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Display Entities on Different Sections of the Same Form

Configuration for the first grid

Create a new "D CRM EG Configuration"

Select an entity to display the grid on. Example Case

config1copy.png

Select and two entites to the list of entities to be displayed. Example Account and Contact

config2copy.png

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Drag Contact entity and drop it on the Account entity

If the drag entity (Contact) has many to one relationship with the dropped entity (Account), you will have the option to display related Contacts or all Contacts.

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Select fields for Account and Contact

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Save the new configuration.
Copy the Guid of the new configuration to a a temporary text editor.

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Close the new configuration.

Configuration for the second grid

Create a new "D CRM EG Configuration"
Select an entity to display the grid on. Case
Select Account entity and add it to the list of entities to be displayed.
Select fields for the Account entity.
Save the new configuration.
Copy the Guid of the new configuration to a a temporary text editor.
Close the new configuration.

Setting up the web resource for Case-Account-Contact and Case-Account D CRM EG Configurations

Open any "Case" record. Find and click "Form Editor" menu item.

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In the form editor, add a new "One Column Tab" to the form.

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Open up the new tab's properties (DbClick or use properties tool-bar button). Uncheck "Show the label for this tab on the form" check box. Click OK button.

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Add a new web resource to the tab.

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For the web resource, enter "dcrmeg_dcrmeghtml". Enter a name for the web resource.

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Paste the GUID for the first configuration to the "Custome Parameters {data}" field

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Click on the "Formatting" tab of the new Add Web Resource window.

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Set the "Number of rows" to 20. Uncheck "Display border". Click OK.

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Repeat "Setting up the web resource" for the second configuration

Save and publish the changes to the case form.

Refresh the case record. You should see two grids on different sections of the form.


Last edited Jul 4, 2016 at 4:11 PM by mehrdadcrm, version 5