Adding an associated view button in Unified Service Desk

If you have used the Unified Service Desk you will know that the navigation is different, you do not have access to the standard navigation bar, if you want to access an associated view then you need to add a button or a sub grid to the form. This is not a simple process if you have tried! So I have documented the steps to achieve this. In my example I am adding Connection to my contact form tool bar.

To enable this change you will need to create:

  • A new Hosted Control
  • A new Action Call
  • A new Button
  • A new Button Action

Once you have completed the following steps the outcome will be:

End outcome

The steps to create this:

  1. Open up your CRM via the browser and navigate to the Contact form or form that you will be adding the new associated view to
  2. Open the associated view
  3. Press F12 or select Developer tools in the browser settings
  4. Search for the name of the associated view in my case Connnections
  5. Find the following line and copy the URL, you will need it later.Developer tools
  6. Now Navigate to Settings->Unified Service Desk
  7. Select Hosted Control
  8. Create a new Hosted Control of type CRM Page for the associated view as below
  9. 1 - Hosted control
  10. Now navigate to the UII Actions associated view of the new Hosted Control
  11. Open the Navigate record
  12. Select the Action call associated view and create a new record
  13. Select the Hosted Control and Action Navigate and copy and paste the URL from step 5 into the data section as below.3 - create new action call and paste in url details
  14. The final step is to add a button to the form
  15. Navigate back to Settings->Unified Service Desk
  16. Click on Toolbars
  17. In my case I will open the Contact Navigation Toolbar4 - Toolbars select appropriate one
  18. Click into buttons and create a new button, as below
  19. Now add the action call that you created in step 12 to the button5 - Create new button control and link action call just created to it
  20. Save and you have completed the steps.
  21. Open Unified Service desk and you should now see the new button

 

 

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s