Creation of Tree View in CRM web ui

Hi All,
How to create a Tree View in CRM web ui.Please let me know the step by step procedure.
Thanks,
Santhosh.

Hi Isaac Melendez,
I am new to CRM, I found that blog but I am not understanding correctly I am getting some errors.Please let me know In detail.
I am getting this error while executing the component....
i.e Exception condition "CONFIG_NOT_FOUND" raised.
Thanks,
Santhosh.
Edited by: Santhoshkr on Oct 11, 2011 1:26 PM

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Tree view in the Web UI

Hi Experts,
Can anyone of you give me the steps to create an TREE View in WebUI and also an standard component which has already implemented this logic.

Take a look at the following blog: /people/poonam.assudani/blog/2009/06/24/create-a-tree-view-display-in-crm-web-ui
There you will find out the necessary steps and the example of it.
Hope this helps.

Custom Approval Screen required for workflow to be executed via CRM Web UI

My requirement is to create a custom approval screen for workflow. I am Not aware as to how to create a custom approval screen for workflow that could view via CRM Web UI and Execute the workitem as well.
Experts please help me with the creation of a task with custom approval screen.

Hi Surjith, thanks for your answer but is not the right one.
This is an standard method and is working fine, I think the problems must be in some setup I have to do but I'm missing.
Thanks a lot.
Regards
Felipe

Tree View Creation error

Hi,
I have to create tree view. I followed the stpes mentioned at the following link.
Tree View
I have created a Z-structure and created a table view in the component BT111H_OPPT component.
While trying to modify the .htm page for the tree view, with the code mentioned at above link, I am getting following error.
"node_tab is unknown. Not declared by a data statement."
(see the line number 4 - nodeTable = "<%= mytreenode->node_tab %>")
I am using the following code.
<chtmlb:tableExtension tableId = "Table"
                       layout = "FIXED" >
<chtmlb:configTree id                        = "configTree"
                     nodeTable                 = "<%= mytreenode->node_tab %>"
                     nodeTextColumn            = "NODE_TYPE"
                     onCollapseNode            = "nodeCollapse"
                     onExpandNode              = "nodeExpand"
                     onRowSelection            = "select"
                     onNodeClick               = "nodeClick"
                     ajaxDeltaHandling         = "FALSE"
                     headerText                = "Demo Tree"
                     allRowsEditable           = "TRUE"
                     selectionMode             = "SINGLESELECT"
                     table                     = "//mytreenode/Table"
                     tableLayout               = "AUTO"
                     visibleRowCount           = "12"
                     usage                     = "EDITLIST"
                     fillUpEmptyRows           = "FALSE"
                     personalizable            = "TRUE"
                     scrollable                = "TRUE"
                     noFrame                   = "X"
                     downloadToExcel           = "FALSE"
                     onClose                   = "closeTree"
                     onIncreaseSize            = "increaseTree"
                     nodeTextColumnDescription = "NODE" />
</chtmlb:tableExtension>
Please let me know where and how should I decalre it.
Regards,
Ansal

Thanks Arun.. for the quick response...
After view creation, I was directly following your second section of the thread....
My issue is resolved....
Hope to get further help for this object development.
My requirement is add a new assignment block in opportunity screen which will show all the quotation,with their details, created for this opportunity and on click of each quotation id, all the items mapped to that particular quotation should be visible in same view.
Thanks & regards,
Ansal

To enable multiple selection for tree view in web ui .

Hi Experts ,
We have requirement to add a multiple selection to a tree view in web ui for a standard view.
Component: BP_HIER
View: BP_HIER/EOVPHierarchyTreeV
Currently only single select is enabled for this view. I have added the following code in the HTMl page to multi selection.
selectionMode = "<%= AccountHierarchy->selection_mode %>"
<%--selectedRowIndexTable = "<%= AccountHierarchy->SELECTION_TAB %>"--%>
And in "DO_INIT_CONTEXT " method I have added the following code to enable multi select.
typed_context->accounthierarchy->set_selection_mode(
iv_selection_mode = cl_bsp_wd_context_node_tv=>selmode_multi.
But still multi selection is not working.
Let me know if any code changes are required in method "EH_ONSELECT" to enable multi selection.
Regards,
Shweta Nimje

Hi Shweta,
Why did you comment attribute selectedRowIndexTable? Uncomment and try again.
selectedRowIndexTable = "<%= AccountHierarchy->SELECTION_TAB %>"

