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Microsoft Dynamics CRM (Archived)

Web resource larger than iframe

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Posted on by 978

First, I would like to encourage unsupported and supported answers to this question. I can handle the filtering of acceptable risk and rework after suggestions have been posted :).

Hi all,

I have a request to let users categorize activities in a simple and quick manner (targeting on-prem 2013). Categories are like tags, but have some hierarchy built in (categories have sub categories and so on, 3-4 levels). We would like to implement this simply as a custom control in a web resource on the different activity forms where you would start typing and it would offer suggestions and then let users drill down if needed following that suggestion. Of course a simple search box or something similar does not require a lot of space around it, or at least not until you have some results, and here lies my problem: The standard CRM Iframes typically handle overflow... well, they don't handle it well. 

  • Is there a way to let content in an iframe overflow into the CRM form in general (by some z-index manipulation or otherwise)?
  • Would you (very unsupported) rather inject this into the CRM DOM to achieve a more fluent custom control (HTML+JS)?
  • Do you suggest other alternatives for web resources with lots of content without filling the screen or ending up in scrolling hell?
  • Have anyone seen a ready-to-go categorization solution for CRM that we could look at buying?

Thanks.

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  • Suggested answer
    ScottDurow Profile Picture
    21 on at

    Hi,

    There isn't anyway that the content from the iframe can 'escape' and be displayed over the top of the surrounding area since this would break the DOM structure. The only way would be to inject html into the form dom - and as you say this is very unsupported and I really recommend against it.

    As you suspect one option is to create a larger webresource and design the UI so that it fits into it - perhaps with scrollable content inside the iframe. It's also worth considering using the new autocomplete feature on textboxes - you might be able to use a highbrid approach where some of it uses an ootb text field and some of it is a custom webresource - develop1.net/.../Option-Set-Lookup-or-Autocomplete.aspx

    Perhaps the last resort approach is to replace much of the screen with a custom webresource that does everything without the need for the surrounding ootb UI or a simple popup to do the categorisation.

    Hope this helps,

    Scott

  • Henrik Gundersen Profile Picture
    978 on at

    Thanks Scott. After thinking about it for a day or two, I talked the users into a simple tagging solution based on an existing jQuery widget. We found one that did not occupy a lot of screen real estate, and they were really happy with the results.  

    I briefly experimented with an auto expanding iframe (web resource host frame) using a messaging pattern between parent and iframe, and it worked, but cannot recommend that (partly unsupported) approach, especially not with the changes in later versions of CRM of how scripts are isolated. I noticed in my experimentation that the web resource form object has a method called getObject() (see link 1) which returns the underlying DOM element. This seems contradictory to the "do not touch the DOM" guidelines, but I guess even Microsoft is aware that we sometimes need to break out of their good intentions and do what's needed.

    Anyway, thanks again Scott :)

    Link 1: msdn.microsoft.com/.../gg334266.aspx

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