I have the following scenario:
A user wants to create a new record of entity CustomEntity1. One of the fields on the "Create New" form is a reference to the entity of type CustomEntity2.
Now, there is a built in lookup where thety can search by name, or filter the options to a predefined view. This doesn't help, because the user needs to get the name (or names) of CustomEntity2 which satisfies a set of criteria based on the fields in CustomEntity2.
Is there a way to incorporate this in "Create New" form for CustomEntity1?
And the question again, a bit less abstract:
The user needs to create a new record of type CustomerAccount. In doing this he/she needs to fill a field called Group. This should be looked up in a list of existing groups, based on several criteria - Type, Region, Budget and so on. Is there a way for the user to enter this criteria while creating the new record, and not go separately to the list of Groups and run a report to find the candidates?
You can use the addCustomView method of the lookup control to filter the options based on the fetchXML and layoutXML that you provide.
One way to supply the right conditions to your custom fetchXML is to duplicate the Type, Region, and Budget fields in the CustomerAccount form, so that when the lookup dialog is opened, it filters the existing Groups based on the values you've selected in the CustomerAccount form.
Related
I am trying to create a workflow the gets an entities attribute value and minuses it from another entities attribute value and then have a conditional check on the result. The workflow needs to be run from an account and link to the other entity.
If the second entity is related to the account, you can do this with a normal workflow. In your Update step select the field that you are calculating, and in the "Form Assistant" window on the right side of the screen select Operator = "Decrement by" and then select the related entity and field that hold the value you wish to subtract.
If the second entity is not related to the account then you have no easy options.
I have a site powered by ExpressionEngine 2.5.x, using Freeform, integrated to post form data to MS Dynamics CRM 2011. The extension is nicely scalable, I can change the mapping, all that excellent stuff. My problem is how to find mapping values for Lookup fields in MS Dynamics.
I am trying to map form fields from the site forms, into MS Dynamics. Some of the fields are Lookups, in MS Dynamics. Our mapping calls out the numerical value of the Lookup item, rather than its name. (Which is good, because ppl can change the text names in the MS Dynamics console without breaking the mapping.)
My question is: I know how to find the actual back-end field names of form fields within MS Dynamics. But how to I find the numerical values of the picklist items and lookup fields? Say I have a Lookup field, for Lead Source (called campaignid). The items are:
web
online
radio ad
flyer
word of mouth
other
I know that when I edit options in an option set, I can see their numerical value. Where can I edit options in a lookup field? I've tried looking under Settings > Customizations > Customize the System, but didn't see anything called lookup.
Lookups are pointers to entities. They do not have numerical values like regular option sets. So I guess that you will have entity called Campaign (or lead) so you can check which campaigns exist in the crm DB where each entity will have view in the DB.
Let's see if i understand your question. You don't have a Lookup option like Option Set because a lookup is consequence of a relationship 1:N between two entities. So for edit a lookup you need edit a record of a entity. In lookup fields you don't have numerical values, you have guid that represent individually a record, so in a record a lookup is stored in database as a guid. Check this video.
Check here how find this guid with the record open.
A look-up field is, roughly speaking a pointer to en entity (in C# it's referred to as EntityReference instead of Entity) and it consist mainly of a guid and logical name of something.
Usually, in the code, when you have an entity, in order to access the fields of its lookup-connected entity, you'll need to make an extra query for that.
So, if you have a Contact instance and need to see the address of its parent customer, you'll have to get the guid and logical name (in this case it'll be Account) and retrieve the data for it separately.
EDIT:
Suppose that you have created an instance of Contact entity and you'd like to access its lastName field. Then you can simply refer to it as follows.
var value = Xrm.Page.getAttribute(“lastName”).getValue();
On the same form, there's also a field that refers to an Account instance (its name is parentCustomerId. Suppose now that you'd like to get the fullName field of the Account. One could expect the following to work.
var account = Xrm.Page.getAttribute("parentCusomterId").getValue();
var name = account.getAttribute("fullName").getValue();
However, that's not going to work, because the parentCutomerId is a look-up field. It means that it only contains a guid (a pointer, a reference) identifying an other entity. You'll have to use it (the guid) in order to fetch the instance that the look-up is "mentioning". Then you'll be able to check it's properties.
I have a list of products that has two columns, product and product family.
I want to create another list that uses this first list as a lookup for one of the columns. This I can do, i.e. I create a custom column and then use the "Add from existing site columns" linko the "List Settings" page of the second list.
However, what I'd really like is that the custom column only proposes products that belong to a specific product family. I can create a View in the first list which allows me to display only the products in a specific family. However I don't see any way to specify only this view when I create the custom column.
Anyone have any ideas ?
Best regards,
Colm
If I understood you correctly you are trying to make a dynamic select field that will populate based on what the user has chosen in a select field before it. You will not be able to configure this with out of the box SharePoint. It is possible to add some javascript to a form to achieve this. I believe you can also do this in InfoPath but I am double checking that.
I have a Person field in my custom list. I want to have a view that will show multiple fields from that Person instead of the one I had to choose when creating the Person column.
So basically I want to have one column for Person and then in the view see Name, title, email, phone. All of those are valid choices but I can only pick one right now.
I really want to avoid typing in the username lookup for each column I choose to display.
This is SP 2007
It sounds like you need to create a custom fieldtype (with a fieldcontrol) that inherits from the userfield but in viewmode renders out the different columns you need. Is that something along the lines you are looking for?
http://www.sharepointblogs.com/nicksevens/archive/2007/08/31/create-custom-field-types-for-sharepoint.aspx
Note: This link is broken
You probably want a Computed Field. Note that this is not a Calculated Column. A Computed Field is what is used to display the same data is different ways. In SharePoint there is a Title field, but there is also a "Title (linked to item with edit menu)" computed field as well as a "Title (linked to item)" computed field.
See midway down this link for more details. I'm not sure if it will have all of the power that you need, but if it does it is almost certainly what you are looking for if you don't mind getting into the Schema XML file a little.
Could you use a DataView web part for this? If it's just a question of viewing the data that might be suitable.
Came across this thread and thought I'd add a tip. This suggestion is clearly not for every use case, but may work well in situations where you're managing a list rather than allowing manual inputs (verified to work with SP 2013):
Create a spreadsheet with columns to match your SharePoint list that contains multiple profile fields. (for example: name, phone number, email address)
In the spreadsheet, enter the same email address in all of the person/group field types in that row. (e.g., boss#company.com, boss#company.com, boss#company.com)
Select and copy the row(s) you wish to transfer to SharePoint.
In SharePoint, change the list view to "Quick Edit" and paste the row(s) into the grid.
SharePoint will process each field and convert the email address to the profile value you selected during the list setup.
I have defined a custom Sharepoint list for special attributes related to a software application inventory and installed it as a feature. I also want to group these attributes in categories. How could I change the Sharepoint page that allows the user to add a column to a list, so that when the user adds a column to my custom list type (column = attribute) he'll have a dropdown to choose the category?
From what I understand you want to add a choice column data type thats already prepopulated so that users can then add it to their own content types?
have a look here, this is probably what you want to do: http://www.sharethispoint.com/archive/2006/08/07/23.aspx