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  • Question

  • Hi,
    i'm fairly new to CRM and wondering what's the best practice for displaying related entity details on a From so that the user doesn't have to have multiple windows open.

    In detail,

    In the phone call activity form,

    how to display some details of the lead associated with the phone call and let the user update those fields related to lead.

    Regards,
    Monday, July 20, 2009 3:34 AM

Answers

  • by using Iframes you will be able to show navigational item in your form.

    Take a look at my blog there are many jscript examples of hoe to do it.
    Tiaan van Niekerk http://crmdelacreme.blogspot.com Skype:tiaan.van.niekerk1
    Monday, July 20, 2009 4:59 AM
  • Hi,

    you have two question.

    1. To display related entity fields: You can create a view and display that view in iframe.
    2. To update related entity fields: In that case you can use workflow/custom code to update related entity records.

    Hope it will help !!!!


    Mahain
    Monday, July 20, 2009 5:20 AM
    Moderator

All replies

  • by using Iframes you will be able to show navigational item in your form.

    Take a look at my blog there are many jscript examples of hoe to do it.
    Tiaan van Niekerk http://crmdelacreme.blogspot.com Skype:tiaan.van.niekerk1
    Monday, July 20, 2009 4:59 AM
  • Thanks Tiaan,

    Now i have got it working that way.

    Let's say if i have to only show few fields of the entity and not show the entire edit Form then what's the best way,

    Can we use javascript to get fields of that related entity and display it within an iframe? and also update it onSave()?

    REgards
    Monday, July 20, 2009 5:13 AM
  • Hi,

    you have two question.

    1. To display related entity fields: You can create a view and display that view in iframe.
    2. To update related entity fields: In that case you can use workflow/custom code to update related entity records.

    Hope it will help !!!!


    Mahain
    Monday, July 20, 2009 5:20 AM
    Moderator
  • Hi Mahain,

    Yep you are right.

    Thanks For your suggestions.
    Monday, July 20, 2009 5:31 AM