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Navigation links pointing to custom views

Proposed Navigation links pointing to custom views

  • Tuesday, April 10, 2012 8:42 AM
     
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    I have an issue in dynamics crm 2011.

    A campaign can have multiple campaign responses (1:n) relationship. I created several views for campaign responses depending on the value in an option set.

    How do I add links in the left side navigation of the Campaign screen that will open my custom filtered views of campaign responses ? I tried using this approach, modifying the customizations.xml from the exported solution, but it's not working.

    http://blogs.infinite-x.net/2011/04/18/crm-2011-adding-a-view-to-the-sitemap/

    My xml for the link is:

    <NavBarItem Id="aaaa" Icon="$webresource:my_icon.png" Url="/_root/homepage.aspx?etn=campaignresponse&amp;viewid=%7bDCA90502-AF80-E111-8FC1-984BE11098B3%7d" Area="Sales" Sequence="1003">
   <Titles>
       <Title LCID="1033" Text="zzzzzzzzzzz" />
   </Titles>
</NavBarItem>

    Note: My objective is to click the custom link from the left side navigation section of the campaign form and open the custom view for filtered campaign responses, of the current campaign.

    If anyone succeeds in doing this, I would be grateful for an explanation and souce code used.

    Side note: instead of using <NavBarItem>, did anyone manage to use <NavBarByRelationshipItem>, using a custom ViewId ? I couldn't make either of these work.

     

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  • Friday, May 11, 2012 12:12 AM
     
     
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    Hi Daniel,

    That seems quite surprising as I have more than 4 such links in my left nav with different custom views and they all work fine, I have used similar xml tag in sitemap as you have mentioned above. I would help if you can explain what error you are getting or embed a screenshot.

     
  • Friday, May 11, 2012 12:24 AM
     
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    Hi Daniel,

    The URL seems to be correct. I think you also need to specify values for Description as well.

    See this link for details.

    http://msdn.microsoft.com/en-us/library/gg328483.aspx#BKMK_DisplayViewInApplicationUsingSiteMap

    I hope this helps. If my response answered your question, please mark the response as an answer.

    Dimaz Pramudya - CRM Developer - CSG (Melbourne) www.xrmbits.com http://twitter.com/xrmbits