Case Associated View with Custom entity

Hi,
I am working on MS CRM 2011 and I have a custom entity called "Card" which is related to the Case entity N:1 (referential).
This relationship created a left navigation link on the "Card" entity displaying the view "Case Associated View". However when I click on it, none of the related cases appear obviously because it is a referential and not parental relationship
and the relationship behavior cannot be changed to "Parental". This view works only on some built-in entities such as "Contact".
I am trying to find a supported solution to display all the associated cases on the above Custom entity.
Any help is appreciated.
Regards,
Joe Mouawad.

Display related child records in Grid has got nothing to do with relationship type. Whether it is parental or refrential the records should be shown in the grid. While configuring grid on the form you get the option to select related record and select Active
case view. Please resetting those settings. Publist Customization and retest.
Regards Faisal

Similar Messages

  • Dynamics crm 2015 unexpectedly deleted associated view for custom entity

    i  have contact and custom entity.it has associated view.unfortunately i deleted associated view.while exporting the solution export fail how can i resolve this one.any help would be highly appreciated.
    hsk srinivas

    Do you have the view in another environment (e.g. PROD)?  If so, you can create a new Solution there and just add the entity to the solution and Export/Import it back to your "broken" environment.

  • Oracle Portal - Associated Procedures With Custom Item

    Dear Gurus,
    I need to ask a question, when i have a custom Item built using Oracle Portal 10.1.4.2.0. and we have two procedures associated with this item. I need to display this item in some place with the first procedure and in another place with the second prcoedure.
    What i want to explain is written as an example
    Custom Item Type asscoiated with two different procedures (News Custom Item Type with two different procedures "brief procedure" and "detail procedure").
    In one page i need to invoke the first procedure to display the item in Detail view and the second procedure to diplay the item in Brief view.
    How can i invoke different procedures associated with this custom item type or how can i apply different procedures on custom item type to gain different views.
    Please can help me or if you need a details i can presents more details.
    hint:
    i know something in Oracle Portal called ("Associated procedures"). and we use "related funbctions" attribute when we need to invoke a procedure to render some Custom Item Type.
    But i cannot do that and this question is very important
    Best Regards,

    I've sorted this now - silly me, I'd left a <blank line> attribute in the display properties...

  • Data View with customized command buttons

    I would like to show data from a table in browse window and place customized command buttons such as search key, filter, etc.
    Please advise.

    What you describe is a form. And you don't want a browse window, but a grid inside this form. The only thing you set in a grid in the first degree is the recordsource, and then it will display the same data view as a browse.
    The rest of your idea can be placed into the same form as controls, textboxes, buttons, etc. and you might make use of the idea sketched by Alaa Mukhtar.
    In the second degree, right click on controls you put on a form while designing it with the form designer, and you can get a help via a builder you get offered in the context menu.
    Bye, Olaf.
    Olaf Doschke - TMN Systemberatung GmbH
    http://www.tmn-systemberatung.de

  • CRM Security: Add Case from associated view on Account

    I am having some issues in CRM Online...
    Scenario:
    User is allowed to Read all Account records in CRM but cannot Write to them. User is allowed to create new Case records and link these to any Account record.
    The User must be able to create a Case from within an Account (i.e. from the Case Associated View within an Account Record).
    Current implementation: 
    User as the following security permissions assigned: 
    Account Entity: Read (ORG); Append (ORG); Append To (ORG)
    Case Entity: Create (ORG); Read (ORG); Write (ORG); Append (ORG); Append To (ORG)
    Problem:
    The User can create a Case record and link this to an Account record
    BUT the user does not see the 'Add New Case' button from within the Case Associated View within an Account Record.
    The permissions are correct as the user can create cases and link to Accounts but for some reason they do not see the 'Add New Case' button in the associated view.
    I have done some testing and if the User has Write permissions on the Account entity then the button appears, but without that it does not. Oddly, there is a similar set up for Contacts, but the user sees the 'Add New Contact' button in the Contacts Associated
    view (note that permissions for Contacts is the same as for Cases).
    Has anyone encountered this problem or is there something that I am missing here?
    Thanks

