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Contact Entity Form - adding new tab but fields not available...? RRS feed

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    Hi there,
    we are wanting to add a new tab on the Contact Entity Form, and we want to carry over or add fields with some of the information that is already on the main (General Tab) like First Name, Last Name etc, but when going to add those fields to the new Tab, they are not available.

    The only one that is the same and still available is Salutation.

    The reason for us wanting the same information on another tab is to streamiline data input for a particular area of the business and putting all the fields for that part of the business on 1 Tab so the Data Input People for that area do not have to flick through several tabs to input data etc....is that making any sense?

    Thanks and kind regards
    Rossco
    Wednesday, February 10, 2010 8:05 PM

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    if you want to replicate means copy( from one field to another) then yest you can copy the data on the onchange() event of each field

    e.g. on the firstname onchange() event you can put this code.
    crmForm.all.new_firstname.DataValue = crmForm.all.firstname.DataValue;

    similary, for lastname onChange() event you can put this code.
    crmForm.all.new_lastname.DataValue = crmForm.all.lastname.DataValue();

    etc. where as new_firstname and new_lastname are your newly created attributes.
    Thursday, February 11, 2010 3:48 AM

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    Hi
    you can move the fields from one tab to other, just select the field on the first tab, click properties, and then select the tab form teh properties window where you want to move.

    One field at one time can only be added to one tab or section.

    if you want fields similar to firstname lastname, then you have to create new attributes.

    Note: you must save form and then publish your entity.
    Wednesday, February 10, 2010 8:10 PM
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    You can only select an attribute one time to show up on tab x. Of course you could work around this by creating copied attributes, but I don´t think this would be the right way.

    If you need to speed up data input, you should take a look at the following add on http://www.advantageworks.com/Products/Editable-Grid.aspx

    create a view with all the attributes the data input people should have access to and you´re done
    Gruß Carsten Groth http://carstengroth.spaces.live.com
    Wednesday, February 10, 2010 8:15 PM
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    Hi,
    is there a way then, to replicate the data on 1 tab to another tab (even though the fields will have to be names differently)?

    So say Contacts name and address, put the details in 1 tab and they autmatically get copied ot another tab? obviously with mapping the fields correctly.. ;-)

    Could this be done with some JavaScript?

    kind regards
    Rossco
    Wednesday, February 10, 2010 10:44 PM
  • Question
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    if you want to replicate means copy( from one field to another) then yest you can copy the data on the onchange() event of each field

    e.g. on the firstname onchange() event you can put this code.
    crmForm.all.new_firstname.DataValue = crmForm.all.firstname.DataValue;

    similary, for lastname onChange() event you can put this code.
    crmForm.all.new_lastname.DataValue = crmForm.all.lastname.DataValue();

    etc. where as new_firstname and new_lastname are your newly created attributes.
    Thursday, February 11, 2010 3:48 AM
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    Rossco, it is also possible to customise the form HTML so that some data gets displayed in the form header just about the tabs. Normally, it says "Contact: [Contact Full Name]", but you can modify this HTML to display, for example, the contact's Parent Customer, a telephone number, address or email address.

    Unfortunately, I'm not a developer otherwise I'd share the code with you, but I know one of my customer's developers achieved this and it was very popular with the users. They inserted a string to let the support users know whether the contact was an active subscriber or not. You can see it here. This method is not described in the CRM SDK so it is not supported by Microsoft.
    Thursday, February 11, 2010 8:13 AM
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    It can aslo be done with a workflow using field onchange.
    Best Regards | Twitter: edwardsdna
    Monday, February 15, 2010 5:04 PM