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Display Two Unrelated Entities

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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Select fields for Account and Contact

configuration.png

Save and close the new configuration

Setting up the web resource

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

case1copy.PNG

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

case2copy.PNG

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.

case3copy.PNG

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

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Set the "Number of rows" to 22. Uncheck "Display border". Click OK.

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Save and publish the changes to the case form.

Refresh the case record. You should see two grids displaying selected fields from the "Account" and "Contact" entities.

Last edited Jul 4, 2016 at 4:09 PM by mehrdadcrm, version 5