2013 in review

The WordPress.com stats helper monkeys prepared a 2013 annual report for this blog.

Here’s an excerpt:

The concert hall at the Sydney Opera House holds 2,700 people. This blog was viewed about 27,000 times in 2013. If it were a concert at Sydney Opera House, it would take about 10 sold-out performances for that many people to see it.

Click here to see the complete report.

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Create a Gantt Chart in MS CRM

Great post on creating a gnatt chart using standard CRM bar charts and a little xml update.

crm chart guy

Until recently I thought that Gantt charts couldn’t be done in MS Dynamics CRM without turning to some serious development, which I found unfortunate because this is a popular type of chart and users find them easy to read. Turns out you can, and it’s not that difficult to create a simple Gantt Chart in MS CRM.

EDIT regarding CRM2011: This post relies on changing the aggregate of a date field to “min”, which seems to be exclusive for CRM2013. CRM2011 will give you an import error when you make that change to the xml. However, a reader has been kind enough to send me the details of how make it work for CRM2011. In the fetchxml you will need to remove the aggregate=”min” from each of the attributes, and also remove the groupby=”true” along with its corresponding alias in the categorycollection. Thank you Nils for sharing.

In this…

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Enabling Quick Create forms for Sub-grids – reduce key clicks

Problem Statement

I have an entity that has an associated sub-grid, the user always has to create a new record in the sub-grid each time, how can I utilise the quick create form? In my example lets say I have a projects entity and a milestone entity. New milestones are created for each project and existing milestones should not be selected.

Overview of problem

Have you ever noticed that when you click the ‘+’ symbol on a sub-grid, the inline editor is enabled for a lookup, you can then search by typing a value in or by clicking the “magnifying glass”, now if you want to create a new record you have to first search and then click the new button that opens a new window. So to create my new milestone it would take at least 3 clicks.

Image

What I want to happen is that I select the ‘+’ and the quick create form is displayed immediately. So how do I enable this?

Solution

Steps to enforce the quick create form to be displayed:

  1. Enable Quick Create on the selected entity, in this case MilestoneSUBGRIDCREATE2
  2. Create a new Quick Create Form from the Forms, new menuSUBGRIDCREATE3
  3. Ensure to add the Projects Lookup in this case on to the form
  4. Now for the trick to ensure that on selecting of the ‘+’ the quick create form is displayed, make the Projects entity requiredSUBGRIDCREATE4
  5. Publish the change
  6. Now when I select the ‘+’ button the quick create form is displayed.SUBGRIDCREATE5
  7. Note 1: If had not had a quick create form then the selection of the ‘+’ would open a new window for my new milestone.
  8. Note 2: If I did not have a quick create form and I had not made the field required then the selection of the ‘new’ button in the lookup would of opened the quick create form – so 3 clicks to get to the same place

I hope this has saved you some clicks!