URL of the Notes Tab - So position it on another tab as a duplicate

Semua Balasan

• 01 September 2008 21:56

   

   
  

  0

  You can only have 1 notes control per entity. but you can move the entire notes section (not iframe) to any tab you like. just double click on the section and select a new tab for it.

   

   

  • Balas
  • Kutip

   
• 01 September 2008 22:53

   

   
  

  0

  Hi,

   

  Thanks for the help.

   

  Do you know then if it is possible to actively using Javascript change the entire notes section from the notes tab to another tab when selected. And then back to the notes tab if re-selecting the notes tab again.

   

  If I could do this, my problem is solved.

   

  Thanks,

   

  Chris

   

  • Balas
  • Kutip

   
• 02 September 2008 0:21

   

   
  

  0

  Just realized what you're trying to do. You can easily create a new IFRAME on the desired tab set its “src” attribute with the original notes tab URL and you're done.

   

  Here is a post with a similar request: http://forums.microsoft.com/Dynamics/ShowPost.aspx?PostID=2867250&SiteID=27

   

  • Balas
  • Kutip

   
• 02 September 2008 1:28

   

   
  

  0

  Hi,

   

  I actually found that thread yesterday when I began trying to figure this out, however I was unable to get it going.

   

  Can I not do it simply with a URL, or does it require JavaScript.

   

  At the moment if I use this URL:

  /crm/_controls/notes/notesdata.aspx?id=&ParentEntity=4&EnableInlineEdit=true&EnableInsert=true

   

  I do get a notes field with the link to add a new note, but the notes for this client have not loaded into it.

  I somehow I feel I am missing the id variable but not sure what it's GET name is.

   

  Is that what the JavaScript is needed for?

   

  Chris

   

  • Balas
  • Kutip

   
• 02 September 2008 2:04

   

   
  

  0

  Chris,

   

  The notes control requires parameters so you need to construct the URL using javascript (dynamically).

  Luckily, the JavaScript needed to accomplish that is very simple.

   

  Add a new iframe to the desired tab and call it IFRAME_Notes.

  Set the URL to about:blank and uncheck the “restrict cross domain script” checkbox.

   

  In the form onload event insert the following script:

   

  Code Snippet

   

  function OnCrmPageLoad()

  {

        CreateNotesIframe();

  }

   

  function CreateNotesIframe()

  {

        var IFRAME_Notes = document.all.IFRAME_Notes;

            IFRAME_Notes.src = "/MicrosoftCRM/_controls/notes/notesdata.aspx?id=" + crmForm.ObjectId + "&ParentEntity=" + crmForm.ObjectTypeCode + "&EnableInlineEdit=true&EnableInsert=true";

  }

   

  OnCrmPageLoad();

   

   

   

  • Balas
  • Kutip

   
• 02 September 2008 2:40

   

   
  

  0

  Hi Adi Katz,

   

  Thanks! That work perfectly.

   

  Exactly what I was after.

   

  Just to clarify for anybody else reading this forum.

   

  This part of the code (Where is reads MicrosoftCRM bold in red below):

  IFRAME_Notes.src = "/MicrosoftCRM/_controls/notes/notesdata.aspx?id=" + crmForm.ObjectId + "&ParentEntity=" + crmForm.ObjectTypeCode + "&EnableInlineEdit=true&EnableInsert=true";

   

  This is the unique name of your CRM. Should be seen in the top right of the main CRM window under your login name.

   

  Many thanks,

   

  Chris

  • Balas
  • Kutip

   
• 21 September 2008 8:24

   

   
  

  0

  Hi chris ,

   

  The source should be for any deployment:

  Code Snippet

  function CreateNotesIframe()
  {
        var IFRAME_Notes = document.all.IFRAME_Notes;
            IFRAME_Notes.src = "/"+ORG_UNIQUE_NAME+"/_controls/notes/notesdata.aspx?id=" + crmForm.ObjectId + "&ParentEntity=" + crmForm.ObjectTypeCode + "&EnableInlineEdit=true&EnableInsert=true";
  }

   

   

   

  For on-premise CRM deployment.

   

  Shai

  • Balas
  • Kutip