Category: CRM 2013

Hi,

Recently we had a requirement to search based on a particular attribute within the lookup view. The initial thought was to add a Find Columns to the lookup view. But then realized we do not have option of adding Find Columns to the lookup view.

The next thought was if I add that particular field to the list of Find Columns in Quick Find view will it work in Lookup View also? And it worked, basically adding any fields in the Find Column will make it Searchable.

The search works properly in the Lookup View as well as Lookup Inline View.

Hope it helps..

Hi,

Sharing a sample report which shows the usage of Multi Value parameter in filter.

Replace the Condition generated in the Fetch xml query using Advanced Find

As following

Create another DataSet to provide value for @gendercodevalue parameter.

Set @gendercodevalue parameter as following ( internal – if we do not want user to select or specify value for it in report)

Preview:

Hope it helps..

Hi,

Recently had a requirement to show\hide a ribbon button based on the condition i.e. if a user has Write access to that record show it else hide it.

Here either the user can have Write access to the record through the one of the security roles assigned to him or through the team which has that rights.

In this case we can use RetrievePrincipalAccessRequest which returns as response all the right user had on that particular record either through his own security roles or teams he is part of.

For e.g. we give following rights on a particular record to a team (which the user is part of)

If we check the rights user has on the record using RetrievePrincipalAccessRequest we get the following response (combination of all the rights either through sharing or his own security roles)

[

RetrievePrincipalAccessRequest request = new RetrievePrincipalAccessRequest();

// system user or team
request.Principal = new EntityReference("systemuser", new Guid("EBEECB5F-2D60-E511-80F8-3863BB357FC0"));

// record for which we want to check the access
request.Target = new EntityReference("is_productionsite", new Guid("15734DF9-31DD-E511-810E-3863BB353ED0"));

RetrievePrincipalAccessResponse resp = (RetrievePrincipalAccessResponse)orgService.Execute(request);

 

Hope it helps.