I came accross an interesting little problem today that took me a while to figure out. This happens in CRM4, but I am fairly sure the same will happen in CRM3.
I have a lookup field to contact called nzi_clientid with a label of Client, I want to rename it to Contact under certain conditions but leave it as Client under other other conditions.
To rename a field on a form has been documented online as:
crmForm.all.nzi_clientid_c.innerText = "Client";
The problem is that if you rename the field using this method, the well documented way to make a field required (crmForm.SetFieldReqLevel("nzi_clientid", 1)) does not work, and it throws an error, "Object doesn't support this property or method".
I had to delve into the html to see what was happening. It turns out that using the above method to rename the field label overwrites more than the label. Before the rename the innerHTML looks like this:
The rename replaces this entire xml section with the new name e.g. "Contact". We don't want this because the crmForm.SetFieldReqLevel cannot find the field any longer because the LABEL node has been overwritten and replaced with "Contact".
<TD class=" ms-crm-Field-Normal" id="nzi_clientid_c" title="Client" style="DISPLAY: inline">
Contact
</TD>
Two ways to fix this is to either to a text replace of the word "Client" in the innerHTML and replace it with "Contact", but this is more than the one or two lines and makes it too complicated.
Second way is to overwrite the firstChild with the new label "Contact". This will mean that the original LABEL node still exists, but the img that shows whether the field is required or not, is gone, even though the field is technically still required. Since I analyse the field right after this and set whether it is required or not, this is not an issue for me.
crmForm.all.nzi_clientid_c.firstChild.innerText = "Client";
if (isRequired)
{
crmForm.SetFieldReqLevel("nzi_clientid", 1)
}
else
{
crmForm.SetFieldReqLevel("nzi_clientid", 0)
}
Monday, 18 February 2008
Reassign a primary entity also reassigns activities.
Hi all,
I have found a little annoying feature on CRM 4.0 (also in CRM3.0) that reassigns all the activities attached to an entity when the entity is reassigned. Now this may not normally be a problem, but consider the following example.
We have three users called Account Manager1, Account Manager2 and Office Admin. Account Manager1 manages an account Account1 and creates a task for Office Admin to do something (e.g. update address details). This task sets the regarding object to be Account1 and the owner to be Office Admin. Now let us assume this Account1 is now reassigned to Account Manager2 by reassigning the account to Account Manager2. Ok, simple stuff so far.
The problem is now that not only does the Account1 get assigned to Account Manager2, but so does this task assigned to Office Admin without any regard for its original owner. This also goes for ALL other activities against Account1, it doesn't matter who the activities were assigned too initially (i.e. the account owner or someone esle), they all get reassigned automatically in a "don't care" fashion.
In this example we do not want the Task assigned to the Office Admin to be reassigned when the parent account gets reassigned.
It seems that the relationship between an activity and its parent entity is parental by default for ALL activities. This can be changed by setting the relationship between the entity and the activity (Account and Taks in this case) to "Configurable Cascading" and setting the drop down for "Assigned" to the required Cascading level.
The main annoyance comes in the fact that it has to be changed for every entity-activity relationship. So assume the basic entities (Account, Contact etc) multiplied by the 8 different types of activities (Task, PhoneCall etc). This means that for a standard project I need to potentially go and change more than 100 relationships (depending on your project usage) to the cascading level required.
I have not found an easier way to do this yet, but will post any updates when I find them
Bossie
I have found a little annoying feature on CRM 4.0 (also in CRM3.0) that reassigns all the activities attached to an entity when the entity is reassigned. Now this may not normally be a problem, but consider the following example.
We have three users called Account Manager1, Account Manager2 and Office Admin. Account Manager1 manages an account Account1 and creates a task for Office Admin to do something (e.g. update address details). This task sets the regarding object to be Account1 and the owner to be Office Admin. Now let us assume this Account1 is now reassigned to Account Manager2 by reassigning the account to Account Manager2. Ok, simple stuff so far.
The problem is now that not only does the Account1 get assigned to Account Manager2, but so does this task assigned to Office Admin without any regard for its original owner. This also goes for ALL other activities against Account1, it doesn't matter who the activities were assigned too initially (i.e. the account owner or someone esle), they all get reassigned automatically in a "don't care" fashion.
In this example we do not want the Task assigned to the Office Admin to be reassigned when the parent account gets reassigned.
It seems that the relationship between an activity and its parent entity is parental by default for ALL activities. This can be changed by setting the relationship between the entity and the activity (Account and Taks in this case) to "Configurable Cascading" and setting the drop down for "Assigned" to the required Cascading level.
The main annoyance comes in the fact that it has to be changed for every entity-activity relationship. So assume the basic entities (Account, Contact etc) multiplied by the 8 different types of activities (Task, PhoneCall etc). This means that for a standard project I need to potentially go and change more than 100 relationships (depending on your project usage) to the cascading level required.
I have not found an easier way to do this yet, but will post any updates when I find them
Bossie
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