在帐户历史记录中编辑过滤条件?
我正在使用微软Dynamics 4.0。我想知道如何向“帐户”>“过滤器”选项添加属性历史。我不想按多久前排序,而是按任务类型排序,例如电子邮件、电话、传真、服务......等等。这可能吗?如果是这样,我将如何实施此更改?
I’m using Microsoft Dynamics 4.0. I would like to know how to add attributes to the filter option in Accounts > History. Instead of sorting by how long ago, I would like to sort by what type of task it was, Such as email, phone call, fax, service ..etc.. Is this possible? If so how would I go about implementing this change?
如果你对这篇内容有疑问,欢迎到本站社区发帖提问 参与讨论,获取更多帮助,或者扫码二维码加入 Web 技术交流群。
绑定邮箱获取回复消息
由于您还没有绑定你的真实邮箱,如果其他用户或者作者回复了您的评论,将不能在第一时间通知您!
发布评论
评论(2)
您可以编辑已关闭活动关联视图。它是活动实体的一部分。 ID 应该是固定的并且可以从以下位置访问:
来自http ://server:port/orgName/tools/vieweditor/viewManager.aspx?id=%7b21E2B905-6FDB-470D-8517-AD69B4C01268%7d&entityId={C821CD41-F315-43D1-8FA6-82787B6F06E7}> ;
不过,您需要在进行更改后发布活动实体。请注意,这会更改与活动相关的每个实体的历史记录。
You can edit the Closed Activity Associated View. It is a part of the Activity entity. The ID should be fixed and accessible from:
From http://server:port/orgName/tools/vieweditor/viewManager.aspx?id=%7b21E2B905-6FDB-470D-8517-AD69B4C01268%7d&entityId={C821CD41-F315-43D1-8FA6-82787B6F06E7}>
Though, you'll need to publish the activity entity after making changes. Note that this changes History for EVERY ENTITY related to activities.
您可以从活动的自定义屏幕编辑“已关闭活动关联视图”,然后按活动类型排序 - 还可以添加字段等。
You can edit the 'Closed Activity Associated View' from the customization screen for Activity, then sort by Activity Type - also add fields, etc.