I am running Dynamics 365 Customer Self-Service Portal (v8.3.3.153) for CRM Online, and I'm having trouble getting a chart to display the correct data based on the currently logged-in user. I set up a pie chart for cases and added that to the Support Home page which also has an entity list control to display cases based on different view selections. So for example, if I am viewing open cases in the entity list, that is filtered by my currently logged in user so I have 5 cases, but the chart shows all open cases for all contacts (300+) when using the same view for the chart as for the entity list. In my support home page I added Liquid code like this:
{% chart id:"F1F23F44-4C37-E811-811F-E0071B6AA291" viewid:"9F9AA5DC-A537-E511-947E-00155D038C01" %}
I tried the suggested view filter configuration based on the article here, but that just resulted in my seeing no data in the chart, it seems that the portal page didn't automatically switch out the contact guid.
Is there any way to configure a chart to reflect the same filtering based on contact and/or parent account as can be done with the entity lists?
I am also integrating charts on the Portal and noticed this behavior, but as I want to display this only to the Admin was not an issue.
It also happened to me to have filters not applied same way on the CRM and Portal. for example using a Lookup field value, seems more like a bug to me.
Give it a try to use the View on a Entitylist and see what kind of results you get there, otherwise I'll suggest you to raise a Ticket to Microsoft.
Related
This is the customer portal of odoo
Im building my own module that generates plans for my business for every customer as an image and saves that image to a data model that has a One to One Relation to the customer
I would like to display this exact image on the customer portal, maybe in a new tab like "plan" just like the tabs on the screenshot (for example, you can click on Invoices ("Angebote") and you get an overview of all invoices. I want to do the same with my module).
I dont know how to do to it and I have already searched online but unfortunately not yet found any hint on how to do it.
Help is greatly appreciated.
I am trying to add a small 'lockup' / promo to a page that loads information dynamically based on page.metafield information. Replacing images, video ID's etc. Which all works just fine.
My client is asking for a small area to display a product that relates to this dynamically changing content and I am struggling to come up with a good way to do this.
The current setup is that we have 30 pages with a set of 8 metafields each page. Each one of these pages must show a different , single product with an image, title, price, buy button and another button that links out to a partner site.
I can create snippet and load almost all of this info through metafields manually (price, title etc the client could just add to another metafield) but I would prefer to load a product to pull this info so it can be added to cart. Although I can add product data manually, I still don't actually know which product will get added to the cart, because I'm on a 'page' not a 'product'.
The products themselves are using a custom template that is different to the rest of the site so that seems like its not an option. The template for this content page is just 'page' but surely I can call the product object someway? If the client entered a product ID in the metafields, is there a way of pulling that IDs data easily?
Whatever you mean by pulling ID's, but there are a couple of ways of dealing with this. One, you have a Storefront API token, allowing you to freely and securely call Shopify with JS and get back all the data about the ID you're interested in. Or, you have an App installed in the store, in which case you can setup and callback an App Proxy, providing that ID, and getting back all the info you need. Lots of options!
I already created a list in which I added a content type. The list is for Research. There are different kinds of Research, so all of them will be placed in this list. Every Research type has its own chart. When the user is adding values in the form (list), the chart must be updated. I tried to add the web chart, but when I tried to connect it to the web part of the Research type, it says "Your page does not contain any Web Parts that are capable of providing data to your chart Web Part". How can I achieve my goal?
use highcharts . which is basically works with jQuery
I would need to have a personalized summary links web part in a given page.
So when a user logs into the site, he should see his own links as opposed to system wide links inside the links web part.
Is it possible to have a personalized summary links web part?
How would that work?
Thanks in advance.
W
Here's what you can do:
Add a User column to a standard links list.
Create a new view that shows only links of current user (use [Me] marker as column value in filter).
Modify the Web Part to use the new view.
Keep in my I am using Dashboard Designer, SharePoint 2010 and PerformancePoint Server 2010.
I have a dashboard homepage showing a KPI for sales, by brand. I added a custom property "View detailed report" on my KPI. When I click on that, I want to be able to go to a second dashboard page featuring 5 scorecards and 2 reports for my sales, by brand. The brand needs to be a filter.
Obviously, what I wanted to do is to tell my second page on which brand to filter by using a querystring parameter, something like ?BrandFilter=[Brand].[X].[Y] ...
But, in Dashboard Designer, you cannot (?) have querystring based parameters. I know I can do it directly in SharePoint (with the corresponding web part), but then when I deploy my dashboard again, I lose custom changes I do to my pages.
I tried to create a custom transform for scorecards that would read the querystring and add PageFilters, but I faced two problems:
1. I cannot access the HttpContext from there (of couse!)
2. That would not do it for reports.
What should I do? Drop Dashboard Designer and work directly in SharePoint? I wish there is a solution with Dashboard Designer!
Thanks!
I found a way to do that. I customized my scorecard generation (using C#) and added a javascript method to my master page to handle all the links that are clicked. When I click on a link in a scorecard, I get the parameter from the current URL and update a filter inside the page with that. I can share more details on request...