I have written a Dialog that uses an Advanced Find where the user types in part of a search term, i.e., similar to:
Dialog’s Query Step: Demystifying the Advanced Mode Capabilities.
In my case I created one to find all the Contacts in a post code area starting with "xyz..."
It works fine and I get the contacts in a picklist. How can I get this in a grid of results like you can for a regular advanced find? As I understand it the Query CRM data operation only gives you radio buttons or a list as output types. But is there some ingenious way of grabbing the results perhaps via a child workflow and writing them to a grid?
I'm sure you're looking for something a little more out of the box, but one approach would be to use an HTML web resource. You can mimic the dialog look and feel by using the CRM 2011 Style Guide included in the SDK (in the sdk\resources\styleguide folder).
I think this cant be done out of the box. You can of course create a webresource and then embed the advanced find view using fetchxml query.
Please take a look at the following url. Hope it helps.
http://crmentropy.blogspot.com/2009/11/embedding-advanced-find-views-in-entity.html
Related
I am trying to trigger at Power Automate flow, from at Modern SharePoint list element.
By default this is pretty straight forward, as these two links also show.
https://www.youtube.com/watch?v=2Hp9CTd8zQU
https://michalguzowski.pl/how-to-trigger-microsoft-flow-in-sharepoint-list/
However, when I try the name of the flow simply does not show up anywhere in SharePoint. As such:
My flow (my first trigger is "For a selected element"). Also the flow was created through Sharepoint using the PowerAutomate option.
Where in SharePoint I would expect an option called "TestTrigger4" to show up (excuse the strange language)
enter image description here
Clear the browser cache, wait for minutes, then re-open the list to compare the result.
I found the solution.
The answer is that only Power Automate flows from the default solution can be run like this through SharePoint.
I want to enable quick search on records and include regarding notes on that search.
I am able to do it through advanced find but look for a way to it with quick search.
I am using dynamic crm 2013 on premise.
Any suggestions for that issue ?
Thank you,
My suggestion is to create a custom quickfind search page and attach it to the sitemap.
Inside the search page you can easily get the actual entity quickfind fetch and layout xml or create your custom advance find query and tailor the results into an advanced find iframe.
Good day to you. I am newbie in SharePoint 2013 so please bear with me. I have created around 15 lists in my website each containing same columns but different data (they differ semantically).
I am aware that we can change the default view, edit and display form for each list by creating new form in SharePoint Designer 2013. This seems like a very bad approach as far as the maintenance is concerned. I know my lists are exactly the same so why do I have to create same 15 display forms for each of the lists?
Is there a way to create one custom Display form (may be in a central location, i don't know i am just thinking :P ) for all the lists? Is there a way to tell a list to use a specific display form? Any help will be highly appreciated. Thanks.
If i understand your question correctly, you have 15 lists with same set of columns. You want to change the display/look of the form. All 15 lists should have same look and feel right!! If yes, then why don't you try with some html, javascript solution. Since you are in sharepoint 2013, javascript support for solutions is very good like rest queries. You can use SPServices also.
If you want to to add data to the list whenever you click on the "New Item" link in the list then hijack this link such that it should navigate to your custom form. Pass your list name as query parameter. Whenever user is saving the form, get the list name from the query parameter and save the data to that list.
There could be another ways also to achieve the solution with html and javascript.
Useful links:
Microsoft, Microsoft, SPServices
Sam I think you can create a custom content type and create custom display form for your content type. Enable the content type in each of your lists so automatically this customized form would be available.
The advantage of this approach is that suppose if you need one more list after some time you can just add this content type and your form would be available into the new list as well.
The approach is explained in the link below.
http://blogs.msdn.com/b/varun_malhotra/archive/2009/06/06/define-custom-new-edit-display-forms-for-content-types.aspx
Check this one also
https://joshmccarty.com/2011/02/sharepoint-custom-list-with-custom-content-types-and-custom-display-forms/
Just wanted to write the solution which I implemented as it might help others as well. (Thanks Hiren and Mihir for your valuable inputs)
I had 15 lists and I was showing the data to the user using content search web part with custom display template. All of the lists were using the same display template so I made a new page just to show the item details. In the display template I pointed the item URL (i hijacked the list name and the current item id) to my new page and displayed the item. Let me know if anyone is interested in the whole solution or further elaboration is required.
I have a basic knockoutjs project loading data from a SharePoint 2013 list scenario. Getting data and displaying data is easy, the problem that I'm running into is on the edit mode displaying the proper control. Everything should not be a textbox. This means the people picker control to dropdownmenus to calendar controls.
MSFT has some pretty good documentation on using the client side people picker control here"http://msdn.microsoft.com/en-us/library/office/jj713593.aspx
The problem that I have is calling this control inside my viewmodel.
Setting the value of the control doesn't look difficult courtesy of this blog post: http://www.sharepointcolumn.com/sp2013-setting-people-picker-value-in-newform-aspx/
I attempted to looking into computed values, but that doesn't seem to work. Does anyone have a blog post that I skipped over? The closest related post that I can find: http://yetanothersharepointblog.wordpress.com/2012/12/11/working-with-sharepoint-lookup-columns-in-knockout-js/
Lastly since it seems that I'm the only one doing this, does anyone think that I should not be reinventing the wheel with my forms and should just link each item to the appropriate SharePoint list item in edit or display view? I suppose that would be easier.
From a SharePoint Professional to another, I would highly recommend you to do that.
Just redirect the user to the item edit/display item page an let SharePoint take the leash of how to handle UI form elements.
Because, assume that you implement your custom form, what if the user decides to add one more site column to the list? Will you update your code to support another field?
From my personal experience with the beast I've come to the conclusion that structural implementation over already existent functionality tends to go wrong.
Also, if you have some kind of listing of items custom made and you want to provide editing, try to do something opening a pretty SP.UI.ModalDialog, its elegant and you use the sharepoint to do the work for you.
But it's just an advise.
I'm not sure this is possible, but figured I´d give it a shot. First a few pre-requeistes and environment details:
I´m using SharePoint 2010, SharePoint
Designer 2010, VS 2010
I want to create as little code as
possible, preferably, create it all via UI or Designer
use out of the box components as much
as possible
Here is What I want to do:
Have a custom list with custom columns (easy part)
Create a webpart with an edit interface to select a single item from this list
This same webpart when visible would display the contents of this selected item in a given layout
I know I can do this creating a custom web part and code it all from scratch, I guess my main question is, is there a way to do this with less code and more out of the box components in SP2010. If not, I guess I'm left with lots of C# code.
Any tips, or pointers in this direction will be most welcome. Thanks in advance.
I think what you're looking for is the Data Form Web Part.
Unfortunately, I can't find any good tutorials for 2010, but hopefully the steps should be similar to setting it up in 2007.
Thanks all for the update. In the end, i had to create quite a bit of code to get this to work:
created a web part that enumerates
the content type,
creates a light box that has a picker
then stores the ID of the content in a column
Not the easiest way,but the only way I could get it working. Thanks again!