Since every CRM View has its own GUID and can be launched using the Advanced Find out-of-the-box functionality, you can follow several easy steps to load what view you want (with whatever additional filters you want) in a certain IFRAME available on the crmForm.
Here's the scenario: you wanna display your active contacts (My Active Contacts view) in a separate TAB on your account entity form.
- find out the id and objecttypecode of your view;
- create a new TAB and IFRAME on the form of the account entity;
- dynamically set the IFRAME URL as following: http://[crm_server_name]/[ORGANIZATION_NAME]/AdvancedFind/AdvFind.aspx?EntityCode=[CRM_VIEW_ENTITY_CODE]&QueryId=[CRM_VIEW_ID]&ViewType=1039&AutoRun=True (for our scenario, it would be something like http://CRMSERVER/MyOrganization/AdvancedFind/AdvFind.aspx?EntityCode=2&QueryId={FC3A5B78-1AA4-10C4-1234-12C45B78F01A}&AutoRun=True )
Warning: you must type "AutoRun=True" using this casing. lower/upper case won't trigger the Advanced Find to auto run (and that because the parsing of that parameter is as it is).
There you go - your custom filtered view available anywhere you want on any form :)
Wednesday, September 15, 2010
Another way of loading certain CRM Views into an IFRAME on the main form
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2 comentarii:
Good to see you're still up for research. :-)
Thanks!
Just couldn't let you get all the fun :)
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