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How can I add a button near to the New button of a custom entity... RRS feed

  • Question

  • On the form of an Account I click on the button of my custom entity Relations below the button Workflows in the Detials area.
    In the view of the custom entity I want to add a button New Case near to the button New Relation and Existing Relation.
    So when I select a record of my Relation view and I click on New Case the lookup of Relation on the Case form is set to the selected Relation.

    So question 1: Can I add a button?
    Question 2: How can I pass the selected Relation to the Case form? To set the lookup at the Case form...

    How can I accomplish this?
    Thanks in advance.

    Regards,
    Kris.
    Sunday, September 26, 2010 3:53 PM

Answers

  • The page to go to should be in the Url attribute.

    There is a problem with your Xml snippet; you need to use a <Tooltips> and <Tooltip> element, not a ToolTip attribute

    <Entity name="new_lidmaatschap">
     		<ToolBar ValidForCreate="0" ValidForUpdate="1">
     			<Button Icon="/_imgs/ico_18_debug.gif" Url="http://www.microsoft.com" PassParams="1" WinParams="" WinMode="0">
     <Titles>
     <Title LCID="1033" Text=" Nieuw: aanvraagTest " />
     </Titles>
     <Tooltips>
     <Tooltip LCID="1033" Text="Nieuw aanvraag" />
     </Tooltips>
    
    </Button> <ToolBarSpacer/> </ToolBar> </Entity>


     


    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
    • Marked as answer by Jim Glass Jr Friday, October 22, 2010 7:04 PM
    Friday, October 22, 2010 11:07 AM
    Moderator
  • Also there are some good tools (MSCRMTOOLS) to do this please find them here

    http://mscrmtools.wordpress.com/tools/isv-configuration-manager/


    Hope this helps. Amar
    • Marked as answer by Jim Glass Jr Friday, October 22, 2010 7:04 PM
    Friday, October 22, 2010 6:04 PM

All replies

  • You can add the button in the ISV.config file. You have to export it from the Export Customisations list, modify it and then import it back into CRM. Here is a ISV.config reference on msdn http://msdn.microsoft.com/en-us/library/bb928136.aspx

    You can retrieve the id of the selected row using getSelectedItems as this post demonstrates http://www.eggheadcafe.com/software/aspnet/35290196/isv-config-return-selected-items-from-grid.aspx.


    MSCRM Bing'd - http://bingsoft.wordpress.com

    Check out the CRM 4 to CRM 2011 JavaScript Converter Tool
    Sunday, September 26, 2010 7:48 PM
    Moderator
  •  

    Thanks RhettClinton for your reply.

    I've put the following code in the ISV.config file and load it up but I get the error 'either the file could not be uploaded, or this is not a valid Customization file.

    Where do I set the page to surf to when clicking on the button? Is that the Url?

    Kind regards,
    Kris.

     

     

    <Entity name="new_lidmaatschap">
      		<ToolBar ValidForCreate="0" ValidForUpdate="1">
      			<Button ToolTip="Nieuw aanvraag" Icon="/_imgs/ico_18_debug.gif" Url="http://www.microsoft.com" PassParams="1" WinParams="" WinMode="0">
       <Titles>
        <Title LCID="1033" Text=" Nieuw: aanvraagTest " />
       </Titles>
      </Button>
      <ToolBarSpacer/>
    </ToolBar>
    	</Entity>
    

     

    Monday, September 27, 2010 1:46 PM
  • The page to go to should be in the Url attribute.

    There is a problem with your Xml snippet; you need to use a <Tooltips> and <Tooltip> element, not a ToolTip attribute

    <Entity name="new_lidmaatschap">
     		<ToolBar ValidForCreate="0" ValidForUpdate="1">
     			<Button Icon="/_imgs/ico_18_debug.gif" Url="http://www.microsoft.com" PassParams="1" WinParams="" WinMode="0">
     <Titles>
     <Title LCID="1033" Text=" Nieuw: aanvraagTest " />
     </Titles>
     <Tooltips>
     <Tooltip LCID="1033" Text="Nieuw aanvraag" />
     </Tooltips>
    
    </Button> <ToolBarSpacer/> </ToolBar> </Entity>


     


    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
    • Marked as answer by Jim Glass Jr Friday, October 22, 2010 7:04 PM
    Friday, October 22, 2010 11:07 AM
    Moderator
  • Also there are some good tools (MSCRMTOOLS) to do this please find them here

    http://mscrmtools.wordpress.com/tools/isv-configuration-manager/


    Hope this helps. Amar
    • Marked as answer by Jim Glass Jr Friday, October 22, 2010 7:04 PM
    Friday, October 22, 2010 6:04 PM