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:

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.
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. 
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.
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 Toolbar
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 button
20. Save and you have completed the steps.
21. Open Unified Service desk and you should now see the new button

 

 

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