Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
A very different requirement RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

     

    Hello All,

     

                   I have a very different requirement....Please help me out with it

     

    We have a radio button on one of the form with label as Customer Opportunity Plan and values as YES or NO.

    If the user selects YES, then he should be able to attach a file else not. They need a attachment attribute on form or something similar wherein they can directly browse for the file from the form itself and attach file there itself.

     

    To achieve this requirement, we added a IFrame on the form that is visible only when the user says YES. This IFrame is given the url of the Attach a File window(Action > Attach a File) Menu Item.

    The url is as below:

    http://bsg_mscrm:5555/bsg/notes/edit.aspx?hideDesc=1&pId=%7b63575B2E-D248-DD11-B120-005056B16DEF%7d&pType=10004

     

    And the customization worked also. But the issue that we are now facing is: we are able to browse the file, attach a file. But once the file is attached, we need to close the dialog box to make that attachment visible in the Notes tab. But the Close button on the attachment dialog is not working.

     

    Please help me out of this or please suggest alternate ways to achieve this. This is really urgent. Please reply as soon as possible.

     

     

    Thanks and Regards

    Sonia Pampattiwar

    Thursday, July 3, 2008 11:28 AM

Answers

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote
    This is a question that has come up a couple of times in the forums, and there hasn't been a good answer to how to display a custom web page and have the close button of the CRM form close and save the custom web page.

    Our solution is to integrate Microsoft Sharepoint and display a navigation bar icon for Sharepoint on the record.  For each account we automatically create a sharepoint document library specific to that account, then when they need to attach a file, they click on the sharepoint link on the record.

    Sharepoint automatically saves it when you upload, and you can also using javascript hide and reveal the link based on the selection in the radio button.

    This has worked great for us, because people who are not users of CRM can browse to that document library in SharePoint and access the documents and add documents.
    Thursday, July 3, 2008 11:38 AM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote

     

    yes.....I did go through them.

    But our client is not ready for anyother software other than MS CRM. Can youplease suggest any other altrnative for this. Like how can i call a menu item from javascript

    Thursday, July 3, 2008 11:56 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    What you can do is to use javascript to trigger the custom page to submit the form so that a postback can happen on the custom page.  To do this, you can decalare a variable (e.g.var customPageEvent) in the onLoad of the entity form.  When the iframe is loaded, assign an anymous function (e.g customPageEvent = function x (form.submit())Wink.  In your OnSave, you can then triggerPageEvent based on a certain condition.

     

    Once form.submit() is called, your custom web page should be able to be posted back and you should be able to get the file stream and the rest is just CRM standard development stuff.

     

    Let me know if you have any questions.

    Thursday, July 3, 2008 6:45 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi Lee,

     

    can you please send me the code to submit an .asp page from IFrame. I would appreciate if you could send me a code.

    The requirement is....

    1) I wrote an classic asp page which displays checkboxes dynamically by retrieving the data from db.

    2) I have embedded this asp file in Iframe(crm dynamics)

    3) I would like to post or submit the data from Iframe when the user ticks/unticks the checkbox and save it in db(which i can write in asp file).

     

    I was desperately looking for this code.

     

    I kindly request you to send me the code.

     

    Thanks in advance.

     

    Shashi

     

     

     

    Tuesday, August 19, 2008 3:36 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

     

    I am interested also. Could you provide a sample or snipette?
    Tuesday, September 23, 2008 6:27 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Here is a similar request

     

    You can also change the button1.click() with <FormId>.submit();

     

    Wednesday, September 24, 2008 1:19 AM