Web Page Tree View Not Working for One Client

Hello all,
I have one client who is suddenly having problems with the "Tree View" in Web Pages. He clicks it and nothing happens, so he can only view pages by List View. Also, when he clicks the pagination at the bottom of List View, nothing happens. However, he can still use the Next/Previous and First Page/Last Page arrows - they work, but it takes forever to find a page since it's a very large site.
He logged in on a co-worker's computer, and did not have the problem. He's running Windows XP, and it happens in both FF & Chrome. He updated flash and java, and disabled all his extensions and it still caused the problem.
Has anyone else seen this? I'm at a loss as to what to do. He's the only one within the organization that is having this problem, and of course, he's the one who uses ABC the most. He's super frustrated.
Thanks!

Okay, it turns out the problem is when the client is logged in in French. When he switches his account to English, the problem goes away. When he logs in on his computer with a co-workers username, it works in English, but not in French. When he logs in at the co-worker's computer with either his or her username, same thing - it works in English, but not in French.
So, there is something wrong with French UI.

Sales Data Information - BP Creation - in CRM Web UI

Hi All,
Scenario: ECC-CRM customer master data replication and vice versa.
On ecc side, some fields in the relevant account group in sales area data are mandatory, namely -
1. Shipping Conditions
2. Terms of Payment
3. Currency
4. Account Assignment Group
5. Customer Pricing Procedure
While there is no problem of finding these corresponding fields in SAP CRM - GUI, I am having a little difficulty in locating these particular fields in SAP CRM Web UI.
Can anyone please tell me under which component in ACCOUNT screen can I find these 5 fields since they are mandatory entries to be filled in CRM for replication of customers from CRM to ECC.
Any help will be appreciated.
Thanks and Regards
Varun Taneja

Hi Vinod,
Create new sales area for the bp, when you click on new button in the sales are assignement block you will be navigating to another screen there click on sales org. F4 field it will open pop up for sales area data selection.. once you select the sales area data you will see all the other blocks like Shipping, Billing, blocking reason etc..
For eg. shipping area contains you shipping condition field.. similarly check for the other fields you needed it will be avaiable..
Hope this helps..
Cheers,
Sumit Mittal

Service Order creation from CRM Web-IC hwen user click the push button.

Hi experts,
I need to create the service order (in IS-U) when the user will click the push button in CRM-Web-IC.
I know the RFC for the same to be used in IS-U but for that I need to get order type which is mandatory importing parameter for RFC.
I know BP, Premise & Installation.So,How can I get order type for that?
Reply will be greatly appreciated.
Thanks in advance.
Regards,
Abhay.

Hi Gagan
Could you please share with your solution, i am kind looking help in same are. We are using CRM 7.0, but i can not find BOL component which is ISUSRV.
My requirement is to create Service Order from Webclient, example meter problem reporting, etc
Please kindly reply or by email shankar no dot vangari at gmail com
regards
shankar

Facing problems while creating tree view

Hi gurus,
I am facing problems while crating the tree view can please explain me what are the basic requirements for creating tree view and explain me which are the methods i need to redefine.
any answer is appreciated.
Regards,
Chetan Agali

Hi Chetan,
Maybe Poonam Assudani weblog may help you a little more. Check it's location here:
/people/poonam.assudani/blog/2009/06/24/create-a-tree-view-display-in-crm-web-ui
Kind regards,
Garcia

How to populate list in tree view dynamically

Hi,
I am new to Indesign Plugin creation.
I want to create list in tree view dynamically.
I tried wlistboxcomposite sdk sample in indesign cs4.
I have some doubts in this.
1. Can i write my own method in WLBCmpTreeViewAdapter class because it's implements ListTreeViewAdapter
If it's possible how can i call this method.
2. In this example they populating static string in constructor like this
WLBCmpTreeViewAdapter::WLBCmpTreeViewAdapter(IPMUnknown* boss):ListTreeViewAdapter(boss){
K2Vector<PMString> lists;
for (int32 i = 0; i< 12; i++){PMString name(kWLBCmpItemBaseKey);name.AppendNumber(i+1);name.Translate();lists.push_back(name);}
InterfacePtr<IStringListData> iListData(this, IID_ISTRINGLISTDATA);}
and this list is populating on loading time but my requirement is i have one button "get list" after clicking this button i have to populate the list, how can
i achieve this.
Pls do needful.
Thanks
Arun

