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Display Customer and parent Customer in a tree structure RRS feed

  • Question

  • Hello Experts,

    I have requirement where i need to display customer(Account) and parent customer in a tree structure within the dashboard.

    In tree structure if we click on parent customer node it should expand and display all the related customers below it. relationship is established using connection roles. Connection roles are defined as parent customer, company owner, co borrower etc. So if there is a parent customer called XYZ then it should get all the records connected through different connection roles and show al the child or related records below it.

    How to create a tree structure of customers and display within the dashboard ?.

    Thank you,

    Madhusudhan M


    Thanks and Regards. MadhuSudhan M


    • Edited by Madhu-CRM Monday, March 10, 2014 10:29 AM
    Monday, March 10, 2014 9:34 AM

Answers

All replies

  • Hi Madhu,

    You can create a custom HTML web resource, and use the REST calls via JavaScript to fetch the records related by Connection roles, and have them displayed in a tree format. You would need jQuery for rendering the tree format. Once you have that, you could edit your dashboard and embed the HTML web resource over there.


    Admin QuikView Solution for CRM 2013

    Monday, March 10, 2014 11:21 AM
  • Thanks for the reply Dynamotion,

    It would be helpfull for me if you can give a link or an exampe for displaying records in tree structure.

    Thank you

    Madhusudhan


    Thanks and Regards. MadhuSudhan M

    Monday, March 10, 2014 11:48 AM
  • Hi Madhu,

    For creating a tree structure, you could either create a custom one of yours (using jQuery) or you could use readymade jQuery plugins.

    You could have a look at these links:

    http://code.google.com/p/dynatree/

    http://www.codeproject.com/Articles/664033/Creating-Treeview-in-jQuery

    https://plugins.jquery.com/tag/treeview/

    http://bassistance.de/jquery-plugins/jquery-plugin-treeview/

    If you ask me, I would say go ahead and create your custom one using jQuery; that way things become simpler and easier to maintain without any dependency.

    P.S. You can have a look at my signature, where I made a similar tree view for Business Units in CRM. It's a HTML web resource which shows records in a tree view.


    Admin QuikView Solution for CRM 2013

    • Marked as answer by Madhu-CRM Tuesday, March 11, 2014 6:59 AM
    Monday, March 10, 2014 12:16 PM
  • Thank you Dynamotion,

    this helped me a lot.  Sorry for late reply. 

    Is it possible to build a query within crm instead building query outside crm and displaying it in a custom html page. Build a query within crm and use the query within html web resource. Is it possible ?



    Thanks and Regards. MadhuSudhan M

    Tuesday, March 11, 2014 7:02 AM
  • Hi Madhu,

    The query has to be built within CRM itself, for the REST calls to work; meaning the javascript files containing the queries need to be created as web resources in Dynamics CRM. I suggest you have a look at the sample here "\SDK\SampleCode\JS\RESTEndpoint\JavaScriptRESTRetrieveMultiple" in the CRM SDK, where you'll find the files that perform the fetch operations.


    Admin QuikView Solution for CRM 2013

    Tuesday, March 11, 2014 9:28 AM