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CRM 2011: Modify the fetch xml of an associated view (Left Navigation) dynamically RRS feed

  • Question

  • Hi, 

    we have a requirement to show all related records fr the current record and it's child entity records in one single view. 

    For example, I want to show all the Activities related to an Account, it's child contacts, it's child cases etc in one view. If we add a subgrid I know we can dynamically set the fetchxml for the grid to change the results. 

    subgridElement.control.setParameter("fetchxml", dynamicFetchxmlstring);

    Can we achieve the same functionality for a left navigation item? - i.e. When I click on the 'Activities' left navigation on an Account form I want to see all related Activites (parent, children). So is there a way to set the fetchxml dynamically when the left navigation link pane loads ? Is it supported?

    Please help. 

    Thanks


    Tuesday, September 3, 2013 4:57 PM

Answers

All replies

  • Hi,

    About showing all activities including contacts and cases, if I am not wrong, they are shown on the account by default. About a JavaScript to change the Fetch of a view, you could exactly do the same you have been done. On the click of the left navigation item (this is not a supported builtin handler) you could change the Fetch of the view and replace it with your own.



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    Tuesday, September 3, 2013 5:54 PM
    Moderator
  • You could also write a plugin on pre-RetrieveMultiple and modify the query. See similar question:

    http://social.msdn.microsoft.com/Forums/en-US/60c9849d-281e-4499-be4f-3c705b0ffa8d/crm-2011-modifying-queryexpression-on-retrievemultiple-message


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    Tuesday, September 3, 2013 9:03 PM
  • Hi,

    I was just mentioning the activities as an example, our requirement is on a custom entity. The out of box functionality will not show all related records on custom entities. So can we modify the associated view fetchxml on a custom entity ?

    Wednesday, September 4, 2013 9:52 AM
  • You could also write a plugin on pre-RetrieveMultiple and modify the query. See similar question:

    http://social.msdn.microsoft.com/Forums/en-US/60c9849d-281e-4499-be4f-3c705b0ffa8d/crm-2011-modifying-queryexpression-on-retrievemultiple-message


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    Hi, thanks for the response. We don't want to use the retrieve multiple plugins because of the performance overheads. So wondering if this can be achieved using javascript ?
    Wednesday, September 4, 2013 9:53 AM
  • Then you would have to explore Payman's suggestion and try to filter the view on click of the relationship. Otherwise you could add a subgrid to your form and filter it that was since you already know how to do that.

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    Wednesday, September 4, 2013 9:55 AM