自定义表单助手中显示的关联记录 (MS CRM 4.0)
我最近定制了 MS CRM 4.0 的查找功能,使用类似于此处介绍的技术将联系人列表过滤为仅包含客户拥有的联系人:
http://advantageworks.blogspot.com/2008/02/pseudo-filtered-lookup-dialog-in.html
我的问题是,我可以将相同类型的逻辑应用到窗口内的“表单助手”窗格吗?我目前已禁用表单助手以防止混淆,但我也非常想过滤这些联系人。与查找弹出窗口相比,我更喜欢该数据的内联 AJAX 呈现方式,但我找不到任何有关该内容如何工作的信息。
以前有人这样做过吗?
提前致谢! 鲍勃
I've recently customized the lookup functionality of MS CRM 4.0 to filter a contact list to only those contacts owned by a client using techniques similar to the one presented here:
http://advantageworks.blogspot.com/2008/02/pseudo-filtered-lookup-dialog-in.html
My question is, can I apply the same type of logic to the Form Assistant pane within the window? I've currently disabled the form assistant to prevent confusion, but I'd very much like to filter those contacts as well. I like the inline AJAX presentation of that data more than the lookup pop-up window, but I can't find any information on how that thing is working.
Anyone out there done this before?
Thanks in advance!
Bob
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据我所做的研究可知,以这种方式自定义 MS CRM 4.0 中的“表单助手”窗格根本不可能。在我们需要这种自定义的情况下,我们选择隐藏表单助手以防止最终用户混淆。
嘘女士。
嘘。
As far as I can tell from the research I've done - customization of the Form Assistant pane in MS CRM 4.0 in this manner simply is not possible. In those cases where we required this customization we opted to hide the Form Assistant to prevent end-user confusion.
Boo MS.
Boo.