I am trying to edit the BPF element in a Case form to remove the highlighted field in the below image:
I am fairly new to CRM 2015, does anyone know how i can do that ?
I have tried the ribbonworkbench and the form editor and could not find it there.
Business Process Flows are a Process-type component, so you can edit them under Settings -> Processes or inside your solution under Components -> Processes.
Related
I want to Enable 'unhide' the 'New' button (System button) on Lead entity which was hidden due to some scenario.
I have tried some approaches to achieve this :
a) I have tried using 'Ribbon Workbench' to unhide but couldn't able to find the button itself.
b) Also Tried editing the Customizations.xml (for the solution with Lead entity and Application ribbon components) to remove the command and reimported.
c) Used 'VisualRibbonEditor' but same case as Ribbon Workbench.
d) Also i am able to repro the issue "Hide/Unhide 'New' button on Lead" on trial instance as well.
CRM Version Using:
Dynamics CRM 365 Version 1710 (9.1.0.1677) Online
Can you please help me fix this issue. Thanks for your time.
I tried working on your particular issue.
Screenshot 1 shows Leads with New Button Hidden. There is no New Button
Screenshot 2 Shows Ribbon Workbench where Hide rule for New button is removed (unhide)
Screenshot 3 shows CRM Lead Entity with New button after Hide rule is removed.
In CRM Online 2015 Update 1 instances I experience charts on forms not showing the correct data until they are manually refreshed.
Charts in general show all data from the underlying view when the form is loaded. Only after manually refreshing a certain chart does it show "Only Related Records".
As an example, I have added a chart to the Account entity as seen below. Both the chart and the shown subgrid are using the same view. Even though there is only 1 related record the chart shows all data from "My Open Opportunities" after form load:
After refreshing the chart by clicking the small recycle-icon the correct data related to the current record (in this case 1) is shown:
I have tested this in 3 different CRM Online 2015 Update 1 instances which all exhibit the same behavior. Additionally, this is seen for both system and custom entities.
A similar chart setup in CRM Online 2015 without Update 1 works as expected.
I've got the same problem.
Microsoft has changed how they load forms. For now, you can switch back to the old way by going to Settings -> Administration -> System Settings -> General tab, and selecting Yes for “Use legacy form rendering”
This is only a temporary measure as that option is likely to be removed, but maybe Microsoft will support charts in forms or whatever the issue is by then.
PS:
Drawback is that the new way of loading forms is much faster, so you'll lose som e time if you switch back.
I Haven't tested this yet, but maybe you could add some javascript on the onLoad event to automatically select the view, like your users have to do now manually:
Xrm.Page.getControl(subgridname).getViewSelector().setCurrentView(viewname);
but this isn't pretty either
This issue is supposed to be fixed in Service Update 1 for Microsoft Dynamics CRM Online 7.1.1. From the changelog: "Charts within a subgrid are displaying all records when they should actually display only related records.".
The expected release date is around the middle of December.
I am trying to show a simple dialog before uninstall in NSIS. It consists of several predefined radio buttons (reasons for uninstalling), none of them checked initially. Uninstallation cannot continue until a user selects one of the radio buttons.
As a bonus, ideally I would like to have a custom reason text field too (toggle-able via last radio button). As well as 2 more text fields for custom text and email.
Then I need to take selected value(s) (checked radio button) as well as text fields data and either append it to my predefined URL to which I make a GET request using InetC or similar plugin before uninstaller exits; or laternatively construct a POST request to a predefined URL using InetC or similar plugin. I cannot figure out how to create such a dialog page. Any help would be appreciated.
What I am looking for:
First, you should get familiar with nsDialogs to create the interface according to your needs. Since nsDialogs is a function, you would then can call it as a custom page.
You can use my tool Visual & Installer (www.visual-installer.com) for Visual Studio 2005 - 2015 to fast write the NSIS code.
(If you are "writing" the installer - I assume you have some experiences with nsDialogs).
Also there are some other tools like NSIS Dialog Designer (http://forums.winamp.com/showthread.php?t=329801) which can help you and generate lot of code for you.
This tool is GUI based - designer similar to Visual Studio designer - but remember: the result is still the scripts!
we have a project using Microsoft Team Foundation libraries connected to TFS 2010.
Our TFS projects was based on Agile 5.0 template. So there are many transitions in projects.
My question is can we do transition validation on state change before saving work items?
I have errors when I try to validate state change without saving.
For example, in transition you allow:
"" to "Active"
"Active" to "Closed"
Then you do following:
1. You create a new bug work item.
2. Change state to "Active".
3. Do validation but don't save. --> OK
4. Change state to "Closed".
5. Do validation. --> Failed.
This means you have to save before do further validation. But I don't want to save anything until I'm sure all the state change is OK.
Thanks in advance.
Since a TFS Work Item has a number of triggers (both on the client and on the server) that trigger on field changes and state transitions it is important to save when one of these important fields change. The Status and Reason field is one of these important fields, especially since it normally drives the state machine that is behind these work items.
So unfortunately, there is some validation before save (mostly on input formats), but there needs to be some on the server as well. From the UI there is no way to trigger the serverside validation through another means than by saving. And there certainly isn't a way to have it execute the rules and transtions without saving the workitem to the server.
If this is important to you I suggest you file a request on the Visual Studio User Voice.
I am new to MS-Crm. having lots of question regarding its customization.
how to edit its form.
how to edit tool tip.
To edit a form in CRM:
Settings -> Customization -> Customize Entities -> Double-click entity to open it -> Forms and Views -> Double-click Form to open it.
You can change a tooltip of a form attribute (ie. a field) but it requires JavaScript in the onLoad event of the form. There are plenty of examples if you Google, e.g.:
http://crm.atechnisch.nl/2009/07/use-tooltips-as-hot-help/
I'm not sure what you mean by how to edit its form. To edit the onload/onsave/onchange scripts you need to go to Settings>Customization>Customize Entities>The entity to customize.
There is no supported way to add tooltips. You'll most likely need to create your own tooltip code for fields and such and have it be loaded within the global.js file.
Tool Tip solution here http://www.crmInnovation.com/inline_help.asp
BTW, you cannot edit CRM forms except through the customization wizard built into the system.