On Accounts form in MS dynamics crm online, have a related view of Activities as shown below.
Now, I have updated default view of above to 'All activities' but once you 'Related records' (circled green) then it opens up another view in an iframe (as shown here). I want to default this view to 'All Activities' so that the user would be able to see all the activities of that particular record and of the related records in one click.
You can edit the columns shown in the Associated View itself, but you cannot change the default view that is shown when clicking the button you highlighted in green: See the records associated with this view.
There is a suggestion on Connect in regards to being able to change the default filters on the Activity Associated View: Ability to default related Activities "Filter on" to All
Related
I am a newbie in PowerApps, and I am trying to build an app where based on user click, user should be able to see filtered data.My test data looks like below.For this I have created 3 button in my gallery titled as "Available", "Out-of-service" and "In-use". So, let's say when user clicks on "Available" button, the app should display the user "Sys1" and "Sys2". Likewise, same is true for "Out-of-service" and "In-use" button. I have my datasource save as ExcelTable in Onedrive and I was able to successfully connect to the source.However, when I tried below code on my "Available" button nothing happened.I am not sure what is the issue ? [SEE BELOW UPDATE]
If there is good tutorial available for this task feel free to attached link with your response.
Code
Filter(Table1,Column2,"Available" in Column2)
Note: Property: OnSelect
Update:
After little bit of research I found that I need to have separate screen to display my filtered data. So I used Navigate() function to take me to new screen. On my screen2 I have below code
Code:
Filter(Table1, column2="Available")
Note: Property is set to "OnVisible". I also added FormViewer using Forms-> Display option. Then under Properties tab,I added column names using Edit fields.
Still Issue is not resolved!
It sounds like you have the Filter command in the wrong place. It should be in the "Items" property for the table, not in the Buttons' or in the Screen's properties. The Buttons should toggle a variable to the different Statuses you have.
The Items property of the table/gallery/etc that shows the data would look like this:
Filter(Table1, Column2=currentStatus)
The buttons would all have code that looks like this but with different statuses:
Set(currentStatus, "Available")
That way when you click the buttons, the value of currentStatus changes and will change the action of the filter.
Also, you can have the data visible on the second screen if you want but it's not strictly necessary. You can do what I described on a single screen.
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.
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.
I am referring to this blog.
http://andrejusb.blogspot.in/2010/05/yes-no-check-box-in-query-criteria.html
however my requirement is different. I have multiple tabs where multiple tables are present. In each table row I need a column attribute is_active in checkbox format. So basically I want to store active or non active setup lines through panel tabbed screens.
With above blog approach first tab is working fine for checkboxes, but the second , third and other tabs are having below issues in check box.
When selected one checkbox, let's say it is checked, other checkboxes in all rows gets checked.
I checked the binding it is bind to it's respective attributes and VO iterators in pagedefinition, I chceked the code for model and view layer for working and non working tab.
Above issue is solved when created a transient attribute with control type checkbox, that transient attribute will be contolling the is_active value.
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.