Show Notes attachments subgrid in mscrm UCI view

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Posted on by dkrishna

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Hello,

Is possible to show notes attachments subgrid in mscrm uci view ? Iam unable to find annotation entity in subgrid related entity list.

Thanks,

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cloflyMao 25,210 on at

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Hi dkrishna,

From my test, it seems that Note(annotation) entity is not able to show as subgrid like other related entities, it is by design.

I have tried following approaches:

1. Inject a custom fetchXml to subgrid control, however, after having viewed many threads in forum, I found that this method was only supported in web legacy client.(getControl("xxx").setParameter("fetchXml", fetchxml))

I also tried answer of this thread, the author shared a solution for UCI, unfortunately it didn't work in my environment.

2. Add a web resource to retrieve related notes and render data by ourselves.

It is very straightforward, I built a demo, it uses Bootstrap, jQuery and pagination JS, the custom attachment manager will show 5 records per page.

To test, I uploaded 6 notes to my contact.

You could run it in your environment to test.

Title

Attachment manager

3. Import a custom control(PCF component) to show notes as subgrid, but I didn't find a perfect control on existing projects of PCF Gallery.

In a word, the best solution might be building a custom control by yourself.

Regards,

Clofly

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dkrishna 483 on at

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Can we create custom Activity entity to show attachments in subgrid?

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Jharana Baliyar Singh 2,667 on at

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Hi Clofly,

I need the same where subgrid in separate tab shows all the notes with attchments in that tab using javascript in UCI 9.0 crm so this web resource i can use r8 ? as html directly web resourece need to create in crm ?

Thanks,

Jharana

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Jharana Baliyar Singh 2,667 on at

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Hi Clofly,

I have used the above html web resource but html code directly showing on the tab its not showing any grid data.

What could be the issue ? Do i need to add above script libraries like Bootstrap,Paginaion in crm ?or No need ?

Thanls,

Jharana

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