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.
Related
I would like to be able to include a link in a view on the contact entity of dynamics crm that will pop a custom window that we have built. The custom window needs the contact id and the user id in order to function. Our users have requested that such a link be on the view rather than having to go into the contact record itself.
So, is it possible to create a dynamic URL that will be utilized from the view and will be able to determine the contact id and the user id?
I would assume I need to do this with a web resource, but I've only ever used a web resource in an iframe.
I have tried to build a web resource and just use the web resource's link to put into a field and display that field on the view, but obviously that didn't work.
Essentially the link would build a url and then pop up a new window with that url. Here's my url structure: https://example.com/mscrm/ticketing/Activity/PhoneCallSave.aspx?cId=00000000-0000-0000-0000-000000000000&id=%7b00000000-0000-0000-0000-000000000000%7d&orgname=00000000-0000-0000-0000-000000000000&userid=%7b00000000-0000-0000-0000-000000000000%7d&type=contact&token=Zf7Hi3PFokqRn3RnTD6hPA
This is an interesting request that I have not encountered before...
I thought about using a URL-formatted field, and the fact that D365 by default will hyperlink lookup fields. But, with those options you'd have to write data into a field on each Contact or create an entire new record for each Contact, on the fly.
What about creating a separate web resource that contains a table with only one column to hold the dynamically generated URL's? Run the same query as the view to get the Contacts, then generate the URL's and populate them into that "mini-grid". Put the main Contacts view in one section (say two-columns wide), and the mini-grid web resource in a single-column section right next to it, with no border and the same row height.
This way you rely on the main Contact grid for the Contact info, with the mini-grid holding your dynamic URL's (with proper link names of course, rather than raw URL's).
The high-level steps would be:
Get the user's id from the form context.
OnLoad of the sub-grid, get the set of Contact Id's.
Generate the URL for each Contact.
Populate the URL's into the mini-grid in the same order as the Contacts in the sub-grid, so each row in the mini-grid lines up with its Contact row to the left.
Another idea would be to look into the custom icon functionality in V9 to see if there are any hooks in there where you can add a dynamic URL.
You could also write a RetrieveMultiple plugin to dynamically populate a URL-formatted text field. RetrieveMultiple plugins have their caveats. But, how bad is it?
An unsupported option might be to hack the DOM and put your dynamic URL into a blank URL-formatted field in the view.
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.
Is there a way to change the default list page when you click on a entity form to a custom search page? Something like google ( a text box with a search button) to return the results of the list base on the search criteria?
for example,
from this:
to a search page.
Sorry you can't. This page is not customizable. But the dashboards are. You can make a custom dashbard with a single iframe and it can be your default page.
Yes you cannot modify the design of this list page. Dashboard & custom html webresource/iframe is fine.
But I recommend you to customize this list page itself to look like what you want, atleast close to similar CRM UX. First deactivate all the views for that particular entity except Active & Quick find. Rename the system view “Active Details” into “Search” & modify the filter condition to include something like createdon = tomorrow. Hence the grid will be empty, you got search box on right to start with. When user search, Quick find view resultset will be rendered in grid.
I have a blank page with a static content region (Template = Form Region). I select a project via a select list (there is only one project, so it automatically selects it). I then have a key popup lov (a popup lov that displays the description not the returned number value) from which I select a person to be in this project. I am trying to get the form to display the person I selected and saved previously when the form launches for the first time (since the project is chosen due to there being one). This works when you refresh the page, but it doesn't work if you log out and log back into the form. I tried using the default value with a sql query. I tried using a dynamic action that fires when the project changes; but neither approaches work. I fiddled with all the settings, but couldn't get anything to work. Does anyone know how to accomplish this in Oracle APEX?
I even added a refresh of the cascading popup lov to the dynamic action. I can see the hidden input item showing my defaulted value, but the popup lov does not display it on screen. Is this an Oracle bug?
Also in Javascript from the console
$s("P51_LINE_MANAGER1", "7104");
sets the hidden value, but doesn't display on screen.
$v("P51_LINE_MANAGER1");
does however return 7104.
I am using a simple tree view on the left side for a company to see linked entities like opportunities, contacts, etc.,
When I click on a contact, my browser gets redirected to the contact, but I want to stay on the company view and load the contact details into the second or third column or just any sector on that company view.
Getting redirected to each record every time I click a link is annoying because I lose my track and sometimes I want to see the parent details while I see the details of a child record. In this case I want to keep the company view while I can load one contact on the same view without any page load or redirection.
Note: I am using a demo access to Dynamics CRM 2015 online and installed a plugin from a third party to get a tree view. The above is not dependent on my tree view. This can also be done for activities for example which is listed on right column by default. By clicking on an activity, I would like to see the activity details loaded in some panel on the middle column or anywhere I want, without being redirected.
You probably can make do with a Quick View.
Let's say you want to do this trick with Accounts and Contacts, to display info for contacts inside an Account. It goes like this:
Create a lookup inside Account, to Contact entity. Put it on the form (you can make it not visible, doesn't matter).
Create a "Quick View" form inside Contact. They are built similar to normal forms. Include all the info you want to display.
Go back to Account form, INSERT -> Quick View. Select the lookup you made in point 1, and the quick view you just created.
The quick view will display on the Account form, grabbing info from the Contact selected inside the lookup. If you left the new lookup visible, you can play with it and see how it works.
4b. You probably will now need to "link" the treeview with the lookup somehow (since it's third-party I'm unable to offer any insight about it). It will require a bit of javascript for sure.
For more details, as usual, refer to MSDN
Ps: If you want to try it out fast, skip #1 and pick "Primary contact" as field in #3 (it's standad, and most likely already on the form)