Associated Leads in Account form Navigation

(0) Share

Report

Posted on by Joe Woltering

12,163

I used the following javascript in 2011 to display related Leads in an Account record (http://mscrmshop.blogspot.com/2013/01/step-by-step-tutorial-to-add-missing.html?showComment=1368638802080#c9040574248114075140).

Since upgrading to 2013, this appears to have broken, and when I click on the link to related Leads I get a generic error. How can I display Related Leads in an Account form in 2013?

*This post is locked for comments

I have the same question (0)

All responses (12)

Answers (1)

Verified answer

Aileen Gusni 44,524 on at

Like (0)

Report
Hi Joe,

Yes, if you refer to the link and then you use in CRM 2013, you will get the error, broken link.

Because in CRM 2013, you need to pass &rof=true or &rof=false as parameter (additional parameter after your former URL).

You can set add parameter :

&rof=true

or

&rof=false

ROF is referring to Read-Optimized-Form, and it is required to be passed.

In this section:

//building a url

var sUrl = "/userdefined/areas.aspx?oId=" + oId + "&oType=" + oType + "&pagemode=iframe&security=852023&tabSet=" + relName&rof=false;

So, the URL should be having this address URL

http://servername:port/organizationname/userdefined/areas.aspx?oId=DB4A2D57-FBBA-E311-9403- 001CC4EECDD6&oType=1&pagemode=iframe&security=852023&tabSet=lead_customer_accounts&rof=false

Here is the result

Hope it helps!

Was this reply helpful? Yes No
Joe Woltering 12,163 on at

Like (0)

Report

OK, got it. Thanks guys. I added a sub-grid to the Account form as a temporary workaround but I'll give this a go.

Was this reply helpful? Yes No
Aileen Gusni 44,524 on at

Like (1)

Report

Hi Joe,

You're welcome.

I found a similar post, newer one I think.

community.dynamics.com/.../106335.aspx

Is that also submitted by you?

Was this reply helpful? Yes No
Joe Woltering 12,163 on at

Like (0)

Report

Yes, that was the original post that got me started in 2011. I have since upgraded to 2013.

After adding the &rof=false, I no longer get the error but instead just a blank blue frame below where normally the Leads would show up.

Was this reply helpful? Yes No
Suggested answer

Aileen Gusni 44,524 on at

Like (0)

Report

Hi Joe,

try to add another parameter:

&inlineEdit=1

Thanks.

Was this reply helpful? Yes No
Suggested answer

Aileen Gusni 44,524 on at

Like (0)

Report

After you add another param:

&inlineEdit=1

This will give you the ribbon

Hope it helps!

Was this reply helpful? Yes No
DlwK 607 on at

Like (0)

Report

command bar is not being displayed, even with inlineEdit=1

Was this reply helpful? Yes No
Aileen Gusni 44,524 on at

Like (0)

Report

This ribbon appears only if you put the URL under CRM form, it is by design.

If you just copy paste the URL in the browser, it will not be displayed. You should put as associated view in the left navigation of primary entity form which is under CRM form. I did the screenshot showing that the ribbon is shown and so is the hidden Lead-Account associated view, under the left navigation of CRM Account form.

Was this reply helpful? Yes No
Ashwini 25 on at

Like (0)

Report

Hi Aileen

We are trying to display associated view in iFrame on Entity form.

We are able to show it, following is the url that we build.

https://<orgName>.crm.dynamics.com/userdefined/areas.aspx?oId=%7bA6F09DF8-8B80-E511-8110-C4346BAC59AC%7d&oType=1&pagemode=iframe&security=852023&tabSet=bip_account_bip_clientholding_ClientAccount&rof=false&inlineEdit=1

We have two problems,

1. In iFrame, Command bar of associated view (with rof=false&inlineEdit=1) does not show up.

2. We need solution to show to show chart for associated view.

Can you provide some help on this?

Was this reply helpful? Yes No
CDamy 170 on at

Like (0)

Report

Hi Aileen ,

for the case i need to have &security value corresponding to. In crm 4.0 i used var security = crmFormSubmit.crmFormSubmitSecurity.value;

I don't know how to retrieve the security value from my form in the corresponding way for crm 2015 , because crmFormSubmit is not supported in crm 2013, 2015,..

Thanks

Regards

Was this reply helpful? Yes No