The TreeViewAdaptor is responsible for mapping your custom data to the tree view itself. I almost always start by making it return some fixed number of objects with names "item 1" etc. That way you get the tree view working first.
Then, after you get it laid out and displaying properly, you can worry about using real data. At that point, you have your adaptor return the actual number of items in your list and each individual item. Then you can populate your list when you push your button and then invalidate the IControlView of the tree view widget to cause it to redraw. At that point your adaptor will get called and your data should appear.
Jon
"Expert for hire"

Build XML for Custom Nested Accordian (like Tree View Structure) for SharePoint List Data

Expected output in Xml:
<?xml version="1.0" encoding="utf-8" ?>
- <TopRoot>
- <Root id="1" Name="Department">
- <Type id="2" Name="IT">
- <SubType id="3" Name="Technology">
<SubSubType id="4" Name="Sharepoint" />
<SubSubType id="5" Name="ASP.NET" />
<SubSubType id="6" Name="HTML 5" />
</SubType>
</Type>
</Root>
</TopRoot>
List Details:
list details for storing category / sub category data and code to build tree structure for the same.
1.Create Custom List named “CategoryDetails”:
2.Create Column “Category Name” of type single line of text. Make it as required field and check Yes for Enforce Unique values.
3.Create column “Parent Category” of type lookup. under Additional Column Settings.
Get information dropdown, select “CategoryDetails”.
4.Choice column ["SRTypeName"] 1.Root,2.SRTYPE,3.SubSRTYPE, 4.SUBSUBSRTYPE
In this column dropdown, select “Category Name”:
Referance:
http://www.codeproject.com/Tips/627580/Build-Tree-View-Structure-for-SharePoint-List-Data    -fine but don't want tree view just generate xml string
i just follwed above link it work perferfectly fine for building tree view but i don't want server control.
Expected Result:
My ultimate goal is to generate xml string like above format without building tree view.
I want to generate xml using web service and using xml i could convert into nested Tree View Accordian in html.
I developed some code but its not working to generate xml /string.
My modified Code:
public const string DYNAMIC_CAML_QUERY =
        "<Where><IsNull><FieldRef Name='{0}' /></IsNull></Where>";
        public const string DYNAMIC_CAML_QUERY_GET_CHILD_NODE =
        "<Where><Eq><FieldRef Name='{0}' /><Value Type='LookupMulti'>{1}</Value></Eq></Where>";
        protected void Page_Load(object sender, EventArgs e)
            if (!Page.IsPostBack)
             string TreeViewStr= BuildTree();
             Literal1.Text = TreeViewStr;
        StringBuilder sbRoot= new StringBuilder();
        protected string BuildTree()
            SPList TasksList;
            SPQuery objSPQuery;
            StringBuilder Query = new StringBuilder();
            SPListItemCollection objItems;
            string DisplayColumn = string.Empty;
            string Title = string.Empty;
            string[] valueArray = null;
            try
                using (SPSite site = new SPSite(SPContext.Current.Web.Url))
                    using (SPWeb web = site.OpenWeb())
                        TasksList = SPContext.Current.Web.Lists["Service"];
                        if (TasksList != null)
                            objSPQuery = new SPQuery();
                            Query.Append(String.Format(DYNAMIC_CAML_QUERY, "Parent_x0020_Service_x0020_Id"));
                            objSPQuery.Query = Query.ToString();
                            objItems = TasksList.GetItems(objSPQuery);
                            if (objItems != null && objItems.Count > 0)
                                foreach (SPListItem objItem in objItems)
                                    DisplayColumn = Convert.ToString(objItem["Title"]);
                                    Title = Convert.ToString(objItem["Title"]);
                                    int rootId=objItem["ID"].ToString();
                                    sbRoot.Append("<Root id="+rootId+"
Name="+Title+">");
                                    string SRAndSUBSRTpe = CreateTree(Title, valueArray,
null, DisplayColumn, objItem["ID"].ToString());
                                    sbRoot.Append(SRAndSUBSRTpe);
                                    SRType.Clear();//make SRType Empty
                                    strhtml.Clear();
                                SRType.Append("</Root>");
            catch (Exception ex)
                throw ex;
            return SRType.ToString();
         StringBuilder strhtml = new StringBuilder();
        private string CreateTree(string RootNode, string[] valueArray,
      List<SPListItem> objNodeCollection, string DisplayValue, string KeyValue)
            try
                strhtml.Appends(GetSRType(KeyValue, valueArray, objNodeCollection);
            catch (Exception ex)
                throw ex;
            return strhtml;
        StringBuilder SRType = new StringBuilder();
        private string GetSRType(string RootNode,
        string[] valueArray, List<SPListItem> objListItemColn)
            SPQuery objSPQuery;
            SPListItemCollection objItems = null;
            List<SPListItem> objNodeListItems = new List<SPListItem>();
            objSPQuery = new SPQuery();
            string objNodeTitle = string.Empty;
            string objLookupColumn = string.Empty;
            StringBuilder Query = new StringBuilder();
            SPList objTaskList;
            SPField spField;
            string objKeyColumn;
            string SrTypeCategory;
            try
                objTaskList = SPContext.Current.Web.Lists["Service"];
                objLookupColumn = "Parent_x0020_Service_x0020_Id";//objTreeViewControlField.ParentLookup;
                Query.Append(String.Format
                (DYNAMIC_CAML_QUERY_GET_CHILD_NODE, objLookupColumn, RootNode));
                objSPQuery.Query = Query.ToString();
                objItems = objTaskList.GetItems(objSPQuery);
                foreach (SPListItem objItem in objItems)
                    objNodeListItems.Add(objItem);
                if (objNodeListItems != null && objNodeListItems.Count > 0)
                    foreach (SPListItem objItem in objNodeListItems)
                        RootNode = Convert.ToString(objItem["Title"]);
                        objKeyColumn = Convert.ToString(objItem["ID"]);
                        objNodeTitle = Convert.ToString(objItem["Title"]);
                        SrTypeCategory= Convert.ToString(objItem["SRTypeName"]);
                       if(SrTypeCategory =="SRtYpe")
                          SRType.Append("<Type id="+objKeyColumn+" Name="+RootNode+ ">");
                         if (!String.IsNullOrEmpty(objNodeTitle))
                          SRType.Append(GetSRType(objKeyColumn, valueArray, objListItemColn));
                      if(SrTypeCategory =="SRSubTYpe")
                          SRType.Append("<SRSubType id="+objKeyColumn+" Name="+RootNode+
">");
                         if (!String.IsNullOrEmpty(objNodeTitle))
                          SRType.Append(GetSRType(objKeyColumn, valueArray, objListItemColn));
                      if(SrTypeCategory =="SubSubTYpe")
                          SRType.Append("<SubSubType id="+objKeyColumn+" Name="+RootNode +"
></SubSubType");
                    SRType.Append("</SubType>");
                    SRType.Append("</Type>");
            catch (Exception ex)
                throw ex;
            return SRType.ToString();
            // Call method again (recursion) to get the child items

