I created an entity name is Student,
In that entity I created fields like Name , Age, Qualification etc.,
I wanted to add new field that is Contact number but I don't want to create new one.
Is there any chance to reuse the Mobile phone filed that is presented in Contact Entity..
If there how..??
Please help me..!!
No, you cannot move the mobile phone field from the Contact entity to the Student entity.
You will have to make a new field on the Student and hide the field on the Contact.
Or you could, add a lookup on your student to contact, so each student has a contact record associated and use the phone number that way.
Or you could, get rid of the student entity and just use the contact with the extra fields you needs, as a student is effectively a person which is effectively a contact.
The choice relies on your business requirements.
Yes, you can.
You need to create a htm webresource and retrieve the contact number in the webresource, and then insert this htm webresource into the form.
Please see this article for details:
http://www.gapconsulting.co.uk/DesktopModules/SunBlog/Handlers/Print.aspx?entryid=58
Related
Using version 21.210. I am able to create a user via the Contract-Based REST api and I am able to create an employee. How can I link the employee to the user? So, I want to do the equivalent of selecting a "Linked Entity" on the Users screen (SM201010).
I see a ContactID field in the Employee/ContactInfo entity but, it doesn't appear to be mapped to anything. Also, it doesn't show on the entity when I query any employee using a GET and $Expand. I'm thinking that I could use the ContactID from the Employee to plug into the "LinkedEntity" field on the User.
Any thoughts would be great.
TIA!
It is linked by the UserID field on the Contact record(that is linked to the Employee via the Employee.DefContactID field). Users.ContactID is a virtual field but in the RowSelecting event it is populated by selecting a contact record where Contact.UserID is equal to Users.PKID.
So you would need to set the UserID field on the employee's Contact record to the user's PKID value. In addition there is also Employee.UserID that you would want to set equal to the Users.PKID value. The virtual field is populated using that Contact.UserID value but in the RowUpdating handler Acumatica is updating both the Contact and Employee records when Users.ContactID is changed.
I have a requirement where I need to maintain records of data in database table via SharePoint, provide powerapp or other solution based interface so that I could do the following+
Add, Update or Edit the Package records.
Pick desired records and create Parent to group them.
I heard that above mentioned grouping desired records ( building parent child ) relation is not supported in SharePoint either OOTB or Custom approach?
Request suggestion or direction that could be taken, if anyone has done something similiar.
You can't directly create parent-child relationships in sharepoint, what you can do is work around the IDs. Let's say you want to create a database of books... Every book has an author, and you want to store the data of the author as well.
You can create a table for authors, and a table for books. Each author you add to the list will have a name, surname, email, etc, and an unique Author ID.
Now you want to add a book for that author. In the book table you would give the book an ID, name, published date, etc, and instead of the name of the author, you would give it the ID of the author referencing the author data in the other table. If you want the author's name (for instance), all you need to do is search in the Author's table for that author ID.
This has been my workaround when doing parent-child tables in Sharepoint. Hope this makes sense to you. Best regards
I have customers and prospects as companies and a lead can be individual or company. I need to create a saved search that returns all of the contacts of prospects, contacts of customers and all of the leads in one list. I can do a contact search where status = all available statuses and I get the primary contact of customers, primary contact of prospects and all leads (individual or company) If I add contact.name to the results tab, I get all contacts of prospects and customers but I lose all of the individual leads. I'm attaching image of the criteria and results field. This setup returns the primary contacts and all leads but I need all contacts. My goal is to get a list of every contact or lead in NetSuite to send to external system.
Do a Customer search with the following criteria:
USE EXPRESSIONS = YES
Contact : Internal ID is not none Or
Is Individual is true
In your results you can use a Formula(Text) to get the proper name and/or email:
decode({isperson},'Yes',{altname},{contact.entityid})
Finally heard back from support. It turns out you can tell NetSuite to treat individuals like contacts:
When you navigate to Setup > Company > General Preferences, you have there an option to SHOW INDIVIDUALS AS CONTACTS. When this feature is enabled, individual type customer records will now show in list of Contacts
You will need two separate searches to accomplish this. One for the Leads and one for the Contacts as these are two separate Tables in NetSuite.
How can I get the fullname (firstname, lastname) of a user so I can place it in a email through a workflow. The only fields I can identify that might help are those of type Person or Group (Modifiedby, CreatedBy, etc.), but they all return domain/username. Any solution must be applicable to Sharepoint 2007.
Thanks,
George
This is an old thread, but others may benefit from one possible solution.
IF you have a small & known user base, you can cross reference a secondary list that has (First, Last, Person (object)). Set local variables in the workflow to first/last based on corresponding Person (as String or Display name typically) and reference in the dynamic email. (Works for 2010, but am unable to verify for 2007)
With Sharepoint 2010 you can choose how the workflow will return it (Name, email, username, etc), but not with Sharepoint 2007. So I think you're stuck with domain/username until you upgrade Sharepoint.
I'm new in CRM 2011. So not familiar with all it functionality.
Have a question about displaying data from multiple related entities.
First Entity is a Users (contain information about user)
Second Entity is a Class (contain information about class user enrolled)
Third Entity is a Class Attendance (contain information if user attended class on specific date)
The idea is to show view with users who is enrolled in class.
To show start end dates and if user attended class or not.
Administrator should select user and change status to attended or not.
How it can be done in CRM 2011? Is it required custom development or just to View Customization using user interface in CRM?
Any suggestion or examples highly appreciated.
In Mscrm you can create a view for a single primary record type, on this view you can show fields from the primary record. You can also include secondary records that are linked via a lookup to the primary record, you can show columns of these secondary linked records. The limitation here is that you cannot link tertiary records from these secondary linked entities. The slight confusion here is that you can show the name of the tertiary entity as its a field on the secondary entity.
So to put this into the context for a real example, take the following entity model.
Contact has a 1 to Many relationship with incident (a contact can have many incidents, each incident has a lookup to contact)
Incident has a 1 to Many relationship with task (an incident can have many tasks, each task has a lookup to an incident)
So a view of tasks can;
Show all the fields from the task (task in the primary)
Show all the fields from the incident (incident is the secondary)
Show the name of a the contact, but not any other field (contact is a tertiary, but its name is shown as a field from the incident)
This is one of those things that becomes a lot clearer when you actually try it out for yourself. Its hard to say what you will be able to achieve because its not clear what your entity model is.
In any case here is how you create your own custom view.
CRM > Settings > Solutions > Your Solution > Your Entity > Views > New. There are various buttons would should hopefully be self explanatory.
Click Add Columns and it will present you with fields of the primary entity, use the Record Type drop down option to select fields from linked secondary entities.
Reading between the lines you have:
Class entity with many:many relationship to student (user), so a user can be enrolled on more than one class and a class has more than one user.
There is then a second entity for attendance which by the sound of it has a many:1 relationship to both student and class, and has a status to show attendance for a particular instance of the class on one date.
So far sounds like a good model.
Using the ideas in James' answer you ought to be doing a view of Attendances, including the name of the class and user. You might also have extra columns from the user or class to show things like when the course starts and ends, what the student's email address is etc.
Sort this view by class, then student, then attendance date and you have a pretty good view. But this won't display in any kind of hierarchy or show summaries. You might want to look at building a custom report for this instead so you can report on attendances, grouped by student and grouped by class. If you get clever you could also add filters for dates so you can look at attendances last month only, for example. You can probably do a lot of this with the built-in report wizard, for more complex or pretty versions go to SSRS