SBX - Search With Button

SBX - Forum Post Title

Portal - how to show case resolution comments?

Microsoft Dynamics CRM Forum

LearningCRM asked a question on 4 Sep 2018 9:49 AM
My Badges

Question Status

Verified

I want the case resolution comments/remarks to show on the portal cases. How do you make this possible? Is there a way out of box to display Case Resolution entity along with Portal Comments?

Reply
Dmytro Rutkovskyi responded on 4 Sep 2018 3:03 PM
My Badges
Suggested Answer

Hello,

Case Resolution (adx_resolution) field is displayed at the portal by default if you are using OOB support configuration.

In case of custom implementation you can easily put this field to your Portal CRM Form (you using to display the entity at the Portal), or as in default implementation with custom page template based on web template, you can add to webtemplate next strings:

         {% if incident.adx_resolution %}
           <div class="resolution">
             <div class="page-header">
               <h3>{% editable snippets 'CustomerService/Case/Resolution' type: 'text', default: resx['CustomerService_Case_Resolution'], escape: true %}</h3>
              </div>
              {{ incident.adx_resolution | text_to_html  }}
           </div>
         {% endif %}


BTW, this block will be displayed in OOB configuration if case is Published to Web and it is in Active stage ({% if incident.adx_publishtoweb and incident.statecode.value == 1 %})

Reply
Dmytro Rutkovskyi responded on 4 Sep 2018 3:07 PM
My Badges

Just read your question once again. I don't have "Case Resolution" entity in my system, but if it's activity type - you can configure Portal timeline at the Case form to show them as well.

If it's custom entity which doesn''t appear in timeline, than you can show it with additional entity list or custom fetchxml implementation.

Make sure you have properly set entity permission for that entity.

Reply
LearningCRM responded on 4 Sep 2018 6:38 PM
My Badges

I'm checking in Case form properties and it shows the Case Resolution as included. Still it isn't showing from inside the Portal.

Reply
Dmytro Rutkovskyi responded on 4 Sep 2018 6:49 PM
My Badges
Verified Answer

Seems the portal timeline doesn't support any custom entity, you can read more its features in this blog post: https://community.dynamics.com/crm/f/117/t/268110

So you can display additional (all) activities in entity list (subgrid on the form), like here: https://community.dynamics.com/crm/f/117/t/268110

Or via custom liquid template. I provided example of displaying task list and customizing regarding field here : https://community.dynamics.com/crm/f/117/t/293169 and you can use the same technique to render different activities in the different way.

Thanks, Dmytro

Reply
RonaldJanson responded on 5 Dec 2018 4:13 AM

I also want to know about it...??
Uptheproduction

Reply
Dmytro Rutkovskyi responded on 4 Sep 2018 6:49 PM
My Badges
Verified Answer

Seems the portal timeline doesn't support any custom entity, you can read more its features in this blog post: https://community.dynamics.com/crm/f/117/t/268110

So you can display additional (all) activities in entity list (subgrid on the form), like here: https://community.dynamics.com/crm/f/117/t/268110

Or via custom liquid template. I provided example of displaying task list and customizing regarding field here : https://community.dynamics.com/crm/f/117/t/293169 and you can use the same technique to render different activities in the different way.

Thanks, Dmytro

Reply
Dmytro Rutkovskyi responded on 4 Sep 2018 3:03 PM
My Badges
Suggested Answer

Hello,

Case Resolution (adx_resolution) field is displayed at the portal by default if you are using OOB support configuration.

In case of custom implementation you can easily put this field to your Portal CRM Form (you using to display the entity at the Portal), or as in default implementation with custom page template based on web template, you can add to webtemplate next strings:

         {% if incident.adx_resolution %}
           <div class="resolution">
             <div class="page-header">
               <h3>{% editable snippets 'CustomerService/Case/Resolution' type: 'text', default: resx['CustomerService_Case_Resolution'], escape: true %}</h3>
              </div>
              {{ incident.adx_resolution | text_to_html  }}
           </div>
         {% endif %}


BTW, this block will be displayed in OOB configuration if case is Published to Web and it is in Active stage ({% if incident.adx_publishtoweb and incident.statecode.value == 1 %})

Reply

SBX - Two Col Forum

SBX - Migrated JS