是否可以自定义 CRM 2011(在线)实体视图?
CRM 2011 在线。我需要对实体视图中出现的条目进行颜色编码。实体 A 的表单上有一个字段,用于查找实体 B。实体 B 具有 > 。为其定义了 1 个视图。表单 A 上的查找字段定义按下查找按钮时出现的实体 B 的视图。有人问我,显示的视图是否可以显示记录,以便根据视图的列值对条目进行颜色编码,例如,如果视图中的记录的特定列的值为 X,则显示该记录绿色背景,否则以红色显示。相关视图是“公共”视图,不受管理且可自定义。
实际上我要问的是是否可以以某种方式操纵该视图的显示?如果没有,是否有唯一的其他选项可以覆盖实体 A 表单上的查找单击并显示我自己的自定义视图窗口?
我在搜索中发现的是 this 这似乎表明我可以导出视图并操作 XML 以合并某种条件格式。然而,它告诉我的是该值是一个字符串。有人有那里的经验吗?
CRM 2011 online. I have a requirement to color code entries that appear in an entity view. On a form for entity A is a field that is a lookup to entity B. Entity B has > 1 views defined for it. The lookup field on form A defines what view of entity B appears when the lookup button is pressed. I have been asked if the view that appears can show the records such that the entries are color coded based on a column value of the view e.g. if a record in the view has a value of X for a particular column, show that record with a green background, else show with a red. The view in question is a "public" view and is unmanaged and customizable.
In effect what I am asking is if it's possible to manipulate the display of that view somehow? If not, is the only other option to override the clicking of the lookup on the form for entity A and display my own custom view window?
What I have found in my searching is this which seems to suggest that I can export a view and manipulate the XML to incorporate some kind of conditional formatting. However, all it tells me is that the value is a string. Anyone have any experience there?
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如果您的解决方案中包含非托管代码,您的处境将会变得更加困难。
话虽如此,您可以在 iFrame 或 Silverlight 控件中轻松完成此类操作。
快速谷歌带来了一些 示例如何做到这一点。
You are going to make it harder on yourself by having unmanaged code in your solution.
That being said, you can easily do this sort of thing in an iFrame or Silverlight control.
A quick google brought up some examples on how to do this.