    Hi,
          customise the ribbon for case and make sure Add New Case button is visible all the times. Here is the MSDN article for how to customise the ribbon:
    http://msdn.microsoft.com/en-us/library/gg309639.aspx
           Alternatively use ribbon workbench from link below and alter the display rules for the Add New Case button.
    https://www.develop1.net/public/Download%20Ribbon%20Workbench%202013.aspx
    Hope this helps.
     Minal Dahiya
    blog : http://minaldahiya.blogspot.com.au/
    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

  • Changing the default associated view for a related entity

    A question from a peer:
    Hey there
    Do you know how in CRM 2015 to change the default associated view for a related entity?
    Say you are in an Account and from the menu open the opportunities for that account.
    That new pop up window states “Opportunity Associated View” I want to change that to “My Custom View”
    I thought we covered this in class years back but cannot remember

    There are a few ways to get what you want, the easiest being
    Create a document as you want it for a particular site, save it is junk.php or similar and create a new file by saving as this as the proper document name such as index.php
    Use the Dreamweaver template system, i.e. create a template with a .dwt.php extension like template.dwt.php and use that to create new pages.
    There are other ways like creating your own php template system. But you can put that in the too hard basket.

  • Discoverer Viewer/Plus does not work with Custom EUL owned by APPS user

    I am facing a unique issue with one of my customers. They have a custom EUL named XX_EUL_US and this does not allow connecting through discoverer viewer or discoverer plus.
    I have worked with custom EULS before at other customers and this was never the case. I am being told that this issue is happening as the EUL owner is APPS instead of some other user. Is this the case? Can discoverer viewer not be used with EULs owned by apps user?
    Please not that the Default EUL in ICX profiles is set to this EUL and no other EUL profiles are set.
    Appreciate any thoughts on this.

    Hi,
    I am not sure what you mean when you say you have a "custom EUL named XX_EUL_US". The EUL table should be created in a schema named XX_EUL_US. This will then be the EUL owner. You will then need to connect to Discoverer Administrator as the EUL owner and grant privileges to Apps users and/or responsibilities.
    The user should then be able to connect to Discoverer Plus/View using their apps username, responsibility and password.
    To be able to connect directly from an apps menu you need to have the ICX parameters set correctly. The ICX: Discoverer Default End User Layer Schema Prefix should be set to XX_EUL (without the _US). The ICX: Discoverer End User Layer Language Override should be set to US or not set at all.
    Rod West

  • Set Time Interval with custom fields in generic list with view(SPViewCollection.SPViewType.Calendar)

    I need to set time interval range with custom date fields in sharepoint view SPViewCollection.SPViewType.Calendar. How to do that?
    My code is this:
    System.Collections.Specialized.StringCollection viewFields = new System.Collections.Specialized.StringCollection();
    viewFields.Add("FechaInicio");
    viewFields.Add("FechaFin");
    string query = @"<Query>
    <Where>
    <DateRangesOverlap>
    <FieldRef Name=""FechaInicio"" />
    <FieldRef Name=""FechaFin"" />
    <FieldRef Name=""RecurrenceID"" />
    <Value Type=""DateTime"">
    <Week />
    </Value>
    </DateRangesOverlap>
    </Where>
    </Query>";
    SPView newView = reserva.Views.Add("CalendarView", viewFields, query, 0, true, true, SPViewCollection.SPViewType.Calendar, false);
    "FechaInicio" and "FechaFinal" ara datetime fields in my generic list.
    Thanks.

