I want to create a global button for all the entities.
I tried the following:
Created a sample solution with entity Application Ribbon
Opened the Application Ribbon Entity in Ribbon Workbench
Under Command Bar -> Home . Placed a button besides New Record
However after publish I am not able to view the button.
How do I resolve this?
The answer is from Mithilesh Kumar, and can be found on this page:
https://community.dynamics.com/crm/f/117/t/155542
You need to find the Group where you want to show the Button.
If you want to show on the Home Page for all Entity, find the Group as below and place the Button in this Group.
If you want to show in the Forms of all Entity, you need to place in the Group in the Form Area, shown below
Hope that clarifies
Modifying the XML you need to rely on the {!EntityLogicalName} keyword inside the location.
You can find a tutorial here:
http://blog.webfortis.com/adding-global-ribbon-buttons-for-all-entities-in-dynamics-crm
Related
I recently installed VS 2019 Preview, and i'm facing this issue:
In my VB code editor, in the navigation bar, when i try to choose a class (button, dropdowlist,...) it's not working: the list of classes it's not refreshing, the class i tried to select is not selected, so i can't be able to edit/create an event for the class i need to edit. I manually have to search for the event, or to create it manually.
Is it malfunction of the Editor? is it a bad configuration? or do i need to re-install VS 2019 ...?
Thanks in advance, looking forward for your comments on above.
I am not sure why your chose the Preview edition. I never used it. I have the latest VS 2019. In my version I can choose any control on the form in the middle drop down and the events for that control appear in the right drop down.
Another way to add the stub for an event procedure. Is available in Design View. Select a control and view the properties window. On the toolbar choose the lightning bolt. All the events for that control are listed. Double click on the event you want and the stub will be inserted in the code editor.
Of course, you can always just type in the event procedure, as long as it has the correct signature and handles clause, it will work.
Is there a way to add a new button to ALL PAGES in CRM?
I have tried different ways but in some views, the new button is shown at the end. Im trying to found a way to create a button and place it as first button, to any view, entity and page in CRM. Is this accomplisable?
I'm afraid that out-of-the-box buttons will often take precedence over custom buttons, and the only way to change that would be to hide the out-of-the-box buttons.
I'm assuming you are adding the button via the Application Ribbon, correct? (not every single form and grid)
You can add items to the "Jewel", (the dropdown from "File" in the top left). It's not exactly the same as putting it in the ribbon because you have to make an extra click, but it should show up globally.
I'm developing a module for openerp v7.
I've defined a workflow and in my view defined a form with a notebook which contain as tabs as status defined in workflow.
In every tab i've a button which triggers the change of status of the workflow. All of this works like a charm!
The problem I am facing is that when the button triggers the workflow status change, the status changes but the tab marked as active is not changed, as far i know this is the expected behaviour, but i would like to change the active tab when the status of workflow changes and i didn't find any way to do it.
INFO: According to the DOCS there is a way of doing this with the fields:
default_focus: set to 1 to put the focus (cursor position) on this field when the form is first opened. There can only be one field within a view having this attribute set to 1 (new as of 5.2)
But no way with pages...
Any help would be very appreciated.
I think that making a tab to be active is not the expected behavior with a workflow. Normally, buttons are putted in the header next to the statusbar, and each button have the "states" attribute to define those status they must appear in (according with the "state" field of the model).
If you want to show/hide some information (say field, group, page, etc) according to the workflow status, you can use the "attrs" parameter with the "invisible" option restricted to a domain over a "state" field value.
If you want to use JavaScript, you can use this to focus a tab page:
$('.oe_notebook #ui-id-3').click()
Where ui-id-3 is the 1 based index of the tab page. Here it would be the third page. Works in v8, can't tell for other versions. Hope it helps anyway :)
I have a requirement where I want to add a button called approve on the bottom of read item list page. This is something when I click on approve button should change the status of list using whatever (javascript, workflow).
Please suggest how can I do this with the existing list. I have attached the screenshot below
I'll be very grateful for all of your advise
If you open a list in SharePoint designer. There is a section called Forms. You can use it to edit existing (add/edit/view) form or add a new one.
I am working with SharePoint 2010. I am looking for creating a custom menu that could be placed on Master page of my site collection. Could you please give me a start on this. I don't want to use existing menus on default master page. I would rather like to have my own master page with my custom menu links with sub menus.
A basic idea would be that I will have a XML file with menu items defined I want to give liberty to the user to make changes to XML file somehow that add/edit or remove the links. Also I want the menu to be user role based (Items could be disabled for unauthorized users).