I am trying to add a custom field to be able to search on when clicking search in the lookup. I have added the custom column (Social Security Number) to Lookup view, Client Search view and Quick Find view but still no results are displayed when searching on the social security number.
In this article is said to "Add Find Columns":
www.microsoft.com/.../edit-the-quick-find-view.aspx
I don't see "Add Find Columns" when I edit my views
To add a find column in CRM 2013 you need to open the Quick Find view related to the entity, inside you will find the option Add find Columns on the right menu.
Related
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
I need to create a web part in Sharepoint 2010 that matches the display layout of another web part that displays the list inside individual rectangles. But when I add the web part, all I can do is add link to a list. I tried to "Edit web part" but nothing in there seems to affect the display. Thoughts?
Thanks gang.
Found it! Under List Settings at the bottom is the view. Click or create a view and under Style you'll find a "boxed, No labels" option. That's it.
I was wondering if anyone knows what a simplest way to create a data entry form in Sharepoint 2010 Foundation would be. Basicly I am looking to create a form that will submit its data to a custom list on the site, I don't want the users to interact with the list directly but use the form to enter data instead.
Also I can't use Designer or InfoPath, not being able to use these is what is causing the problem it seems. Just curious if anyone else has done something like this or could point me in the right direction.
Thanks
Every list is born with forms by default - one for item creation, one for edition and one for displaying. If you use content types, then you get a trio of these for each different type.
You never interact with the list directly, you do it through these forms. If you can't use either Infopath nor Sharepoint Designer, you can still edit them by clicking on the Page tab, then the Edit Page button. From there you can add or remove web parts, and connect them among themselves.
However, the amount of control you have is too limited when compared to editing pages through either of the tools or mentioned, or Visual Studio. For example, there is no straightforward way to add or remove list fields based on content type. Be prepared for ever increasing frustration if you can't use those tools.
I have used this tutorial to color the events in the calendar based on two scenarios (internal & external): Color-Code Events on a SharePoint Calendar
The problem occured in the calendar webpart whereas I cant see all the events that are filled in the events.
Any idea to fix the webpart view..
I've used this same tutorial with much success.
You don't provide too much detail in your question, but as a starting point I would double check this first:
Make sure you have "Yes" selected under "Require that this column contains information"
Double check that any existing items in the calendar list have the "Category" column filled in - you can do this easily from the data sheet view (as they show in the tutorial) or from Excel or Access. If you had a lot of old entries it would be an easy thing to miss.
If the above doesn't help. Perhaps you can share some more detail of the setup or screen shots so we can figure out what you're missing :-)
I have been tasked to create a custom Dashlet which displays graphs of marketing data that is imported into a custom table in SugarCRM. I have been trying to read up on the subject but most of what I find is confusing and doesn't address what I need:
A custom table that stores events.
A Dashlet which pulls info from the above custom table and related Account information from the foreign key (account_id) in the custom table.
Suggestions, resources, etc?
Depending on the graphs you want to display, you may be able to use a custom report feature. You can create a dashlet based on a graphical report and display it on the home page.
create a custom report the utilizes the data you need from the custom module. Make sure you save it as your assigned to and team - also it MUST be a "summation" or "summation with details" report
pull up the "add sugar dashlets" on your homepage and locate the report you made in the "my reports" section at the bottom of your charts tab.
When you click on it it will load as a chart style dashlet.
Install the zucker report module and generate the graphical report .