Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Connections, activities and views RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi Forum,

    I have a Case form where I have a grid showing the related Activities - this works out of the box.

    Then I made a connection between Case and Opportunity (both ways) - this works perfect.

    Now the question is, is it possible to put a grid on the Case form, showing the activities related to the Opportunity?

    br

    henrik

    --- Best regards Henrik Skydtsgaard


    Thursday, October 9, 2014 7:20 AM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi Henrik,

    Please follow the following process:

    1. Create a subgrid to display all activities.

    2. Use the following example to filter out activities of Opportunity on case. Also check this link.

    3. Call the javascript on load and on change of Opportunity lookup.

    Regards,

    Saad


    • Edited by Mohd Saad Thursday, October 9, 2014 7:45 AM added link
    • Marked as answer by Henrik Skydtsgaard Thursday, October 9, 2014 9:59 AM
    Thursday, October 9, 2014 7:43 AM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi henrik,

    You can put a subgrid displaying all activities and filter out only those activities related to opportunity using Odata.

    Regards,
    Saad

    Thursday, October 9, 2014 7:26 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi Saad,

    First of all thanks. Can you give an example of how to do this? Nothing detailed?

    The Odata is that something I should change in the Xml metadata for the Form or should it be build with jscript?

    br

    henrik

    --- Best regards Henrik Skydtsgaard

    Thursday, October 9, 2014 7:32 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi Henrik,

    Please follow the following process:

    1. Create a subgrid to display all activities.

    2. Use the following example to filter out activities of Opportunity on case. Also check this link.

    3. Call the javascript on load and on change of Opportunity lookup.

    Regards,

    Saad


    • Edited by Mohd Saad Thursday, October 9, 2014 7:45 AM added link
    • Marked as answer by Henrik Skydtsgaard Thursday, October 9, 2014 9:59 AM
    Thursday, October 9, 2014 7:43 AM