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Question
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CRM 2013
Is it possible to put a button on the accounts form, and when clecked a popup window appear with a filtered view for a custom entity.
ie. if i have an account 123456, when i click a button on the form, a pop up window appears showing all related records from new_transets is shown.
If this is possible, are there any tutorials or examples to look at ?
Dont ask me .. i dont know
Tuesday, November 5, 2013 1:10 PM
Answers
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Hi Pete,
In 2011 you could use jscript to add buttons to a form http://www.netrisoft.net/2012/01/24/adding-buttons-to-a-crm-from-using-jquery/
I don't know if this would work on 2013 especially tablets. I am just getting up to speed with 2013 myself at the mo
Not sure MS be happy you add buttons on their new SPA look:-)
2013 also loads scripts asynch so this can give added complications
Good luck
Joe
- Marked as answer by Pete Newman Friday, November 15, 2013 9:51 AM
Tuesday, November 5, 2013 6:42 PM
All replies
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Why don't you use a sub grid
Joe
Tuesday, November 5, 2013 2:47 PM -
Hi Joe
There is a lot of custom entities linked to accounts, and rather than 'clutter' up the screen with data, I am trying to keep the main information on the account form, and just pop up associated data when it is required
Dont ask me .. i dont know
Tuesday, November 5, 2013 3:38 PM -
Hi Pete,
In 2011 you could use jscript to add buttons to a form http://www.netrisoft.net/2012/01/24/adding-buttons-to-a-crm-from-using-jquery/
I don't know if this would work on 2013 especially tablets. I am just getting up to speed with 2013 myself at the mo
Not sure MS be happy you add buttons on their new SPA look:-)
2013 also loads scripts asynch so this can give added complications
Good luck
Joe
- Marked as answer by Pete Newman Friday, November 15, 2013 9:51 AM
Tuesday, November 5, 2013 6:42 PM