Add link to Sales Order on Sales Order Detail form - dynamics-crm-2011

Sales Order Detail is obviously related to Sales Order as N:1. It even has salesorderid field. But this field is displayed neither on form editor nor on view editor.
Do I have to write custom code to display link to Sales Order on Sales Order Detail form and view? Or is there some common-known hack to do it?

I haven't tried this but if you are looking for ideas have you tried directly editting the FormXML in the customization.xml file? (http://crmblog.sentri.com/2011/05/importing-customizations-in-crm-2011.html)
In customizations.xml change the entity formXML. A typical form control lives in a tab -> section -> row -> cell, like customer on incident for example:
<row>
<cell auto="false" showlabel="true" locklevel="0" rowspan="1" colspan="2" id="{82172fc9-a003-4203-87e6-73c8808ae942}" labelid="{bbfe38a0-67e7-4854-9bfd-1a861e5bac76}">
<labels>
<label description="Customer" languagecode="1033" />
</labels>
<control id="customerid" classid="{270BD3DB-D9AF-4782-9025-509E298DEC0A}" datafieldname="customerid" disabled="false">
<parameters>
<AutoResolve>true</AutoResolve>
<DisableMru>false</DisableMru>
</parameters>
</control>
</cell>
</row>
You could try to generate a new guid for the cell and label, give the control a uniqueId and make datafieldname="salesorderid"
it would syntactically correct, but I'd be wary if they block it at design time there might be a reason. Good luck.

