Recently I was asked if it is possible to restrict a Search Select Advanced field based on criteria that may change client-side. The answer was no, it's not possible through standard customization. However it's not impossible... I want to be very upfront about this blog post: it is about an un...

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This is a simple real world example. There was a customer need to set a field values based on value of another field on the opportunity screen. The screens had been customized. The oppo_forecast and oppo_certainty fields were removed from the opportunitystatusbox and oppo_certainty was added to the opportunitydetailbox...

Previously I blogged about using AJAX in CRM Customisations. I found a bit of a gotchya that can cause data-loss. Please read this article for a description of this problem and how to avoid it. CRM keeps track of which records are being edited by maintaining user locks in the Locks table. Before allowing...

In this post I will be exploring the possibilities of combining the CRM.AddContent method and some javascript data transmission techniques. Previously I've blogged about using AJAX to access server-side objects in client-side scripts. AJAX is great for sending information back and forth from the...

I have previously provided an example of a function that may be used in a search screen to test whether the page contained a List or a Grid. You can see this in the article " Clientside control of fields in Search screens including detection of grids and lists ". This is only part of a short...

This is a sample include file that enables the easy control of lists in clientside code. Example usage <script src=" http://myserver/crmsp1/custompages/listrules.js "> </script> <script> window.attachEvent("onload", formatGrid); function formatGrid() { var mygrid...

This tip is a modified product of a conversation that took place between a couple of my colleagues in the UK and US. The need was to find a technique that would allow the easy clientside control of fields with the search screens. It had to be clientside because the technique was needed for the hosted...

This article shows how to add a button to an existing system screen that will call a report. For example if you look at the image of the OpportunitiesList screen below you can see that a button has been added that calls a popup window that displays a pdf report. You may think that since reports are a...

A while back I blogged about injecting scripts into system action screens that don't have custom content field. Well recently I had an epiphany about Translations and using them to embed scripts into screens where there is no custom content field. The technique described in this post is a lot easier...