CRM365 - Views with complex column layout - layout

The current CRM UI allows you to create relatively complex queries which you can even extend further with tools like FetchXML Builder.
However, when we get to select the columns in the View layout, the interface provides access only to the first direct related set of entities and does not navigate further down.
There are many cases where the column you want to include in the View is just "two-clicks" away and you cannot include it because is "too far". To make things worse, the FetchXML Builder allows you to re-write the join but it does not allow you change the the columns layout you started with when you opened the View initially. IOW, you can modify the query logic but you cannot include additional columns as required.
One possible solution would be to edit the solution directly and inject the FetchXML directly (I have not tried this though) but I would like to listen to the community opinion first or to other possible solution.
Regards and thank you for taking your time.

Unfortunately this is a long existing limitation. There is no supported customization workaround to circumvent this other than building a Fetchxml report or Power BI report to embed with the necessary layout.
From documentation:
You can include columns from the current entity or any of the related entities that have a 1:N entity relationship with the current entity.
You can tweak the layoutxml of any view, but still it has to be in supported zone to avoid failures.

Related

How to present list/table of properties in material design?

I am refactoring an old web app into React and Material-UI, and I find myself stuck when trying to find the proper way of presenting a "property table". I have looked into several data table implementations, but neither a data table nor Material-UI's List seems to be the right tool for the work.
Data tables are meant for each row having the same properties (columns) repated for different entities, whilst I need a kind of table where each row is a key+value presentation. I will call it a property table unless someone can tell me there is already a better name.
Below is a picture of current view in the refactored app (contains only test data). I realize I might need to think differently and not just copy the old structures.
So what would be the correct way to present a similar list of properties with Material Design?
I seem to find no explicit component or view type for my "property table", so I will simply make a table with Material-UI <Table>component, and skip the header.

filtering/searching on a repeat control

In my application, i would like to replace a viewpanel with a repeat control.
However, part of the functionality is there is a UI aspect that allows users to select certain fields (that correspond to the view), and only display the documents that match. The view is doing a filter that allows users to select aspects of the view to create a search (the code is under search of the view) that allows the view panel to be updated with the results of the search.
one of the things that is curious is that the viewpanel has a value of "#{javascript:view2}" vice an actual view name.
The viewpanel defines the search view and the ...
I'd like to be able to apply that same functionality to the repeat control. I don't see those attributes on the repeat control... Any pointers? Its been a while since i've worked with xpages... long enough that I've forgotten a lot already....
TIA !
Read this blog post I did a while back, it should explain what you need.
The view panel doesn't filter anything, it just displays rows from a datasource, same as a repeat control. Indeed you can add components to a ViewPanel's column, pulling from the current row by adding a var property to the dominoView datasource.
The view is bound to #{javascript:view2} (which would be better done by binding to #{view2} - there's no need to call SSJS here). view2 is a dominoView datasource somewhere on your page. The datasource is a wrapper that has properties to capture the settings for filtering and searching that you want to do. At runtime, they are calculated and changes the ViewEntries in the datasource.
Finally there's is the underlying Domino View object available also to LotusScript. This holds and will always hold all entries. The dominoView datasource queries that using the filtering and searching properties and retrieves a ViewEntryCollection or a ViewNavigator.
So whether you use a View Panel, Repeat Control, Data View or whatever else, those are just components to visually represent a collection of ViewEntries or Documents. All can be bound to a dominoView datasource. Where repeat controls and Data Views give you extra power is you can bind them to any kind of collection, not just a dominoView datasource (e.g. DocumentCollection, ViewEntryCollection, multi-value field, Java collection, etc).
I often find that doing the searches in Java and then passing the results to the repeat as a List work better and allow more options. I can get all the information I need in Java and load that into a Map or Tree. This gives me the ability to do custom sorting in the Java class and also to combine data from other views/databases easily. Since the data is now in memory it gets reloaded fast. The only thing you have to watch for is the size of the data. If you have a view with many entries (10K?) you might not want to load everything into memory...
Howard
I'm not sure if you've found a solution yet, but consider using jQuery dataTables. Oliver Busse wrote a very detailed blog post about integrating dataTables into XPages.
To get the specific formatting, I used a repeat control to include the "td", "tr" and "thead" attributes Oliver listed in his blog post.

MFC: is it possible to to have view with multiple documents?

