'+' 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.
Related
I have N:N relationship between account and custom address entity and on account form, I have subgrid for custom address. On click of subgrid + button, it shows lookup search. But I need to change that to show create form popup. I know in this scenario, I should have used 1:N relationship between account and custom address but at this point, I cannot change that. I tried hiding "add existing associated" button on ribbon but that was hiding + button itself. I want to subgrid + button but want to open create form on its click event. Any help or pointers would be very helpful.
Make the Account lookup field as “Business required” in N:N entity form, then it will work as expected.
Then, If you have a quick create form & “Allow quick create” is enabled for that N:N entity, (+) will open the QC form. If not “Information” Main Form will popup.
When Account lookup is optional, in-line lookup search experience is default.
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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.
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.
Since the update "CRM Online 2015 Update (7.1.1.4314) (DB 7.1.1.4309)" the "+" button to add new opportunity product stop working, nothing happens when clicking on it.
I found same problem here https://community.dynamics.com/crm/f/117/t/176528 but I didn't add any customization to the form neither change the name of the sub-grid(current name "opportunityproducts").
Is there anything that can be affecting the behavior of this specific button?
I tried creating a new form but same problem, only que "+" on the Quote sub-grid works.
The name of sub-grid should be "opportunityproductsGrid"