Can we customize a Quick View form of Phonecall activity?

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Posted on by Aditya

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I have to set the default value of 'Call With' field of phone call activity as the related customer on create of phonecall. I have written javascript for it. When I click on create phonecall in social pane in web client it opens the "Quick View" form instead of "Quick Create" and this form's Form Properties are disabled and it doesn't allow me to register javascript on it.

I want to run javascript on load of form of phonecall activity in the social pane of an entity.

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Nijos 1,672 on at

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RE: Can we customize a Quick View form of Phonecall activity?

Hi,

Client side scripting is not possible here.

You can use a plugin or workflow to set this from back end but it will be triggered only after saving the phone call.

Nijo

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LuHao 40,890 on at

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RE: Can we customize a Quick View form of Phonecall activity?

Hi partner,

Unfortunately, this is impossible.

1. For Phone Call and Task in the social panel, D365 uses a unique Quick View Form called "Quick Form".

Only these two active entities have "Quick Form", other active entities such as Email do not have this form, they use Main Form and use Quick Create Forms on UCI.

2. The "Quick Form" Quick View Form is not customizable, that is, Javascript cannot be set on this form.

In summary, we can't set Javascript on the social panel to set the default value of 'Call With' field of phone call activity.

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