I've added an Activities subgrid to the Contacts page and want to populate the From and To fields on initial load with the user and the contact respectively. Any assistance or advice on how to accomplish this will be greatly appreciated.
The regarding field of the activity should automatically be populated with the contact.
I would probably use JavaScript to populate the to and the from on the activities using something similar to this:
https://community.dynamics.com/crm/b/crmbusiness/archive/2012/03/21/crm-2011-setting-a-user-lookup-with-the-logged-in-user-with-javascript.aspx#.UV4PjJPYLsw
NOTE: You will have to apply JavaScript on all of the activity forms in order to get these populated for each of the activity types.
Related
I am building clothing store.
And want to collect measurements from the users through a form fields / custom fields.
Does shopify theming provide that kind functionality/options?
If so can I show those collected info in other pages rather then check out?
Or should I use a different approach ? Like a client side solution. Collect data with js then save it in local storage to show in cart/product pages.
Then post that data as a contact form.
Thank you for your time and suggestions. I appreciate it.
Are you looking to collect this information per product or do you want to store it with a customer profile to use later?
If it is just per product you can use this...
https://help.shopify.com/themes/customization/products/features/get-customization-information-for-products
If you're trying to collect it for a customer and store it on their profile you could do it through this...
https://help.shopify.com/themes/customization/forms/get-more-information-with-customer-registration-form
I have an internal table whose records I would like to show in a list when user clicks details icon in application log. I know I should pass program, form and table with records to the BAL_S_MSG t_par and callback elements but its not working. Anyone can direct me to a example?
thanks
Check the example programs provided in the package SZAL, for instance SBAL_DEMO_06 (although I'd strongly suggest NOT to use the REUSE function module used in that example).
The documentation for the Dynamics security model (msdn.microsoft.com/.../gg334673.aspx & msdn.microsoft.com/.../gg328567.aspx) states that in order to relate two records together a user needs Append To and Read privileges on the parent Entity and Append and Read permission on the child Entity.
In practice it seems like a Dynamics CRM 2013 subgrid will not let a user relate records unless they also have at least user level Create privileges on the child Entity. Using the Dynamics SDK to relate two records together works as expected, however when in the Dynamics UI, clicking on the '+' button to begin in a subgrid to relate two records together does nothing unless the user has Create privileges.
Curiously I've also noticed that while clicking on the '+' button does nothing, if I refresh the page afterwards I always get one of those "Dynamics has encountered an error" popups, perhaps this is a bug with Dynamics?
At any rate this is a pretty breaking problem for us as we have plenty of “reference data” Entities in an N:N relationship that users should be able to relate existing records with, but not create new records.
Is anyone else aware of this problem? Is there some kind of workaround or setting that I'm missing?
(Link to issue on Dynamics CRM forums: https://community.dynamics.com/crm/f/117/t/119729.aspx)
When you click on the "+" on the sub-grid your sub-grid may create a new record or may give you an option to associate a record, depending on how your child entity is configured. For completeness, I'll detail how to either get the option to associate or to create a new record.
To Give an Option to Associate
On the child (e.g. Contact) The look-up to the parent record (e.g Account) cannot be required. If the look-up is required CRM will automatically create a new form (Contact in this example) and pop it into a new tab/window. If this is your issue and you need the look-up to the parent to be required, you may want to make the look-up to the parent non-required and then require the field using on-load javascript.
To Create New Record & Pop into new Tab / Window
Require the look-up to the parent on the child account, or;
Hide the "Add Existing" button on the child record using your ribbon editor of choice
I raised this issue with Microsoft and they have formally recognized it as a bug. The fix is due to be released in Update Rollup 2.
It's a known bug and already fixed in update rollup 2
Im using dynamics CRM 2011.
I took a look at the entity called contact.
This entity has a fullname primary field that is automatically populated.
This field is not visible to the crm user when creating a new contact.
I was wondering how do I achieve the same with custom entities?
Do I use workflow to update the primary key field and hide the field from the crm users?
Thanks
That would be one (and the easiest) way to do it, stick a workflow on the create and update of the relevant fields - though users would have to wait a couple of minutes to see the change.
Other options could be a plugin if you want the field to be updated synchronously, or you could use JavaScript to show the field before the record is saved.
You could use the a AutoNumber Plugin here, there is one on CodePlex (I havent used it myself): http://crm2011autonumber.codeplex.com/
I am trying to hide a column in SharePoint 2010 list based on Users.
When user submit a request the status column should be hidden and the value set as pending.
When Admin logged in he/she should able to edit the status.
Is there any way I can achieve this without writing CUSTOM CODE.
Any help would be appreciated.
There are several ways to archive this without programming. The easiest is to Create a new view for the list or use webpart to view the content for the other users.
If you don’t mind, you can try the third-part tools, such as BoostSolutions Column/View Permission, Infowise Smart List Pro.
They are all good tools and can hide columns based on the conditions.