Related

How to develope list in sharepoint online by code

We want to create lists in our tenant on developer site. We want do develope it in our developer site and than deploy on client side using package (maybe sppkg).
We tried to create lists in visual studio 2017 using Sharepoint Add-in and in Visual studio code by using SPFX framework, with tutorials based on microsoft spfx documentation link - https://learn.microsoft.com/en-us/sharepoint/dev/spfx/web-parts/get-started/provision-sp-assets-from-package.
<?xml version="1.0" encoding="utf-8"?>
<Elements xmlns="http://schemas.microsoft.com/sharepoint/">
<Field ID="{060E50AC-E9C1-4D3C-B1F9-DE0BCAC300F6}"
Name="SPFxAmount"
DisplayName="Amount"
Type="Currency"
Decimals="2"
Min="0"
Required="FALSE"
Group="SPFx Columns" />
<Field ID="{943E7530-5E2B-4C02-8259-CCD93A9ECB18}"
Name="SPFxCostCenter"
DisplayName="Cost Center"
Type="Choice"
Required="FALSE"
Group="SPFx Columns">
<CHOICES>
<CHOICE>Administration</CHOICE>
<CHOICE>Information</CHOICE>
<CHOICE>Facilities</CHOICE>
<CHOICE>Operations</CHOICE>
<CHOICE>Sales</CHOICE>
<CHOICE>Marketing</CHOICE>
</CHOICES>
</Field>
<ContentType ID="0x010042D0C1C200A14B6887742B6344675C8B"
Name="Cost Center"
Group="SPFx Content Types"
Description="Sample content types from web part solution">
<FieldRefs>
<FieldRef ID="{060E50AC-E9C1-4D3C-B1F9-DE0BCAC300F6}" />
<FieldRef ID="{943E7530-5E2B-4C02-8259-CCD93A9ECB18}" />
</FieldRefs>
</ContentType>
<ListInstance
CustomSchema="schema.xml"
FeatureId="00bfea71-de22-43b2-a848-c05709900100"
Title="SPFx List"
Description="SPFx List"
TemplateType="100"
Url="Lists/SPFxList">
</ListInstance>
</Elements>
With SPFX we created webpart and in code we created 2 lists in elemnts.xml and schema.xml. Than we had problem with some content type IDs. So our problem is to create list by code. Can anybody give us advice what and how is best option to develope these lists?
Etc this two simple lists
Employee -name,surename
Vacation -employee, numberOfDays
Unfortunately, documentation for the XML is a bit hard-to-find. Here is an overview of what I've learned thus far working with SPFx:
Fields
Let's start by creating some Fields. If you want to create a SharePoint list, Fields would represent the columns of the list. The basic outline of a Field is as follows (note that the #1 through #5 are for reference purposes only, and should not be included in any final code):
<Field
1 ID="{DAFF97CE-C27D-4D27-9863-4422526CC395}"
2 Name="EmployeeName"
3 DisplayName="Name"
4 Description="Column for the employee's first name."
5 Type="Text"
/>
ID: GUID (Globally Unique IDentifier) for the Field. You need to generate one. Use an online generator such as this one - make sure it is uppercase, with hyphens, and with braces (reference). Visual Studio has a generator built-in, if you are using it.
Name: The Internal Name for the Field. This is the name that exists "under the hood". If you interact with the Field programmatically, this is the name you would use.
DisplayName: The Display Name for the Field. This is the name that is shown in SharePoint. It is usually for presentation purposes only.
Description: A text description of the Field. Useful for remembering what a field is for, but not important otherwise.
Type: This is the important one. It defines what kind of column you will create. As you have likely seen when creating columns in the SharePoint web interface, there are a lot of different types, such as "Single line of text", "Date and time", "Person or group", "Calculated", etc. The Type attribute directly maps to these allowed choices.
Types
The hard part is figuring out what the allowed values for Type are. Thankfully, these are documented in the Field element specification. Scroll down to the row for Type.
Examine the documentation for whether there are other required or optional attributes based on the Type you selected. For example, for a Number type, you can have extra attributes Decimals, Min, and Max. Below, we can specify that for Number Of Days, you can only pick a whole number, cannot take less than 1 day off, and cannot take more than 30 days off.
<Field
ID="{B34A7173-5AB7-4ABC-812B-EF8D0386498F}"
Name="NumberOfDays"
DisplayName="Number of Days"
Description="The number of days employee will take off."
Type="Number"
Decimals="0"
Min="1"
Max="30"
/>
List Fields vs. Site Fields
Once you have created the Fields, you have a choice to make: Should these fields be List Columns or Site Columns?
Fields that are entered into a schema.xml will become List Columns; in other words, limited to that List.
Fields that are entered into elements.xml will become Site Columns.
Keep this choice in mind, and keep the Field definitions you created. We will come back to them.
Lists
Now let's create a List Schema. You will not (and should not) have to create this thing from scratch - look at and copy-and-paste the boilerplate below into your solution (again, numbers on the left are for reference purposes only):
<List xmlns:ows="Microsoft SharePoint"
1 BaseType="0"
Direction="$Resources:Direction;"
xmlns="http://schemas.microsoft.com/sharepoint/">
<MetaData>
<ContentTypes />
2 <Fields></Fields>
<Views>
<View BaseViewID="1"
Type="HTML"
WebPartZoneID="Main"
DisplayName="$Resources:core,objectiv_schema_mwsidcamlidC24;"
DefaultView="TRUE"
MobileView="TRUE"
MobileDefaultView="TRUE"
SetupPath="pages\viewpage.aspx"
ImageUrl="/_layouts/images/dlicon.png"
Url="AllItems.aspx">
<XslLink Default="TRUE">main.xsl</XslLink>
<JSLink>clienttemplates.js</JSLink>
<RowLimit Paged="TRUE">30</RowLimit>
<Toolbar Type="Standard" />
3 <ViewFields>
<FieldRef Name="<FIELD_1>" />
<FieldRef Name="<FIELD_2>" />
<FieldRef Name="<FIELD_3>" />
</ViewFields>
<Query>
<OrderBy>
<FieldRef Name="ID" />
</OrderBy>
</Query>
</View>
</Views>
<Forms>
<Form Type="DisplayForm"
Url="DispForm.aspx"
SetupPath="pages\form.aspx"
WebPartZoneID="Main" />