Hi,
According to your post, my understanding is that you want to custom action for context menu in "Site Content and Structure" in SharePoint 2010.
In "SiteManager.aspx", SharePoint use MenuItemTemplate class which represent a control that creates an item in a drop-down menu.
For example, to create or delete the ECB menu for a list item in
"Site Content and Structure", we can follow the steps below:
To add the “My Like” menu, we can add the code below:
<SharePoint:MenuItemTemplate
UseShortId=false
id="OLListItemLike"
runat="server"
Text="My Like"
ImageUrl="/_layouts/images/DelItem.gif"
ClientOnClickNavigateUrl="https://www.google.com.hk/"
/>
To remove the “Delete” menu, we can comment the code below:
<SharePoint:MenuItemTemplate
UseShortId=false
id="OLListItemDelete"
runat="server"
Text="<%$Resources:cms,SmtDelete%>"
ImageUrl="/_layouts/images/DelItem.gif"
ClientOnClickScript="%SmtObjectDeleteScript%"
/>
The result is as below:
More information:
MenuItemTemplate Class (Microsoft.SharePoint.WebControls)
MenuItemTemplate.ClientOnClickScript property (Microsoft.SharePoint.WebControls)
Best Regards,
Linda Li
Linda Li
TechNet Community Support

Navigating to CRM Web UI from an external link

Hello Experts,
I'm working on a requirement to integrate the SAP UI5 with the CRM Web UI.
So, I now have a UI5 app, which will open up from the CRM Web UI screen, which is fine.
Now, once I'm done with my operations on the UI5 app, I have to navigate back to the CRM Web UI, and open a particular sales order in the Lean Order view.
Kindly advice on how this can be achieved.
Thanks and Regards,
Pratik.

