I have custom dashboards I would like to use the Open-With functionality to launch the CRM Call Log form. However, this table has a concatenated key fields, not a single column something like [CRMCall.Call_ID] that can be used in Context Menu Maintenance. Ideas how to make this work?
Assuming your using a BAQ… you could try in the BAQ editor:
- Split the data into its own column
- use the Field attribute editor and add the appropriate “Like” type (I don’t know that that if for CRM call but you can get it by interrogating the field in a base screen by using the “Field Help” and going to technical detail)
Thought of another way that may work though it will take a bit of coding. This is possible when using buttons so there is a good change its possible using the context menu. The best way to think of it is that you have to throw the data from your row and catch it in a custom screen modification and process it as you want.
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Create a new Context Menu Maintenance call it CRM.Concat
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Add a new “Context Menu Item”. For the Process ID enter in a menu id of the CRMCall screen with a Customisation on it (Bare with me here)
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in the BAQ editor for that field set its like type as CRM.Concat
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On you screen mod add a new event for FORM_LOAD
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you will want to add some code like this to do what you want. The data will be in the LaucnhFormOptions, use Visual Studio to find out where.
private void _Load(object sender, EventArgs args)
{
// Add Event Handler Code
if(Form.LaunchFormOptions != null)
{
//object ctxValue = QuoteForm.LaunchFormOptions.ContextValue;
//object ctxValue = QuoteForm.LaunchFormOptions.ValueIn;
//do what you need to here
// May need to set the LaunchForm Options to null to try and stop the E10 application processing the call as std.
}
}