Is it possible to associate a view with different documents (not simultaneously of course)?
What I want to achieve: the application can have multiple documents of the same type, that can be added during runtime, and set of suitable views, the main of which is CFormview-based. The user can choose the number of the document to show per combobox in the toolbar. The views then associate themselves with this document and update with data from it.
Is it possible to achieve with CMultiDocTemplate?
If yes, how? especially is it possible to retrieve a document by it order number?
If not I'll probably have to abstain from using the templates altogether, which of course means more coding (and more questions to friendly community), but it will do what I want it to do and not Microsoft thought I should be doing
Yes, you could but not out of the 'box'. Instead I'd recommend a different strategy. Rather than trying to attach a View to an existing CDocument derived class LOAD the Views CDocument with the information you want. That could done by adding a simple Copy method to the CDocument or you could move your actual data into a separate class then just point the CDocument to 'data' you want.
Trying to change the CDocument instance for a CView is going against the MFC grain which normally means lot of ASSERTS.

bind subsonic object collection to Microsoft report (rdlc)

Has anyone been able to use a SubSonic generated collection as a "business object datasource" with Microsoft report (rdlc)? I have generated the SubSonic class code but for some reason the report datasource window is not seeing the class as a potential object collection datasource.
Is there something I need to do for this to work?
Thanks in advance...vsdotnetguy
I have loaded Reporting Service reports from business objects before (loaded via NHibernate -- which isn't exact but close enough for argument sake).
Couple of key points:
1. return your objects in List, even if you are only returning one object.
2. You want FLAT business objects. You might have to go thru a DTO transformation to get that. By flat, I mean the most complex property you can have in a business object is a string and a number (int, decimal, double). If you are expecting to grab a value like this:
myObject.Customer.Name, forget it. Create a CustomerName property.
3. If you need data from multiple places try to break up your reports into subreports. You key off of the datasource key to figure out what data to return to the report.
I'll add more as I remember, it has been a few months since I've done this.
Yes I've done it, you should only need to make sure the project containing your reports references your SubSonic project (obviously :).
Sometimes I've also found that Visual Studio can get a little borked and require a restart before repopulating the datasource window with SubSonic generated objects.
Thx Chris and Adam,
Here is the answer I found.
In my case I wanted to dynamically set the main and subreport datasources at run time using the SubSonic object collections. However, I also wanted to design the report layout using drag and drop of the datasource columns.
But I was unable to design the report using drag&drop because none of my SubSonic collections were showing up in the Website Data Sources.
However, later while I was doing some control binding using the ObjectDataSource control, I noticed that NOW my SubSonic collections were showing up in the Website DataSources window and I could drag and drop the report layout.
So if you are dynamically setting the report datasources at run time and ARE NOT using the ObjectDataSource control already in your project, you MUST add a dummy ObjectDataSource control to one of your aspx pages. This will then make the business object datasources show up in the report designer.

Merging and querying multiple lists

I am still new to sharepoint and would like to know if it is possible to make a query that works across several lists. My list looks like this
Customers (id, name and so forth)
Orders ( id, order number, customer and some additional info)
OrderItems (id, name, price, description and so on)
I would like to create a view that will display the OrderItems grouped by Order which again will be grouped by Customer.
In pure .net code that is pretty easy but is it possible to implement it only using sharepoint lists?
Without custom code or third party components you would have only a few options. Using SharePoint Designer to create a Data View or creating a custom Query with some complex CAML which I'm not even sure is entirely possible.
Personally I would look more towards using Master Detail functionality using a combination of web part connections and filtering. By activating Enterprise features you have available a number of Filter Web Parts that should be able to be combined to filter lists to selected values.
Personally I have gone with custom code to bring back list data based on queries and then used the GetDataTable() method of the SPListItemCollection object. Once you have the list items in DataTables you have numerouse ways to sort filter and aggregate the information.
I should add to this that there is a great article on displaying information from a dataset using the SPGridView and SPMenuField. Once you have your DataTables you could establish relationships in a dataset to display the information using these controls:
http://blogs.msdn.com/powlo/archive/2007/02/25/displaying-custom-data-through-sharepoint-lists-using-spgridview-and-spmenufield.aspx
Connected web parts can do this...
I think SPD can do that.
If you do not want get yourself dirty, take a look at SharePoint List Collection, which is perfect to you.

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