Hello,
I don't know this is exactly what you look for, but hopefully it is already helpfull.
Some time ago I was looking for a solution to open WebUI components directly via URL
This possible by creating a URL like this example (display BP)
http://<server>:<port>/sap/bc/bsp/sap/crm_ui_start/default.htm?crm-object-type=BP_ACCOUNT&crm-object-action=B&crm-object-value=XXXXXXX&crm-object-keyname=PARTNER
The server and port you can get via function : TH_GET_VIRT_HOST_DATA
XXXXXXX = partner number in SAP
The other parameters are the object type and operation
I found some info here: http://wiki.scn.sap.com/wiki/display/CRM/Calling+Web+Client+Components+via+URL+-+How+to+Guide

CRM WEB UI - Time out Pop-up

Dear All,
We have a business requirement to monitor and optimize the CRM WEB UI timeout and other related issues.
I would like to have time-out pop-up for the call center agents and hence they could better manage the sessions .
This will avoid loosing the valuable customer data for the session and so on.
We are now working on the following threads with CRM Technical folks.
Please share your experience or the detailed steps if you had implemented already.
SAP note 1877120 - CRM-IC: session timeout issue with CRM 7 EHP1 and higher
Also , have a look http://scn.sap.com/community/crm/webclient-ui-framework/blog/2012/05/17/session-time-out-warning-message-on-ui
2092893 - Session Time Out Notification
Regards
Venkat

Hello Venkat,
For business roles of type IC Webclient, you have to implement SAP Note 1877120. Don't forget to update your view layout in your custom enhancement if you have enhanced CRMCMP_IC_FRAME/HiddenView.
After implementation of 1887120, also implement 1977631 and 1955366.
Best Regards,
Sigrid

Display data as a tree view on IE5

I want to display data which is parsered by .xsql and use .xsl transfrom to HTML as a tree view(using javascript).
Is there any sample or suggestion will eb grateful.
Regards,
Kelly

Thanks for the backup :-)
A new version of the Tree Tag will be out some time this summer, by the way. It features:
1) The possibility to attach an object to a tree node (getObject(), setObject(...)).
This means you can display more information in the tree than just what is available
on the tree node itself. The information in this attached object can also be displayed.
This attached object can for instance be rendered by Struts's <bean:write ...> tags
2) Client side event listeners.
A new tag will be added that will only evaluate it's body when a node is expanded, collapsed,
selected or unselected. This way you can have a small bit of javascript sent along with the tree html to the browser, when a node is expanded/collapsed or selected/unselected, that for instance reloads the page in another frame in the browser
3) The <tree:tree...> tag will be able to detect selected/unselected nodes by itself, if the select request is sent to the page containing the <tree:tree tag>. In the current version only expands/collapses are detected automatically. This new feature is implemented to support the client side event listeners.
4) Someone asked for no-arg contructors of the TreeNode for use with reflection. They will be added to.
A larger, more detailed manual will probably also be available for a small fee, in addition to the free basic user guide and the free web app. example.
Look out for it ;-)
Jakob Jenkov
http://www.jenkov.com

SharePoint 2013---How to convert current left Navigation into tree view

Hi All,
I want to convert current left navigation into tree view in SharePoint 2013. When we click on Modify Navigation and set headers and links; I need that should be convert into tree view. All headers should be expandable to thier links.
I just want tree view on navigation headers and links. not for all site and subsites which we can enabled from site settings --> Modify All Site settings --> Tree view
Please help me Master Page editing on Navigation Generation.. Thanks in advance!
Regards,
Anna

Hi Anna,
If you want to replace the Quick Launch part with the custom treeview web part in master page, you can comment out or remove the quick launch code block "",
then insert the custom web part snippet code in proper location in seattle master page, then all pages inheriting the seattle master page will have this web part.
Note, please back up the master page before customizing the original master page for recovery.
http://msdn.microsoft.com/en-us/library/office/jj862341(v=office.15).aspx
http://www.sharepointpals.com/post/Add-snippets-in-Page-layout-using-design-manager
Thanks,
Daniel Yang
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact [email protected]
Daniel Yang
TechNet Community Support

Creation of Tree View in CRM web ui

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