Changes

Jump to navigation Jump to search
2,665 bytes added ,  15:04, 18 July 2019
Line 102: Line 102:  
To find out how to set up these two features, please check this webinar [https://www.youtube.com/watch?v=9vL4QRN_1dk section]. {{Badge|Webinar}}
 
To find out how to set up these two features, please check this webinar [https://www.youtube.com/watch?v=9vL4QRN_1dk section]. {{Badge|Webinar}}
    +
=== Use Note attachment as image in edit forms ===
 +
 +
You can add a picture to edit form exactly like to the view. For example, when you are editing a form for the Account entity, click '''Add Image''' and select '''FormNoteImage'''.
 +
 +
A new field called image1 is added to the form. You can rename it by editing the '''Binding''' field in the '''Properties''' pane (for example to ''Account Image''). To apply the change, just click the image field item.
 +
 +
By default, the Note where the edit form picture should be attached needs to have a subject name exactly “FormImage”. Again, this can be changed using styles. Click '''Edit Styles''', select '''FormNoteImage''', then click on '''ImageQuery''' field to change the Subject name of the Note. You can also create more FormNoteImage styles and use different notes for different entities.
 +
 +
If you have multiple FormNoteImage styles, make sure that you set the correct style for the image1 item.
 +
 +
{{Note|If you set the same Note Subject for List and Form view, the image attached to a simple Note will be used for both, View and Form images.}}
 +
 +
=== EntityImage (Dynamics) ===
 +
 +
Microsoft Dynamics 2013 and later includes a special picture field, where you can store images of Accounts, Contacts, Leads, etc. If you use this kind of picture field, you can use it also on Mobile CRM application.
 +
 +
First, make sure that the field '''Entity Image''' is enabled for the entities where you want to use them. Select the entity from the '''Project''' menu, scroll to Entity Image and verify that the field is enabled.
 +
 +
Once you enable the Entity Image field, the default image set for the record will be automatically displayed on the Contact Information Form. No additional action is needed.
 +
 +
To add entity images to your view, edit the view, click '''Add Image''' and select '''ListEntityImage'''. The image is added to your view; adjust the size and position of your existing fields to avoid overlap. To preserve the default functionality, we recommend not to edit the ListEntityImage style. You need to save the changes and publish the customization (or proceed to setting up the edit form entity image).
 +
 +
To add entity images to your form, edit the form, click '''Add Image''' and select '''ListEntityImage'''. The image is added to your form. You can rename the image by editing the '''Binding''''''Bold text''' field in the '''Properties''' pane. To apply the change, you need to click on the image field item.
 +
 +
When changes are saved, the project needs to be published and synchronized with the Mobile CRM app. Entity images will appear on the view and on the edit form for those records that have an entity image.
    
[[Category:Woodford]]
 
[[Category:Woodford]]

Navigation menu