locked
how to add conversation tab field for note in form that i was created RRS feed

  • Question

  • how to add conversation tab field for comments of users in form that i was created ?
    • Edited by ehsan af Monday, February 15, 2016 10:44 AM
    Monday, February 15, 2016 9:55 AM

Answers

  • Hi,

    You cannot insert the fields  from another entity to your current entity.

    Here is what you can do.

    1. Insert the Subgrid of the related records (1: N or N : N relationship)

    2. Create your custom application which integrates with another entity and use webresources/ Iframe to achieve this.

    Hope this helps,


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in

    • Marked as answer by ehsan af Saturday, February 20, 2016 8:50 AM
    Tuesday, February 16, 2016 6:55 AM

All replies

  • Hi,

    Do you want to customize the CRM form to add tab .Please refer

    http://crmbook.powerobjects.com/system-administration/customization/customizing-entities/

    Regards,

    Yusuf


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in

    Monday, February 15, 2016 1:52 PM
  • i know this but conversation tab >> note does not exist in fields and i can not to create it when i create new field

    please help me step by step

    thanks :)

    Monday, February 15, 2016 3:06 PM
  • Hi Ehsan,

    We are not able to understand your requirement.Can you post your tab/field screenshot and explain in detail what you want to achieve.

    Thanks


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in

    Tuesday, February 16, 2016 6:12 AM
  • i want to insert "tabs control" filed ( that exist in case forms ) in new form that i created .
    Tuesday, February 16, 2016 6:47 AM
  • Hi,

    You cannot insert the fields  from another entity to your current entity.

    Here is what you can do.

    1. Insert the Subgrid of the related records (1: N or N : N relationship)

    2. Create your custom application which integrates with another entity and use webresources/ Iframe to achieve this.

    Hope this helps,


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in

    • Marked as answer by ehsan af Saturday, February 20, 2016 8:50 AM
    Tuesday, February 16, 2016 6:55 AM
  • thanks :)
    Tuesday, February 16, 2016 7:22 AM