I am quite new to Dynamics 365 world so please don't be harsh. I have been asked to rearrange the order of the Related - Common options and bring the Connections option to the top just below the documents.
I have gone to customize the solution->main form-> selected Relationships and moved it underneath documents-> save->publish customizations. But when I refresh the page nothing changes and still show the Connections option at bottom of the list.
Check if you are editing the left navigation of the same form in form editor what you are looking at from UI.
Many times, UCI app will be having a form added as asset/artifact (lets say "Information Form") and we may be editing the different form (for ex. "Sales Form") and publishing. Make sure this is not the case.
Related
I'm using REDMINE.
I have a list of projects on the screen.
Is it possible to add details of the ticket content to this screen?
I'd like to look over the screen at once instead of clicking with the mouse, how do I do that?
Also, if you have any plugins or useful tips and so on, please let me know.
Tamazawa, I believe you might be referring to "My Page" of Redmine where you could use widgets to decide what you see on that dashboard - keep in mind that such dashboard s project independent, so it can display issues from many projects that you are a member of on 1 screen.
For instance from My Page, you should be able to select an "Issues" widget to Add and set it up to pull a list of items to display using a saved custom query.
That should give you a snapshot of tasks at hand, without the need to click around the screen too much.
You may need to set up your saved query such that:
Description and / or
Last notes
are checked (if you want to see issues at a glance, without the need to open each one separately).
Alternatively, you can skip that "My Page" idea altogether, if you're ok with just opening a saved query with Description and / or Last notes selected.
I need to customize the Prospect Form in such way that the fields from subtabs like (Relationship-Contact are sitting on the main tab). We need to use this form and add fields in a sequential order. Also I need some of those fields to fill in customer form once prospect is converted. I have been using Netsuite only a few weeks but have used other systems where I could customize fields from related tables with a drag and drop functionality.Is there such a thing in Netsuite?
Thank you
Prospects and Customers are just stages of the same underlying record. Information you fill in for a prospect will still be there if the prospect converts to a customer.
As far as entry forms go the Netsuite help is not bad in this area. See https://system.na1.netsuite.com/app/help/helpcenter.nl?fid=section_N2853340.html for how to start to customize your entry forms. In particular check the section called "Moving Fields and Lists between Subtabs"
You can't control sequential data entry without a client script or possibly a workflow but the help link above will get you started on putting the fields in the logical entry order.
While in your prospect form that you want to update select 'Customize' from the top right. Then 'Customize Form'.
You'll see a button at the top called "Move elements between subtabs". Use this to move items around. After you move them you may want to go to the "Screen Fields" sub tab under the "Main" section and adjust the positioning of all the fields on your main form because when you move items between tabs they don't necessarily fall where you want them to.
As far as your fields flowing to the Customer, they will flow just fine because as someone else mentioned, a prospect record is an entity record (like customer and lead) so the record is promoted from lead to prospect then finally customer.
I agree with the other answer, get used to NetSuite help. I make a shortcut to Suite Answers, Schema Browser, SuiteScript API and SuiteScript Examples for quick reference. The NetSuite videos aren't too bad either worth looking at.
To move standard 'Lists' like Relationships, Contacts, Transactions etc this is also on the Move Entry Form Elements, look for the Lists subtab, next to Fields.
I am developing a website lets say a vehicle related site in which we have 3 vehicles
Bicycle
Moterbikes
Cars
On the home page I am displaying one item each (Bicycle, Moterbike, Car). In sitecore I need to use personalization in such a manner if user visited our site previously and he navigated on Bicycles section most, it means user is interested in Bicycles and if he is a anonymous user and if he come to our website again I need to show 3 Bicycles (instead of 1 Bicycle 1 Motorbike and 1 Car) on the home page.
What should I need to do in Sitecore DMS?
Kind Regards,
AP
You can 'personalize' a rendering in the presentation details. Then, using rules you can select whatever rules you want to apply. This then is a condition and you can change the content that needs to be shown.
Example:
In this small default example you see the default situation below, and above it a new condition that shows different content if the rule condition is met. I just selected a default rule, you should probably create one to match your own requirements.
You can find this screen by going to your presentation details, selecting a rendering and clicking 'Personalize' on the right.
or using the Page Editor by selecting a component and clicking 'Personalize component'.
Hope this helps!
As you move into future phases of personalization too you can leverage predictive personalization to continue to tailor the content to that particular user in real-time. If you were to create pattern cards for each of the vehicle types, the visitor would be matched to in real-time to a pattern card and shown the content that's related to that pattern. For example, if a user clicks through a number of bicycle pages and then starts exploring cars the content will update to show more car-related content. This content will continue to shift as the visitor explore more on the site.
I have a few fields that I don't want to appear in the report. Is there a way to hide them completely (not even show the column header for these fields)?
I tried to create my own ISaveAction with the intent to filter out those fields before they get saved to the DB, but even if they don't appear in the AdaptedResultList that is sent to the DataManager.InsertForm the columns associated to these fields still appear in the reports.
Out of the box functionality, the answer is that if you mean one of the reports in the Form Reports area of WFFM, you most likely can, depending on the report. If you mean one of the reports that you can see a "Design" button on top when you view it, then you know that it's using the report that is configured in one of the .mrt files in your website directory in this path:
Website\sitecore modules\Shell\Web Forms for Marketers\Reports
Editing one of the reports by hitting the Design button will open up the Stimulsoft designer that is built in to Sitecore and you can make changes. You can also download one of the trial clients from the Stimulsoft website and open the .mrt files directly and edit them that way (the interface is WAY nicer than the built in Sitecore one).
A word of caution, however, BACK UP THE FILE FIRST!!! The Stimulsoft interface is picky and easy to break and it's got a learning curve. Once you figure out the basics though, removing a field is cake.
I am building a web app that allows our field staff to create appointments. This involves creating a record that contains many foreign keys, of which some come from very large tables. For example, the staff will need to select one of potentially thousands of customers.
What's the best way of doing this in Django?
A pop-up box that allows the users to search for customers, gives them the results, the user selects the results, then fills out the main appointment form and then
disappears?
Changing the appointments form to a customer selection page that
then reloads the appointments page with the data in a hidden form? Or
holding the data in some session variables?
Some from of Ajax approach.
A wizard where the flow is: a customer search page, a list of results and they select from results, then a search page for the next option (for example product selection), etc etc
(I'd like to keep it as simple as possible. This is my first Django
project and my first web project for more years than I care to
remember)
ALJ
Imho you should consider some kind of autocomplete fields. I think this results in the best usability for the user. Unfortunately, this always involves Ajax. But if you think that all users have JS turned on this is no problem.
E.g.
django-autocomplete
or what is probably more powerful:
django-ajax-selects
If you do the wizard approach, it will take longer for the user to accomplish the task and makes it harder to change selections.
Edit:
Well with django-ajax-selects you can define how the results should look like. So you can e.g. add the address behind the name.
Quote:
Custom search channels can be written when you need to do a more complex search, check the user's permissions, format the results differently or customize the sort order of the results.
I have done this before by integrating a jQuery autocomplete plugin. But, seeing as this is your first project and your desire to keep it simple, I suppose you could go with the session data option. For instance, you could show a search page where users could search for and select a customer. You could then store the, say, ID of the selected customer object as session data, and use it to pre-populate the corresponding field in the form when displaying the form. That's what I think offhand.