent details while I see the details of a child record. In this case I want to keep the company view while I can load one contact on the same view without any page load or redirection.
Note: I am using a demo access to Dynamics CRM 2015 online and installed a plugin from a third party to get a tree view. The above is not dependent on my tree view. This can also be done for activities for example which is listed on right column by default. By clicking on an activity, I would like to see the activity details loaded in some panel on the middle column or anywhere I want, without being redirected.
You probably can make do with a Quick View.
Let's say you want to do this trick with Accounts and Contacts, to display info for contacts inside an Account. It goes like this:
Create a lookup inside Account, to Contact entity. Put it on the form (you can make it not visible, doesn't matter).
Create a "Quick View" form inside Contact. They are built similar to normal forms. Include all the info you want to display.
Go back to Account form, INSERT -> Quick View. Select the lookup you made in point 1, and the quick view you just created.
The quick view will display on the Account form, grabbing info from the Contact selected inside the lookup. If you left the new lookup visible, you can play with it and see how it works.
4b. You probably will now need to "link" the treeview with the lookup somehow (since it's third-party I'm unable to offer any insight about it). It will require a bit of javascript for sure.
For more details, as usual, refer to MSDN
Ps: If you want to try it out fast, skip #1 and pick "Primary contact" as field in #3 (it's standad, and most likely already on the form)
I have a Prism/SL3 application with a tab control and each page of the tab control is a "Region" that has its own view and viewModel. when I want to validate the main page, I call dataForm.ValidateItem(), then I go to all the child views and do the same. the problem is, only the pages which user has clicked on them (on the tab page), get instantiated and the pages that are never shown, don't have their view instantiated, thus I can't validate them.
any help?
I created a psuedo work around for this. It's very hacky, but it does work. My example involved walking the visual tree (up and down) to find respective controls that are invalid and then "expanding" the selected item. I have used an accordian in my example, but have also tested this with tab:
http://thoughtjelly.wordpress.com/2009/09/24/walking-the-xaml-visualtree-to-find-a-parent-of-type-t/
HTH,
Mark
EDIT: Link updated.