<Form Type="EditForm"
Url="EditForm.aspx"
SetupPath="pages\form.aspx"
WebPartZoneID="Main" />
<Form Type="NewForm"
Url="NewForm.aspx"
SetupPath="pages\form.aspx"
WebPartZoneID="Main" />
</Forms>
</MetaData>
</List>
BaseType: This represents the type of list you want to create. See this documentation for the allowed values. Generic List (the type you would create if you clicked "Add Custom List" or "Create List" in the SharePoint web interface) would be 0, and is probably most common. Another common option is Document Library, which would be 1.
Fields: If you have chosen to create your Fields as List Columns, this is where you would paste your Field definitions. Field definitions added here will be automatically created in the list, when the list is created. (If you want Site Columns, leave the Fields as-is, and save your Field definitions for later.)
<!-- ... -->
<ContentTypes />
<Fields>
<Field
ID="{DAFF97CE-C27D-4D27-9863-4422526CC395}"
Name="EmployeeName"
DisplayName="Name"
Description="Column for the employee's first name."
Type="Text"
/>
<Field
ID="{AA4D083E-1B32-4AF5-B572-DA06B3996A94}"
Name="EmployeeSurname"
DisplayName="Surname"
Description="Column for the employee's surname."
Type="Text"
/>
</Fields>
<Views>
<!-- ... -->
ViewFields: ViewFields define the columns that will be visible in the View in which it is associated. (Playing around with Views is a more advanced topic for another post.) For now, ensure that you have a FieldRef for each Field that you add to your list. Make sure to specify the Internal Name of each Field. (Always do this, regardless of whether you want List Columns or Site Columns.)
<!-- ... -->
<Toolbar Type="Standard" />
<ViewFields>
<FieldRef Name="EmployeeName" />
<FieldRef Name="EmployeeSurname" />
</ViewFields>
<Query>
<!-- ... -->
Now you have a List Schema which defines everything you need to know about a List.
Note: If you want multiple different lists, you must create multiple List Schema files. Just copy-and-paste the boilerplate schema, and add modifications in the same way as above.
Elements
Finally let's tie everything together. elements.xml is where you tell SPFx every item you want provisioned.
To create a list, you need a ListInstance element. Here is the documentation. Below is an example of an elements.xml file (once again, the numbers on the left are for reference only):
<?xml version="1.0" encoding="utf-8"?>
<Elements xmlns="http://schemas.microsoft.com/sharepoint/">
<ListInstance
1 CustomSchema="schema-employees.xml"
2 Description="List for employee name and surname."
3 FeatureId="00bfea71-de22-43b2-a848-c05709900100"
4 TemplateType="100"
5 Title="Employee Names"
6 Url="Lists/EmployeeNames"
/>
</Elements>
CustomSchema: Name of the List Schema file that we worked on earlier. In this case I have called it schema-employees.xml - you can name it whatever you like, just make sure the names match.
Description: A text description of the list. Not too important.
FeatureId: Recall that earlier in the List Schema we decided that we were making a Custom List with BaseType="0". A Custom List has a corresponding Feature ID, which must match the type of List created. See here for a list of feature IDs. Find the Feature Name for CustomList to double-check that the Feature IDs are the same. If you were provisioning another kind of list, such as a Document Library, you would have to come here to find the corresponding FeatureId.
Template Type: This is another part that must match the type of List created. See here for a list of template types. In this case, see that GenericList maps to a TemplateType of 100. A Document Library would be 101, etc.
Title: Visible title of the list, which will be shown in the Site Contents of a site. Not too important.
Url: This dictates the web URL where you will find this list. Usually, as you may have noticed while creating lists using the SharePoint web interface, Custom Lists are placed under /sites/YOUR_SITE/Lists/. The example above follows this convention, but you can set the URL to other values as well.
That's all for the ListInstance. Additionally, if you had decided to implement your Fields as Site Columns, elements.xml is where you would paste the Field definitions. Just make sure you paste the Fields before the ListInstance, because otherwise SharePoint will not know what Fields you are referring to (they would not have been created yet!).
<?xml version="1.0" encoding="utf-8"?>
<Elements xmlns="http://schemas.microsoft.com/sharepoint/">
<Field
ID="{DAFF97CE-C27D-4D27-9863-4422526CC395}"
Name="EmployeeName"
DisplayName="Name"
Description="Column for the employee's first name."
Type="Text"
/>
<Field
ID="{AA4D083E-1B32-4AF5-B572-DA06B3996A94}"
Name="EmployeeSurname"
DisplayName="Surname"
Description="Column for the employee's surname."
Type="Text"
/>
<ListInstance
CustomSchema="schema-employees.xml"
Description="List for employee name and surname."
FeatureId="00bfea71-de22-43b2-a848-c05709900100"
TemplateType="100"
Title="Employee Names"
Url="Lists/EmployeeNames"
/>
</Elements>
Having specified the elements.xml, we have successfully created an XML definition for the Lists we want to create!
A Final Note
Don't forget that in order for SPFx to know about the schema-employees.xml and elements.xml, you must include them as part of a Feature definition in the package-solution.json. This is addressed in the tutorial linked in the original question, but I wanted to make note of it anyway.
thank you a lot for perfect info, it's what we are looking for!
You recommend copy and paste list definition i VS (or other IDE). I would to ask you is there some way to design lists with person, lookup, compute and another "advanced" columns and download XML schema definition to copy and paste into VS because I need on the end package solution to sppkg? It's because I find this way to much faster than code all in VS.
Thank you.

