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自定义在窗体助手（MS CRM 4.0）中显示的关联记录

[英]Customizing Associated Records displayed in the Form Assistant (MS CRM 4.0)

原文 2010-06-14 19:26:12 9 1 dynamics-crm/ dynamics-crm-4

I've recently customized the lookup functionality of MS CRM 4.0 to filter a contact list to only those contacts owned by a client using techniques similar to the one presented here: 我最近自定义了MS CRM 4.0的查找功能，以使用类似于此处介绍的技术，将联系人列表筛选为仅由客户拥有的那些联系人：

http://advantageworks.blogspot.com/2008/02/pseudo-filtered-lookup-dialog-in.html http://advantageworks.blogspot.com/2008/02/pseudo-filtered-lookup-dialog-in.html

My question is, can I apply the same type of logic to the Form Assistant pane within the window? 我的问题是，可以在窗口内的“表单助手”窗格中应用相同类型的逻辑吗？ I've currently disabled the form assistant to prevent confusion, but I'd very much like to filter those contacts as well. 我目前已禁用表单助手以防止混淆，但我也非常想过滤这些联系人。 I like the inline AJAX presentation of that data more than the lookup pop-up window, but I can't find any information on how that thing is working. 我比查找弹出窗口更喜欢该数据的内联AJAX表示，但是我找不到有关该东西如何工作的任何信息。

Anyone out there done this before? 有人在那里做过吗？

Thanks in advance! 提前致谢！ Bob 鲍勃

1 个解决方案

As far as I can tell from the research I've done - customization of the Form Assistant pane in MS CRM 4.0 in this manner simply is not possible. 据我所完成的研究所知，以这种方式自定义MS CRM 4.0中的Form Assistant窗格是不可能的。 In those cases where we required this customization we opted to hide the Form Assistant to prevent end-user confusion. 在那些需要进行自定义的情况下，我们选择隐藏Form Assistant，以防止最终用户感到困惑。

Boo MS. 嘘MS。

Boo. 嘘