You’re offline. This is a read only version of the page.
Hi everyone!
I have created a lot of custom entities which are related with the Accounts. When i open the Account and see the related entities its a mess . I would like to group and divide them . I went to form and clicked navigation but can't find a way to group them , only to reorder them.
Is there a way to do it?
*This post is locked for comments
Hi Shak,
Unfortunately currently there is no way to create new navbarArea for grouping. You may only rename the existing ones. As you said you can reorder is what Microsoft currently provides.
The other way I would prefer is to create different sections for the related entities with the appropriate groupings. These sections should be COLLAPSED by default on the form so that it reduces the calls of the related entities during load. Once the user opens the collapsed section, then it will actually trigger the retrieval of the related grids included in the section.
Moreover once done with the COLLAPSED sections, you may remove the extra clutter of the custom entities which you will be displaying with in the collapsed sections.
Mark as answer if it helps to continue with your work.
Thanks,
Anubhav Bajpai
Unfortunately this doesn't work . Any ideas?
Hi,
I think you can't change this via the form editor.
But you should be able to change it in the customization.XML.
You need to put your entity into a solution and export the solution. Then unzip the solution and open the customization.XML in an XML editor and edit the XML.
Then zip the solution again and reinstall.
Keep an unchanged copy, in case you mess something up. But also the Import should warn you in case of invalid XML document.
What you are looking for is:
These are the navigation items
Share
Report
All responses (
Answers (
<NavBarByRelationshipItem RelationshipName="Contact_ActivityPointers" Id="navActivities" Icon="/_imgs/ico_18_act.gif" Sequence="20" Area="Info">
<Privileges>
<Privilege Entity="" Privilege="ReadActivity" />
</Privileges>
<Titles>
<Title LCID="1031" Text="Aktivitäten" />
<Title LCID="1033" Text="Activities" />
</Titles>
</NavBarByRelationshipItem>
The Area = "..." part is the grouping you're looking for.
<NavBarAreas>
<NavBarArea Id="Info">
<Titles>
<Title LCID="1031" Text="Allgemein" />
<Title LCID="1033" Text="General" />
</Titles>
</NavBarArea>
<NavBarArea Id="Sales">
<Titles>
<Title LCID="1031" Text="Vertrieb" />
<Title LCID="1033" Text="Sales" />
</Titles>
</NavBarArea>
...
Hth Thomas
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156