IS this possible to have check boxes in crm 2015 page (not through web resource) , I tried to implement couples of solution with js but did not work out. Any comments would be useful.
You can add checkboxes by creating fields of type two options. Then, add them to an entity form and in the field properties window, change the format to "checkbox".
Check this out: https://www.microsoft.com/en-US/dynamics/crm-customer-center/create-or-edit-entity-fields.aspx
Possible data types for a field
Two options
After creating this field, configure it in the form to which it was added. In the form, select whether the field is displayed as option buttons (also known as radio buttons), a check box, or a list.
Cheers.
In the Dynamics CRM entity form editor:
Click New Field button on the extreme down-right corner
Provide Name to the field
Set data type as Two options
Save the record
Drag this newly added field into the form from the right side field list
Click Change Properties in the menu bar
In the pop-up click the Formatting tab
Select Two radio buttons / Check box / List in the Control formatting section
Click OK
Related
Scenario/Context
I've got a drop down menu with two input elements underneath.
From the dropdown menu, are names of companies (with values set to the respective company id's), and another prompt to Add a new company.
If the option to Add a new company is selected from the dropdown, then the user is to fill out the 2 input field elements (i.e. company name and company email).
Otherwise, if an available company is selected from the dropdown,
then the 2 input fields (for company name and email are to be disabled).
My question
Is this possible to do without an AJAX call if I want things to happen without a page refresh?
Can anyone suggest some other alternatives??
Many thanks!
That is absolutely possible, though you'd need to use some JavaScript to make it happen and load a bit more data to the DOM on the initial page load.
For each option in your company select dropdown, add a data attribute for the name and email.
Then, watch that dropdown for the change event in JavaScript. Whenever that event is fired, if the data-company-name and data-company-email attributes are defined for the selected option, disable the input fields and populate them with those values. If those data attributes are not defined for the option (likely only for your 'Add a new company' option), then clear the values from the input fields and enable them.
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.
If you want to learn more about ServiceNow, I humbly welcome you to check out my best-selling book: "Learning ServiceNow" at http://lsn.sngeek.com/
We use CRM 2016 SP1 on-premise. We are experiencing an issue with the size of the To field of the built-in email View form whereby the field only displays up to three lines of email addresses and truncates the rest.
I know that I can click the list and scroll it in the Edit form, but this is not an option in the View form.
Is there any way to get the To field to expand/scroll in the View form?
This is product limitation to show maximum 3 rows. But you should see scroll bar to look at all other recipients.
Another option is click on Lens icon & inline Lookup window will open, if you scroll all the way down - you can see Look up More Records, click it. This will open Lookup popup where 5 lines of recipients will show, where you can add/remove in bulk.
Update:
It seems your issue is with Closed activities, this form may be limited for customizations. Try Print (Ctrl+P) to see whether all the recipients are showing.
Can anyone, please, help me with Libreoffice Base form creation?
I have the following tables:
And I'm trying to add a form to enter new RESOURCES record with the following fields: [RESOURCE_NAME], [CURRENCY_NAME] and [AMOUNT]. But after 10+ tries I have not succeeded. I have tried adding it via wizard, selecting RESOURCES as main form and CURRENCIES as subform and vice versa. I have tried VIEWS and forms based on them. These tries only gave to me or no possibility to enter new record, either creation of the new CURRENCY.
I don't need to create new currency via this form, I only want to enter new Resource (only enter once, not to modify, not to delete). Since I don't want to remember all the ID's I want to select currency name via DropDown list.
Can anyone provide instructions about how to do it, please?
Thanks.
You do not need a subform for this - just create your form document with RESOURCES as the main form (only form).
You will need a listbox to enter the currency item. A listbox has two fields, a display field and a field that is saved in the table. You will set it up to display CURRENCY_NAME and store CURRENCY_ID.
When you create a listbox, the wizard that pops up may get you what you want. If the wizard falls short:
Make sure the form document is open in design mode: on the "Form Controls" toolbar, the leftmost/topmost icon of a pencil with a triangle should be depressed. If this icon is grayed out, close your document, right-click on its name and choose "Edit".
Right-click on the listbox and choose "Control"; this will open the properties window
On the tab "Data" change the "Type of list contents" to "Sql"
In the field "List content" enter SELECT "CURRENCY_NAME", "CURRENCY_ID" FROM "CURRENCIES" ORDER BY "CURRENCY_NAME"
The Bound Field should default to 1. If it isn't 1, change it to 1.
Close the properties window and save your form. It should work as you want now.
If you want a listbox inside a tablegrid: after you create the table, with the form in edit mode, right-click on the column name you want to change and choose "Replace with" and then "listbox".
Edited to include comment by OP about bound field needing to be 1
In the CRM solution that I am working on, I have a custom entity called Car. When I click to see the form belonging to the entity, I see a bunch of fields on the right that I can drag & drop onto the main form.
My question is, how do I identify which of these form fields are default ones provided by Dynamics CRM and which are custom ones made by someone working on the solution before me?
In case field is custom it will contain some prefix - like new_car e.t.c.
You can use the filter drop-down to show only custom fields. If you want to see all custom fields (not just the ones not yet added to the form), deselect the checkbox for unused fields.