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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Show Notes attachments subgrid in mscrm UCI view

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Posted on by 475

Hello,

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

Thanks,

  • Jharana Baliyar Singh Profile Picture
    Jharana Baliyar Singh 2,665 on at
    RE: Show Notes attachments subgrid in mscrm UCI view

    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

  • Jharana Baliyar Singh Profile Picture
    Jharana Baliyar Singh 2,665 on at
    RE: Show Notes attachments subgrid in mscrm UCI view

    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

  • dkrishna Profile Picture
    dkrishna 475 on at
    RE: Show Notes attachments subgrid in mscrm UCI view

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

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Show Notes attachments subgrid in mscrm UCI view

    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.

    pastedimage1597734415254v1.png

    pastedimage1597734538674v2.png

    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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