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I am trying to develop a custom section on the lead form that displays a summary of information such as total visits and last time a user visited (I have a custom entity called "visit" that contains a lookup between the lead entity and the visit entity). I have a tab on the lead sales insight form that displays a list of visits relative to the given lead, however, I would like to create a summary of the data on the initial (summary) tab as mentioned prior.
There are two key parts I would like to figure out:
Cheers
check this link: form-xml-schema
BTW, i think maybe you can try about PowerApps Component Framework to create your own component.
Although you dont think that it is a good idea, If I were to do so, do you know of any resources/examples of adding components to a solution/editing the XML with C#?
1. If you only want to show the relate visit count number, then you can create a Rollup field for auto count, then you can add this field to your section. Otherwise you can write Javascript to query the relate visit records and count them.
2. If your solution is managed, then no. If your solution is unmanaged, then you can create a new solution and add the component to it, and do the export or import. You can add component to solution by C#, but i do not think is a good idea to edit the form XML(layout) with C#.
Hey thanks for the reply.
Firstly, that is helpful however I need to achieve this in a way that a user does not have to configure it themselves. By this I mean that I can send them something like a plugin that will handles retrieving the count.
Secondly, I have custom entities that are created using a plugin I have already made so that users can just register the plugin to their dynamics solution rather than having to create the entities themselves (for non-technical users). Like this plugin that creates the entities using C#, I need to create a custom interface to display a summary of the data (the visits entity mentioned in my original question). What I hope to achieve is to create this interface that can simply be added to a form in a section/or added by default to a main form rather than the user having to manually place all of the components on a form.
Essentially, I just want a pre-made section (without needing the whole form) like that contact part with the visit count and last updated part that can be added to any form by any user without having to add all the fields themselves.
Is this possible?
Hi Dewers,
You can see the visit count which is related to this Lead record as shown in the below screenshot.
You can also refer below link for your reference
Hope this helps.
Thanks!
André Arnaud de Cal... 291,359 Super User 2024 Season 2
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