Answered by:
CRM 2011 - Button "Add Existing Record" on incident entity subgrid missing

Question
-
Hi everybody,
our customer upgraded from crm 4 to crm 2011. One customization in crm 4 was that the entity incident got a self reference. In crm 4 you was able to click on the "sub-incidents"/Navigation and in the subgrid view you were able to add existing incidents.
After migrating that system to crm 2011 the "Add existing button" is missing in the subgrid is missing.
For testing purposes we created new crm organization and added a self reference to the incident entity and here we see the same behavior. The "Add Existing" Button is missing.
One interesting point is, if you install the ribbon workbench and navigate to incident - subgrid view, you can see this button.
We couldn't figure out yet, if one of the hidden rules causes that behavior.
Maybe someone has an idea how to fix that ?
Monday, February 16, 2015 2:53 PM
Answers
-
Hi,
Please refer some more posts related to this,
https://social.microsoft.com/Forums/en-US/318309b9-beb3-4505-97b4-174ccefe29f1/add-existing-button-for-case-entity-is-missing?forum=crm
https://social.microsoft.com/Forums/en-US/a1f4de81-27e2-4098-9d7e-6bc073cd87af/crm-2011-subgrid-add-existing-button-missing?forum=crmdevelopment
as explained in above standard out of the box entities like case does not display this button automatically, I can think of two ways of resolving this.
Open Ribbon workbench (or visual ribbon editor) for this entity
1. add new custom button (with same Icon, command etc.) but make sure display rule is set to display always.
2. try to customize existing button command display rule and see if this works
Hope this helps..
MayankP
My Blog
Follow Me on Twitter- Marked as answer by homeyJPS Friday, February 20, 2015 1:13 PM
Tuesday, February 17, 2015 12:43 PM
All replies
-
Please check following link regarding this..
https://rajeevpentyala.wordpress.com/2012/10/27/add-existing-button-is-missing-from-associated-view-ribbon-reason-fix/MayankP
My Blog
Follow Me on TwitterMonday, February 16, 2015 3:29 PM -
Thanks for your help Mayank, we tested it, but it seems that it doesn't matter which requirement constraint is set. We changed it to all states (not required, business required and required), always published the customizations and reloaded (open/close) the incident form.
It still does not appear.
Monday, February 16, 2015 4:10 PM -
I think Add Exisiting Button is hidden in Ribbon. Please unhide the button from Ribbon Workbench.
Regards, Saad
Tuesday, February 17, 2015 4:14 AM -
Hi,
Please refer some more posts related to this,
https://social.microsoft.com/Forums/en-US/318309b9-beb3-4505-97b4-174ccefe29f1/add-existing-button-for-case-entity-is-missing?forum=crm
https://social.microsoft.com/Forums/en-US/a1f4de81-27e2-4098-9d7e-6bc073cd87af/crm-2011-subgrid-add-existing-button-missing?forum=crmdevelopment
as explained in above standard out of the box entities like case does not display this button automatically, I can think of two ways of resolving this.
Open Ribbon workbench (or visual ribbon editor) for this entity
1. add new custom button (with same Icon, command etc.) but make sure display rule is set to display always.
2. try to customize existing button command display rule and see if this works
Hope this helps..
MayankP
My Blog
Follow Me on Twitter- Marked as answer by homeyJPS Friday, February 20, 2015 1:13 PM
Tuesday, February 17, 2015 12:43 PM -
Hi @ all,
thanks for your replies. We decided to add a custom button.
Friday, February 20, 2015 1:13 PM