i have a webpart that creates a list dynamically.Now i want to create a infopath form for that list dynamically with the columns of that list only, so that when a user clicks add a document that new infopath should open.
So, in a nutshell, my webpart creates a list with user specified columns and its infopath(which is it's default infopath).
i am using sharepoint 2010,infopath 2010,visul studio 2010.
Deploy your InfoPath form as a site content type.
Modify the definition of the list created dynamically by your webpart so that the default content type for the list is the one created when you deployed your InfoPath form.
Then, when a user creates an item in the list, the default content type will be used and the InfoPath form will be displayed.
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I am preparing a Power Apps web portal. But when I am adding a Form on my page and testing on browser, subgrid is not showing.
Preview on Web browser image which does not show Subgrid:
This is my developing screen where I'm adding a Web Form:
Because the form in Insert mode, try changing it to Edit mode to see the subgrid. You cannot add child records in subgrid unless parent entity record is saved/created/inserted, that is the reason.
When creating a new entity form, the first step is to decide the Entity and Form Name that you will be rendering, in addition to the mode: Insert, Edit, or Read Only. The mode selected will determine if you are creating a new record from the portal, editing an existing record, or just displaying information about a record on the portal.
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I have a requirement to setup customized printable for few Custom Modules to let the record owner print the details of the currently opened record, similar to Invoice Template or Sales Order Template.
Use Case:
Record Owner opens a record from Custom Module
A custom button Print Record will appear when a record is opened
On clicking the Print Record button, a PDF document with data of the opened record must be generated based on a template (similar to Invoice template) and either download the generated PDF record owner's local drive or send the generated PDF to a specific email address
Is there a way to set up Invoice Templates for Custom modules? It can be achieved with Mail Merge but I need the outcome as a PDF document and with Mail Merge doing that would require several clicks. I need the PDF to be generated on a single button click.
Also, can the aforementioned use case be automated? Automatically generate a PDF based on a template periodically and send it by email without the user having to navigate the record and print the PDF manually?
I would appreciate any guidance on this use case.
I'm completely new to the Dynamics CRM environment.
Within our current implementation, there is a grid which displays a list of current sales opportunities. Within this grid, there is a column for the user which is a link to another part of Dynamics. We want to instead be able to open a new window to another system. How can I customize how that link gets rendered out so that the client "onclick" function can link to a javascript function which will open a new window with the URL we need?
Please see attached:
Snapshot of Dynamics grid
Im afraid that this is not possible with supported customization.
My understanding is that you will keep URL to external system on entity and you would like to be able to open with single click from grid displaying this record?
However, Im not sure if you add this fields as single line of text with format option URL won`t work as expected. If this does not work, you would need a custom grid to display this data.
You can store url in text field with format URL, click on such field will open link in new window/tab.
I'm new to VSTO - while within Excel, we would like the user to click on an Excel AddIn icon, to get a template of headings, formulas, colours/fonts, etc. Is it best to create this via a VS2010 "Excel Template" or "Excel AddIn" project?
Note that the populated template will need to contain dropdowns filled with data from the database (which will be transferred thru a WCF service). Also the Excel VSTO client will need to push data back to the WCF service for database updates
Because of the payload involved in moving a template down to the client, we decided to send the data required to populate the client down the wire (JSON, compressed via GZip) and let the client receive and interpret the data and populate the Excel sheet as required (dynamic created controls, cell population, etc via VSTO)
Is there any way to create a new form field and add it to the available fields section? I need to add a new text field to the form and pass it over Dynamics CRM to a database. Thanks
In CRM:
Settings
Customisation
Customise Entities
Open the entity you want to add the field to
Attributes
New
This opens a window where you can add an attribute (field) to and entity.
If you want to see this on a form you need to add it to the "Forms and views" afterwards.