- question about customization of crm
- Posted by xdespont@gmail.com on May 15th, 2008
Hello
I would like to know if it's possible to add a count field (field of
counting ??) on customizable entity. When I go to personnalization /
contact / attribute / New, i can choose some types (nvarchar,
picklist, money, ....) with format for some of them. But i would like
that field was the result of content of another field (by instance)
*12 or result of content of database * 12. ...
Is a way to do this ?
moreover, when i upload a xml word document to mailshot, i can choose
maximum of 62 data fields (among of customizable fields). Can we
increase this maximum ?
Thanks
Best regards
- Posted by Furnica on May 15th, 2008
Hi,
I understand you need a calculated field, based on other field(s) values.
Personnally, the only solution I see is this one:
1. define your field as integer or float or money, whatever is suitable to
hold the result of the calculation;
2. compute the value on the OnChange event of the field(s) involved in the
formula.
I work this way and I have no problems.
Regards,
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"xdespont@gmail.com" wrote:
- Posted by Robert Rybaric on May 15th, 2008
Some other options:
1. Using workflow (only in MS CRM 4.0 possible, as in 3.0 no onchange-based
workflow exists)
2. Server-side calculation (PlugIn in MS CRM 4.0 or CallOut in MS CRM 3.0)
Both solutions show the actual values a little bit delayed, not instantly on
the form.
Regards,
Robert
"Furnica" wrote:
- Posted by Sixty4 on May 15th, 2008
You could also create a report that does it, display the report in the
form under its own area, hide the fact its a report. I am doing
something for this for Account Lifetime Opportunity figures. Managers
love it. See.
http://blogs.msdn.com/crm/archive/20...sv-config.aspx