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Customer experience | Sales, Customer Insights,...
Answered

Hierarchy Quick View is completely grey

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Posted on by 40

I followed this link to create a custom "hierarchy quick view form".

www.powerobjects.com/.../hierarchy-visualization-dynamics-crm-2015

I created a new quick view form containing only the four field that I want to show.

The problem is that the quick view form is completely greyed out not showing anything... What could be the cause of this?

pastedimage1589539586215v1.png

My Quick View Form

pastedimage1589539641044v2.png

I have the same question (0)
  • LuHao Profile Picture
    40,892 on at

    Hi Fedorov,

    Could you provide some screenshots?

  • LuHao Profile Picture
    40,892 on at

    Hi Fedorov,

    please clear the browser cache or change another browser.

    In addition, does Hierarchy Quick View of other entities have this issue?

  • Fedorov Profile Picture
    40 on at

    Hello,

    I've cleared the cache (running Chrome incognito) with same result.

    I've downloaded Firefox and tried with same result.

    I finally tried with IE Edge and it was the same result..

    I have not yet tried the hierarchy for other entities because the customer only works with hierarchy on account level and support for all other hierarchys have been removed. I might be able to try at a later stage but anyways, there seems to be some problem/bug with the account hierarchy form..

  • LuHao Profile Picture
    40,892 on at

    Hi Fedorov,

    I would recommend you raise a support ticket.

  • Fedorov Profile Picture
    40 on at

    Hi, yeah I think you're right..

  • Suggested answer
    Fedorov Profile Picture
    40 on at

    Ok, now it is solved and of course it all felt so obvious once the solution was presented..

    The new forms need to be added to the app..then it will work.

  • Ran Zhang Profile Picture
    on at

    Hi Fedorov, I have a question that if you didn't add the form to an app, then this form would not be displayed in the hierarchy form list. I met similar issue where all fields on a form in hierarchy are invisible, but the form is in the app. Could you tell me more details about your solution? Thanks!

    pastedimage1597137274069v1.png

  • Fedorov Profile Picture
    40 on at

    Hello,

    Sorry, all I can say is that once I added the form to the App it all started working...that was it...

  • Ran Zhang Profile Picture
    on at

    Thank you~ at least I learnt new investigation method.

  • leipapuu1 Profile Picture
    2 on at
    For me the forms were empty after I published only the customizations to account and model driven app, but started working (better) after I published all customizations.

    I also hid the column labels to make use of the whole square.

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