    Hi,
    According to your post, my understanding is that you want to see the calendar view begin and end time for the time interval.
    We can use the SharePoint Manager to view the internal name for the begin and end time for the time interval.
    Open SharePoint Manager 2013->click your site->click
    Lists->select your list name->click Views->select your calendar view name->click the
    Schema Xml to check the internal name for the time interval begin and end.
    We can download the SharePoint Manager in here:
    http://spm.codeplex.com/
    Thanks & Regards,
    Jason
    Jason Guo
    TechNet Community Support

  • CRM 2013: Custom button to Open multiselect lookup with custom view

    Hello Everyone,
    Looking for your suggestions to implement the following requirement.
    We want to implement a custom button on the sub grid of Custom Entity (Lets say, "PersonMapping"). The custom button should open another entity multi select lookup(Lets say, "Person"). Till here we could achieve by directly opening the
    multi lookup url of the Person using "Window.showModelDialog". But in this lookup, we want to set our custom view as default view. Please suggest some solution to achieve this.
    Thanks.

    Hi,
    First of all I would advice you to post this question in the new CRM 2007 forum.
    We have created our own button that calls an URL in a separate window. Here is some coding from the method CALLBACK~GET_BUTTONS which may inspirere you:
    CONCATENATE 'javascript:window.open'
                  lv_http
                  '","Print","resizable=yes,height=850,width=700,dependent=yes,status=1");'
             INTO lv_java.
      ls_button-type     = cl_thtmlb_util=>gc_icon_print.
      ls_button-tooltip  = cl_wd_utilities=>get_otr_text_by_alias( 'CRM_UIU_BT_SALES_QUOT/SALESQUOT_PRINT' ).
      ls_button-on_client_click = lv_java.
      ls_button-page_id  = me->component_id.
      ls_button-enabled  = abap_true.
      APPEND ls_button TO rt_buttons.
      CLEAR ls_button.
      ls_button-text     = cl_wd_utilities=>get_otr_text_by_alias( 'CRM_UIU_BT_SALES_QUOT/SORDER_CREATEFOLLOW-UP' )."#EC NOTEXT
      ls_button-tooltip  = cl_wd_utilities=>get_otr_text_by_alias( 'CRM_UIU_BT_SALES_QUOT/SORDER_CREATEFOLLOW-UP' )."#EC NOTEXT
      ls_button-on_click = 'FOLLOWUP'.                          "#EC NOTEXT
      ls_button-page_id  = me->component_id.
      ls_button-enabled  = lv_persistent.
      APPEND ls_button TO rt_buttons.
      CLEAR ls_button.
    /Anders

  • Custom view with NSProgressIndicator in NSMenuItem

    I have a couple problems with custom view in NSMenuItem.
    First - view is 'blocking' mouse and keyboard events for NSMenuItem.
    I've found code for mouse events:
    - (void)mouseUp:(NSEvent*)event {
    NSMenuItem* mitem = [self enclosingMenuItem];
    NSMenu* m = [mitem menu];
    [m cancelTracking];
    [m performActionForItemAtIndex:[m indexOfItem:mitem]];
    It works just fine. What about keyboard events?
    I've tried - (void)keyUp:(NSEvent *)theEvent and - (void)keyDown:(NSEvent *)theEvent but these methods seem to be never called.
    Or is there a method to 'forward' all events to view's parent?
    Second - setHidden on NSMenuItem doesn't hide my custom view. setHidden on both - NSMenuItem and it's view make them invisible, but there is blank space left (other NSMenuItems hide 'normal') - what to do with it?
    Third - on custom view there is NSProgressIndicator. If it's animation is starting when menu is open - everything is fine, it's animating. But when menu is closed and than opened again there is no animation. I've read in documentation, that method - (void)viewDidMoveToWindow is perfect place to start animation, but when I do something like - (void)viewDidMoveToWindow {
    [progress startAnimation:self];
    } the method is called, but there is no animation. How to get the animation started every time the view is visible?

    ok. I dont't know why (most likely because of my crappy english ;]) but we can't understand each other ;]
    there is no problem with a shortcut. I haven't set and even think about a shortcut yet ;] forget about a shortcut
    what is my problem - when I higlight 'normal' menu item and press return/enter - metod attached to it is invoken, just like with mouse click. normal situation with navigating through normal menu using keyboard.
    No problem with that - creating NSMenuItem, connecting with IBAction - everything works great.
    BUT
    setting custom view for NSMenuItem = problems.
    mouse clicking - ok, find how to get this work
    enter/return click - no idea, not working.
    maybe this will clear a little bit my problem - sample project with instruction, just run it: http://cl.ly/0d2d844808be5f181934

