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New Entity Customization RRS feed

  • Question

  • Hi everyone,

    Sorry for the probably obvious question, but I'm not much of a dev and this is my first entity creation in CRM, anyway my organization has 2011 up and running locally and I'm looking to create a new entity to organize a lot of our client's technical details, after some research I managed to get all the existing fields I want mapped to the new entity but what I want to be able to do with this entity is to have it available in the navigation panel on the left while the user is viewing an account page, but when clicked I would like it to load my default main form rather than the standard multiple views option with active/inactive/associated.

    Any help would be appreciated, Thanks!

    Friday, December 9, 2011 5:45 PM

Answers

  • Since you created 1:N relation between account and the new custom entity, it means that one account can have more than one record for the custom entity. Since you cannot show the form view for all the records, CRM provides a grid view that will list all the custom entity records associated with the account. You can then double click on any of the records in the grid and check the details in the form view.

     

    Now, if you are always going to have only one record in custom entity for each account, i guess you should not have created a custom entity. You could have added all these fields to the account entity itself. You can add custom attributes to existing entities.

    You can then create a tab on the account form and place all these custom fields on that tab. This tab will then appear in the left navigation as a link on the account form.

    HTH

    Sam


    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Sam - Inogic Saturday, December 10, 2011 2:39 AM
    • Marked as answer by SteveAG Sunday, December 11, 2011 4:58 PM
    Saturday, December 10, 2011 2:39 AM

All replies

  • You want to set the default grid to a specific view?  You can set which view you want to see by default by going to: Settings --> Customization --> Customize My System --> Expand Entities --> Expand your custom entity --> Click Views --> Select the view you want to default to --> Click More Actions --> "Set default" in the grid's toolbar.  If you do not want the active/inactive views then you can either delete them or de-activate them - This can be done on the same grid that you set the one as default.

    Reply if you have any further questions.


    thanks,

    Brandon

    • Proposed as answer by Philippe LEAL Friday, December 9, 2011 6:34 PM
    Friday, December 9, 2011 6:07 PM
  • Actually ideally I'd like to eliminate the grid view entirely and have the entity load the main form itself for the account I'm currently in, i.e. when the user opens CRM they'd go to accounts>Customer A>Custom Entity from Nav screen, and from there they would see the main form with all of the information for Customer A
    Friday, December 9, 2011 7:16 PM
  • Since you created 1:N relation between account and the new custom entity, it means that one account can have more than one record for the custom entity. Since you cannot show the form view for all the records, CRM provides a grid view that will list all the custom entity records associated with the account. You can then double click on any of the records in the grid and check the details in the form view.

     

    Now, if you are always going to have only one record in custom entity for each account, i guess you should not have created a custom entity. You could have added all these fields to the account entity itself. You can add custom attributes to existing entities.

    You can then create a tab on the account form and place all these custom fields on that tab. This tab will then appear in the left navigation as a link on the account form.

    HTH

    Sam


    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Sam - Inogic Saturday, December 10, 2011 2:39 AM
    • Marked as answer by SteveAG Sunday, December 11, 2011 4:58 PM
    Saturday, December 10, 2011 2:39 AM
  • That's pretty much the conclusion I was coming to, just figured I'd ask people with more experience, I was trying to avoid the tabbed approach because I have about 100+ fields I want to add and didn't want to jumble it in with everything that's pre-existing and create 4-5pgs of fields to scroll through.

     

    Thanks for the help anyway.

    Sunday, December 11, 2011 4:57 PM