How to make ext.net RadioGroup a required field?

We are using ext.net. I know how to make a textbox a required field, but am having trouble to force our user to make a selection on the radio group or a check box group. I know someone just assign a default value to one of the radio button, but our customer wants to leave them unchecked in the beginning but forces the web users to make a choice, which is understandable.
It appears IndicatorText and AllowBlank properties are not effective even though they are listed in the IntelliSense.
<ext:RadioGroup ID="rdGrpGender" runat="server"
ItemCls="x-check-group-base" FieldLabel="Gender"
ColumnsWidths="60,60"
IndicatorText="*" IndicatorCls="cssIndicator" AllowBlank="false">
<Items>
<ext:Radio ID="rdoMale" runat="server" BoxLabel="M" />
<ext:Radio ID="rdoFemale" runat="server" BoxLabel="F" />
</Items>
</ext:RadioGroup>
Can any expert help me out? Thanks a lot.
you can validate it like this
<ext:Button ID="Button1" runat="server" Text="Validate"><Listeners><Click Handler="#{rdGrpGender}.validate();" /></Listeners></ext:Button>

Ext.net 2.0 ComboBox, tiny bug

I have a very tricky issue which bothered me really long..
I was trying to use Ext.net 2.0 combobox to display options from remote DB. Everything works fine, but there is only one issue, when the page first loaded, if I do not change a selection of the combo, in c#, the combobox.value equals to the text instead of id.
Database is very easy: 'Test_table' has two columns, one called Tid, the other is TextContent.
My frontend code:
<ext:ComboBox ID="TestCombo" runat="server" Editable="false" DisplayField="TextContent"
ValueField="Tid" TypeAhead="true" AllowBlank="false" EmptyText="Select a text
id..." SelectOnFocus="true" FieldLabel="test text">
<Store>
<ext:Store ID="TestStore" runat="server" AutoLoad="true" AutoDataBind="true"
OnReadData="testStore_RefreshData">
<Proxy>
<ext:PageProxy>
</ext:PageProxy>
</Proxy>
<Model>
<ext:Model ID="Model1" runat="server" IDProperty="Tid">
<Fields>
<ext:ModelField Name="Tid" />
<ext:ModelField Name="TextContent" />
</Fields>
</ext:Model>
</Model>
</ext:Store>
</Store>
</ext:ComboBox>
After click a save button, I try to add breakpoint to get var _M = TestCombo.value However, it appears that if I click save after I changed the selection of the combobox, _M's value will be correct(equals to Tid value), otherwise, _M's value will be the TextContent..
Anyone has idea what caused this issue? Or does anyone have some good samples for Ext.net 2.0+ combobox code (read from remote db)?

Solution for adding sub-grid to entity in CRM 2011 for relationship that is not customizable