  • 3rd party integration: How to get XML Schema (.xsd) for a custom entity, to use with a mapper

    Is there an easy way to get the xml schema/DTD for a custom entity, specifically an .XSD file for that entity (which will then be used to create a map to be able to transform the fields of the entity to a 3rd-party message format)?
    So have a custom entity with lots and lots of fields. Each of the fields will map to a differently named field to match the schema of the 3rd party entity. A very common situation. Looking to use a tool like the Biztalk mapper or Altova's MapForce to generate
    an .xslt file to transform the downloaded entity (service.Retrieve with all columns) to the new format. (Will implement a typical VETR pattern.)
    Apparently with CRM 4 there was a call that provided this, but from 2011 has not been available. Working with a crm 2015 system.

    That will give a descriptor of the table and allow creation of an .XSD file, but it's really complex in terms of types, and the there's type conversion. It might be an easy way to get a schema, with the downside being it's hard to use that schema. 
    It seems easier to do a fetch of the record with all fields filled in using service.Retrieve, and then converting this to xml, using Microsoft's guidance leads to using https://msdn.microsoft.com/en-us/library/hh675409.aspx which will serialize the entity
    into XML with all the fields converted to type string, and with complex fields likewise converted to strings with additional information about the type. 
    Using this it's possible using an number of tools to create an easier to use .XSD file.
    However, it would seem most integrations of this type are using 3rd party CRM connectors. Perhaps this is why Microsoft hasn't provided anything direct (and took away what they did have in crm4.0 due to it generating a hard to use .XSD or due to letting
    their partners continue income streams from selling connectors").
    But without using 3rd party connectors, or following the still tedious method of generating .XSD (a useable .xsd), have not yet come up with an easy, automatic way to get an .XSD or to easily integrate with 3rd party message format.

  • [Solved] How to update records in entity based on view with distinct

    Hi
    - I have a relational view of the form:
    SELECT DISTINCT
    FROM TAB1, TAB2, ...- I created instead of triggers for delete, update and insert.
    - I created an entity object on this and an updatable view object
    - I added this to my module.
    - Then I test the view object in the module (module > test), and if I try to update an existing record, I receive the error:
    (java.sql.SQLException) ORA-02014: cannot select FOR UPDATE from view with DISTINCT, GROUP BY, etc.
    So, ADF internally create as select FOR UPDATE cursor to update the modified record and as the error shows, this is not possible on a view with distinct, ...
    Is there a way to work around this error without to rewrite the view?
    I was thinking that there is maybe a way to force ADF not to use the select FOR UPDATE and use UPDATE .. SET <value> WHERE <pk>, or maybe to create a new instead of trigger to catch the select FOR UPDATE?

    Arti,
    Here's another solution (that will still use locking, and can help avoid the "lost update" problem):
    http://stegemanoracle.blogspot.com/2006/03/using-updatable-views-with-adf.html
    John

  • Trouble with custom viewer for Android

    Hello, I have created a Custom Content Viewer for Android using Viewer Builder 1.5.1. After building the Content Viewer I sideloaded, v15 Android.apk and tested it on a Samsung Galaxy tab. It shows the empty gray viewer with no content.
    Is there something that I may have not done correctly with the android app? I want to test my viewer locally. I have uploaded folio with the same adobe Id, which I have used to create my content viewer but not able to find my content on tab.
    I have professional account for DPS, how to get "Sign In" button for my Content viewer and test it before uploading it to Android market? Any help would be appreciated.
    Thanx in advance
    Kundan

    Got it. I tried booting with MOD_AUTOLOAD set to yes, and it was working fine. Looks like I needed to specify some more modules in my list.

  • Leads and its associations with Custom Objects 4-15

    I have been trying to create a Real time report with Lead associating with Custom Objects 3 and 5. But the report does not show up any data. I know that we cannot associate Custom objects 1,2 and 3 with Lead. I wanted to know if we can associate Lead with Custom Objects 4-15 or not ?

