Microsoft Dynamics CRM (Archived)

Adding Icons and to grid column for related entity

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Posted on by yleclerc

1,549

I am well aware of the possibility add icons to a view column in CRM, like in this post.

Now would it be possible to make this work for a related entity column?

For example - In the Queues view, we display the Case Priority. We want to add icons that are based on the Case Priority (prioritycode). How could we make this work?

Sample code:

function displaypriority(rowData, userLCID) {
var str = JSON.parse(rowData);
var coldata = str.prioritycode_Value;
var imgName = "";
var tooltip = "";

I guess the coldata here is not working because the field is in the Case entity (instead of the Queue Item entity).

Any help is appreciated

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RaviKashyap 55,410 Moderator on at

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Hi,

I think this is because the name of the prioritycode field will have the alias name prepended. Check below screenshoot of how it renders.

Hope this helps.

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yleclerc 1,549 on at

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Thanks very much Ravi. Very helpful!

I found the related alias using the debugger like you did.

I tried to use it in the code, like this:

var col_data = str.a_cf79ac6ed0e243f8b4514bbf0554999c.prioritycode_Value;

But it's not working. Do you have any idea what else I could try?

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yleclerc 1,549 on at

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Full code:

function displaypriority3(rowData, userLCID) {

var str = JSON.parse(rowData);

var col_data = str.new_priorite_Value;

var imgName = "";

var tooltip = "{" + col_data +"}";

switch (col_data) {

case 1:

imgName = "new_priority_p1.png";

tooltip = "P1 - Critique";

break;

case 2:

imgName = "new_priority_p2.png";

tooltip = "P2 - Élevée";

break;

case 3:

imgName = "new_priority_p3.png";

tooltip = "P3 - Normale";

break;

case 4:

imgName = "new_priority_p4.png";

tooltip = "P4 - Basse";

break;

default:

imgName = "new_priority_p3.png";

tooltip = "P3 - Normale";

break;

}

var resultarray = [imgName, tooltip];

return resultarray;

}

By the way, when I refer on another field (a queue item field), the code works. As soon as I update de coldata variable, it doesn't work.

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RaviKashyap 55,410 Moderator on at

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Not sure. We (as a developer) don't have access to the alias name and can't control what it would be so I think this is not yet handled by Microsoft.

It would be better to get the confirmation from MS Support.

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Ben T 803 on at

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Yvan, I'm facing this same problem. Did you find a solution?

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yleclerc 1,549 on at

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Hi Ben,

I tried a lot of things and I never was able to make it work.

What I ended up doing is add a Priority field in Queue items. And sync this field with the priority from the case (via workflow). So when the priority is updated in the case, the workflow updates the priority in the Queue item. And I can display icons from the Queue item views.

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PhuocLV 347 on at

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a full solution can found d365iconsandtooltips.com/

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Ben T 803 on at

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Phuoc,

It doesn't look like that solution fixes the issue we are talking about. Also, it's a paid solution FYI.

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Ben T 803 on at

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Yvan,

Ok, thanks for the information. I was hoping to create a calculated queue item entity field. For 1 way syncing of fields I like using calculated fields. However, the calculated fields on the queue item entity are different, and it didn't seem I could do what we needed. I guess we will also go with workflows.

A couple questions

1) do you notice any decreased performance? To me it looks like the grid loads a little slower because of the images, though it's subtle.

2) do you have links on understanding queue items. I don't understand this queue item entity. We send records to the queue and they have all the same fields and forms and everything as the normal records. So what is the point of a queue item field, beside being easy for adding icons? Or maybe so all queue items can have the same field without that field being created on all the original entities?

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Ben T 803 on at

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Yvan,

Ok, thanks for the information. I was hoping to create a calculated queue item entity field. For 1 way syncing of fields I like using calculated fields. However, the calculated fields on the queue item entity are different, and it didn't seem I could do what we needed. I guess we will also go with workflows.

A couple questions

1) do you notice any decreased performance? To me it looks like the grid loads a little slower because of the images, though it's subtle.

2) do you have links on understanding queue items. I don't understand this queue item entity. We send records to the queue and they have all the same fields and forms and everything as the normal records. So what is the point of a queue item field, beside being easy for adding icons? Or maybe so all queue items can have the same field without that field being created on all the original entities?

Was this reply helpful? Yes No