In the Contact form, I have a subgrid that shows the opportunities for the current Contact. So I selected "Only related records", the opportunity entity, and "All opportunities" as the defauld view.
The problem is that in this way I only see the active opportunities. Is there a way to make the subgrid also show the closed/lost opportunities?
Thank you.
If you look at the filter criteria of the view, it filters records by status of "Open". Either remove that filter or even better create a new view with no filters and use it for the subgrid.
Related
When a user opens the view "Items Available To Work on" for QueueItem entity, a related entity's column is showing some data in the view. I want to remove or hide that data when another column in the view has some specific data in it.
Here is the actual example which I need to achieve.
When the field "Case Type" has text "Revenue Collection" then hide text "Dummy Taxpayer" from the field "Taxpayer". Both fields are showing from related entity Case in this QueueItem view.
I have checked the following possibilities but these are not working.
1- RetrieveMultiple message cannot be used with the QueueItem entity.
2- Tried with entity "SavedQuery" on RetrieveMultiple, but that is giving FetchXML of the view. We cannot change the result of the FetchXML dynamically here also.
3- In the properties of the column "Taxpayer" in the view, we do not have the option to run a JavaScript as my CRM version is 2016. This feature is available in Dynamics 365.
So, there is no supported way to achieve this as per my understanding. Any help/suggestion is appreciated on this issue
In Grid,
You cannot Hide/show column dynamically depending on your condition. Rather you can enable/disable field so that users cannot edit field based on Condition.
Please find Link Article as Example.
This is more of a data captured problem rather than data hide/show problem.
When the case type is "Revenue Collection", the value of the "Tax payer" should be null. Then this problem is solved in grid/view or form and everywhere.
In the Ribbon Workbench, how can I hide the "Closed as Won" button on the Opportunity form based on a text field (accountnumber) in the Account entity?
Issue description
How can I hide the "Closed as Won" button on the Opportunity form based on a text field (accountnumber) in the Account entity? Each Opportunity can have one associated Account. If the accountnumber field is blank, I want the button to be hidden. I'm assuming I should use a Value Rule, but I don't know exactly how to do this for related entities.
If this is not possible to do, what would be the best workaround?
I also have a 2nd related issue. I want to be able to hide the "Collaborate" button that is used for Teams integration, but can't seem to do that in the ribbon workbench either.
You have many solutions... just two of them:
Write a custom javascript that retrieves the value of the related account using web api (here some examples: https://butenko.pro/2018/11/13/showing-ribbon-button-based-on-the-result-of-async-operation/)
Add a text calculated field on the opportunity pointing to the accountnumber of the related account (the syntax for the calculated field is "[lookup name of the account].accountnumber". Then you can use a ValueRule on the new field
Why is the Edit Filter Criteria Option not getting displayed for the following view?
As you can see above there is no option for updating the filter criteria of this view named Account BulkOperation View, while for other views it gets displayed. I am not exactly sure why this is happening or if I am missing something.
Once this happened to me when the view query is customized to an extent with custom fetchxml. Check the background of this view using XrmToolbox FetchXML builder or View designer. Some broken query fields will be there.
The view is displayed with column layout and possibilities to define sorting and add new columns etc. But there is no link to "Edit Filter Criteria" as there usually is. This is because CRM actually realizes that this view is beyond its design capabilities, and only lets you alter the view in ways CRM knows CRM can handle.
Read more.
i'm new on microsoft dynamics crm. I need to customize a view of customer search field (what i understand as a autocomplete), in order to add some fields and allow users to search through these fields.
I found some links on internet and i found some authors that says that is necessary to change the views of the entities, however, i couldn't find any that could represent these specific view.
I'm attaching an image of the view that i want to customize.I want to know if it is possible to change it through the crm. If yes, where and what i should customize.
Thanks.
What you are looking for is the Lookup View. Each entity has a quick find view which can be customized to an extent by adding a filter criteria etc. To have more granular level control over filter criteria you can use Pre Search Event
I want to filter Subgrid based on lookup value in Microsoft Dynamics CRM 2016 Online.
What I recommend to you is, create a Quick view form on your quote. Inside this QV form insert a sub-grid to show your associated quote-details. After that, go to "groupement" entity form and from "insert" tab - add the Quick View Form you created.
There is another way is customize the grid view but you need to use un-supported javascript.