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Bronze Super Contributor
Posts: 204
Registered: ‎03-10-2009

Customizing the Activity Detail screen

Here is a video that might help when trying to customize the Activity Detail page.

 

http://tsocrm.blogspot.com/2011/03/customizing-activity-detail-page-in.html


Sr. Sales Engineer
Gene Arnold
Copper Elite Contributor
Posts: 39
Registered: ‎07-13-2010

Re: Customizing the Activity Detail screen

Very nice video.

However, when adding a new field to the activity table (and updating the activty entity with this field), I am not able to save a new activity object via the "Save"-Business Rule as soon as the new field has a value. If the new field is not touched, saving works fine.

I get the message "Unknown or internal error".

I tested with a standard ID field and a string field, they both behaved the same way.

It's Version 7.54.

Does anybody have a hint what I am doing wrong?

 

Silver Contributor
Posts: 835
Registered: ‎03-24-2009

Re: Customizing the Activity Detail screen

Just added a field to Activity and History (and another 14 tables, it's an SBU differentiator). There were 8 Activity forms.....3 or 4 of which were detail screens.....don't forget the .resx resource files.....

 

Any field added to activity should be added exactly the same to History.

RJ Samp
Copper Elite Contributor
Posts: 39
Registered: ‎07-13-2010

Re: Customizing the Activity Detail screen

[ Edited ]

I have already added my custom field to activity and history table.

The problem exists when I try to save a new activity object and the custom field is filled.

No difference if I save via the activty detail page or coding.

Are there any other tables the custom field has to be added to?

Loyal Listener
Posts: 19
Registered: ‎07-05-2010

Re: Customizing the Activity Detail screen

If you add a field via architect into a table and use a web installation you have to update the entity in the application architect and build. Other update steps are not nececarry.

You can check it if you select the new field in a quick form in the Data Binding.

Copper Elite Contributor
Posts: 39
Registered: ‎07-13-2010

Re: Customizing the Activity Detail screen

I have also updated the properties in the AA.

When I create a new activity object, it has the new property.

The only thing is, that saving the new object fails with "internal or unknown error".

 

Loyal Listener
Posts: 19
Registered: ‎07-05-2010

Re: Customizing the Activity Detail screen

[ Edited ]

Did you already try deleting the build output directory and slxclient directory in wwwroot and rebuild and doploy?

Copper Elite Contributor
Posts: 39
Registered: ‎07-13-2010

Re: Customizing the Activity Detail screen

Deleting the Build Directory and the wwwroot solved my issue. Thanks a lot.

Copper Elite Contributor
Posts: 39
Registered: ‎07-13-2010

Re: Customizing the Activity Detail screen

[ Edited ]

I added my custom entity to the activity properties in order to link an activitiy with this new entity.

 

Now I wanted to show all activities linked to the custom entity in the activity tab of the custom entity.

I added the custom smart part "Activity\ActivityList" to the page of the custom entity.

In "ActivityList", I change the function "GetKeyId":

  

private static String GetKeyId(String entityName)

    {

       

string keyId = "AccountId";

       

switch (entityName)

        {

    case "Contact":

                keyId = "ContactId";

               break;         

    case "Opportunity":

                keyId = "OpportunityId";

      break;

    case "Ticket":

                keyId = "TicketId";

      break;

          case "Lead":

                keyId = "LeadId";               

      break;          

    // custom entity

     case "CustomEntity":

                keyId = "CustomEntityId";

               break;

        }

       

   return keyId;

 }

 

Now, the linked activities are shown in the respective tab.

Silver Contributor
Posts: 835
Registered: ‎03-24-2009

Re: Customizing the Activity Detail screen

Cool stuff, thanks! When I saw CONTACTID in your code I was hoping that you were storing a list of Contact's who attended the meeting\phone conference\webinar.....Smiley Happy

RJ Samp