    Yes. You have to define them in CO5 Layout.
    You should see Name, Contact and Custom Object 04 (you may have renamed it). Not the Id field.
    Then when you add THE CO5 layout to Contact Related section, you can add new association between Contact and CO4.
    Don't forgot to enable the Access Profiles in Contact, CO4 and CO5.

  • Extending the Search Object of a BOL Entity  with custom fields

    Hi All,
    I have to enhance the structure of the BOL search object 'BuilHeaderSearch' with custom fields!.
    i went to the transaction genil_bol_browser and find out the structure of the object as, 'CRMST_HEADER_SEARCH_BUIL'
    how can i insert custom fields into this structure, so that i can display these custom fields at the Front end ( Web IC ).
    Thanks in advance,
    sudeep v d.

    Hi Sudeep!
    First of all it should be mentioned that: it is NOT possible to change list of <b>SEARCH</b> criteria in IC!
    So, in other words, you can search BP ONLY by params listed in native structure 'CRMST_HEADER_SEARCH_BUIL'.
    BUT: You can <b>FILTER</b> search results!
    For example: you get the list of BP with MC_NAME1 (lastname) search criteria (only by SAP class!)and THEN you can filter (delete from list) by YOUR criteria (in your class!).
    Is it clear?
    So how to add your own criteria?
    1. Transaction GENIL_MODEL_BROWSER - Model Browser forGen.IL Applications
    2. Component Set - ALL
    3. Search Objects -> BuilHeaderSearch -> Attribute Structure ->CRMST_HEADER_SEARCH_BUIL (Dbl Click)
    4. Append Structure (or F5)
    5. Name the new sub-structure and provide all new fields
    So now you can use this new fields in IC Z-classes.
    I had the same task and nobody in SDN could help - so I had bought new SAP_book: <a href="http://www.sappress.com/product.cfm?account=&product=H1909">mySAP CRM Interaction Center</a> because in Contents there were:
    <b>"Extending the Business Partner Search in IC WebClient by New Search Fields"</b>.
    So in fact it is not truth: it is not possible to <i>extend search</i>. You can only filter results!
    <b>BUT</b>!
    It is not the end of my post! I hope that SAP people will see this post. I found a BUG in SAP classes and methods: it is not possible to navigate to first position in collection wraper!
    exactly:
    lr_current ?= entity_col->if_bol_bo_col~get_first( ).
    doesn't work.
    So position of cursor puts on second record in structure!
    In other words it is not possible to filter the first record in search result! And so new search is not efficient
    I think that is is bug and wait for comments of SAP.
    <b>Reward points if it helps.</b>
    Regards,
    Alexander

Maybe you are looking for

  • Saving multiple images from a PDF to use later

    How can I save individual images from a PDF to use later?  I would like to be able to save them in a separate folder?

  • Time Capsule as a wireless external hard drive

    I'm thinking of purchasing a Time Capsule device to use as a wireless external hard drive. I want to convieniently connect my mac to it and transfer large files (about 5 gig or so). However, I want to do so without consuming Internet bandwidth. Is th

  • HT204291 Issue with losing AirPlay Mirroring connectivity

    I have a brand new Mac running IOS6 with a 2nd generation Apple TV. My AirPlay Mirroring connects fine everytime I start it up.   The issue is that it drops its connection after 20 minutes every single time. When I go back to my computer the AirPlay

  • How do I watch movie extras on my iPad ?

    I Just bought the winter solder hd version and it is working on my iPad 3 but I don't seem to be able to access the extras that I thought came with this movie. i Normally buy the blue-ray for films like this   As I enjoy the extras showing how things

  • Error -50.. i can only sync around 180 songs..?

    so recently my ipod touch was stolen and apple wasnt able to do ANYTHING(which i find hard to believe) so i broke out the old ipod classic. i first restored the ipod and then started syncing. on the 173 song it stopped syncing and said that an unknow