I am trying to add a sub-grid to the Price List entity for Price List Items. When looking at the dropdown list of options for entities in the insert sub-grid dialog I do not see Price List Items as an option. After further investigation it appears that the only options in the list are 1:N relationships that are set as customizable, which Price List Items are not.
Does anyone know of a workaround for this?
I'd asked about the viewID because in the FormXml for the "main" form, you can find a section that details how the subgrid for the products associated with the pricelevel (Price List) is constructed, and the principal parameter there is the ViewId, which is the system view id of the entity you're interested in viewing/editing.
I asked about the type of deployment (on-premise vs. online) because you can just look at the database in the SavedQuery table to get the ViewID for productpricelevel (price level detail), but I'm sure you can get this by a normal CRM query as well. Anyway, the ViewID that I have on record for the "All Price List Items" view is "AB4877E9-6D01-4D28-84C3-BE7564C1BB09", and I'm betting it's the same for your organization.
With this information, you can modify the FormXml for pricelevel and add in the subgrid XML for productpricelevel as shown below. If you need to modify the layout of the UI, you can look at another entity that has the layout you want and modify appropriately.
<row>
<!--cell id: a distinct GUID for this area of the form. Any will do.-->
<cell id="{74e711eb-0eec-119e-8703-ce8b5dbbca94}" showlabel="true" colspan="1" auto="false" rowspan="8">
<labels>
<!--label description: the name (if any) of any label you want to see with the subgrid-->
<label description="Price Level Detail" languagecode="1033" />
</labels>
<!--control id: the name of the subgrid
classid: the type of control (in this case, a subgrid)-->
<control id="CustomPriceLevelItemSubGrid" classid="{E7A81278-8635-4d9e-8D4D-59480B391C5B}">
<parameters>
<!--ViewID: the ID stored in the system for the entity you're interested in (in this case, productpricelevel/Price Level Detail)-->
<ViewId>{AB4877E9-6D01-4D28-84C3-BE7564C1BB09}</ViewId>
<IsUserView>false</IsUserView>
<!--RelationshipName: the name of the relationship that links the two entities (pricelevel to productpricelevel)-->
<RelationshipName>price_level_product_price_levels</RelationshipName>
<!--TargetEntityType: the entity you want to see displayed in the subgrid-->
<TargetEntityType>productpricelevel</TargetEntityType>
<AutoExpand>Fixed</AutoExpand>
<EnableQuickFind>true</EnableQuickFind>
<EnableViewPicker>true</EnableViewPicker>
<ViewIds></ViewIds>
<EnableJumpBar>true</EnableJumpBar>
<ChartGridMode>Grid</ChartGridMode>
<VisualizationId></VisualizationId>
<IsUserChart>false</IsUserChart>
<EnableChartPicker>false</EnableChartPicker>
<RecordsPerPage>4</RecordsPerPage>
</parameters>
</control>
</cell>
</row>
<row />
<row />
<row />
<row />
<row />
<row />
<row />

Auto Number Column in SharePoint List with Link to Item

There was a similar question posted regarding the same topic, but I'm adding to the question and the previous discussion was resolved.
Here is the link to the original question: Auto number column in SharePoint list
I'm now trying to find out if in a Custom List in MOSS SharePoint 2007 there is a column called "ID(link to item)".
I know that when creating an Issues List in SharePoint, there exists an "Issue ID (link to item)" field that is by by default included in the view, however, I cannot find out if a similar field exists for a Custom List.
The answer is No... but you can create one.
Cracking open a website using SharePoint Manager (which rocks) you can see the definition of the "IssueID" column and the one that is used to display the "ID(link to item)"
I include the schema xml from my site below
<?xml version="1.0" encoding="utf-16"?>
<Field ID="{de57307b-e69a-4cf9-b3a9-b6a728ecf773}" Sealed="TRUE" ReadOnly="TRUE" Name="IssueID" Type="Computed" DisplayName="Issue ID" SourceID="http://schemas.microsoft.com/sharepoint/v3" StaticName="IssueID" FromBaseType="TRUE">
<FieldRefs>
<FieldRef Name="ID" />
</FieldRefs>
<DisplayPattern>
<Column Name="ID" />
</DisplayPattern>
</Field>
<?xml version="1.0" encoding="utf-16"?>
<Field ID="{03f89857-27c9-4b58-aaab-620647deda9b}" ReadOnly="TRUE" Type="Computed" Name="LinkIssueIDNoMenu" DisplayName="Issue ID" Dir="" DisplayNameSrcField="IssueID" AuthoringInfo="(linked to item)" SourceID="http://schemas.microsoft.com/sharepoint/v3" StaticName="LinkIssueIDNoMenu">
<FieldRefs>
<FieldRef Name="ID" />
</FieldRefs>
<DisplayPattern>
<HTML><![CDATA[<a href="]]></HTML>
<URL />
<HTML><![CDATA[" ONCLICK="GoToLink(this);return false;" target="_self">]]></HTML>
<Column HTMLEncode="TRUE" Name="ID" />
<HTML><![CDATA[</a>]]></HTML>
</DisplayPattern>
</Field>
Change the GUIDs and you can add these columns to a custom list, they will display in the manner you require. I would recommend creating a feature for the columns (maybe use STSDev) and releasing via a solution to any thing other than a dev site.
You could use SharePoint Designer to convert your list view into a Data View WebPart. From there you have complete control over the XSL used for the view rendering which would make it trivial for you to link to the item from any or all fields.
There is a powershell script available which you can use to add context menu for a field.
ADD THE SHAREPOINT LIST ITEM'S CONTEXT MENU TO ANY COLUMN WITH POWERSHELL
PS> & .\AddMenuColumn.ps1 -webUrl http://[server:port]/site/subsite/ -listName "Test" -fieldTitle "justAnyColumn" -addToDefaultView $true

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