In my associated view pages of some entities, i want to modify some button labels.
For masculine noun entities I want to have:
Ajouter une nouveau "NameOfEntity"
and for feminine noun entities I want to have:
Ajouter une nouvelle "NameOfEntity"
how can i change the button label, knowing it is a system button
You can edit almost any button label. A really useful tool to do this is RibbonWorkbench
If you want to edit the button labels for certains entities, you will need to have a solution with the entities you want to modify, open that solution with Ribbon Workbench and found the button to change.
If you want to made the change globally I think you will need to add the application ribbon to the solution.
Related
On vanilla entity product (Bundle type) I have a vanilla grid Bundle products, I need to add the 'open grid in a new tab' (to watch the all grid), I didn't find that option in grid's attributes, is it possible to add that button in this case?
That subgrid ribbon button will get added in the form automatically (next to subgrid “+” button) when you have added the navigation of that associated entity (Product) in parent entity form.
Read more
But when I tried this, it didn't work. Around Products there are lot of inline edit grid options and special grids available. This is one of them and you won't get that functionality in associated view or in other regular subgrids. That may be the reason that we are not getting that icon.
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
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/
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.
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