This project is read-only.

As CRM consultants sometimes we get requirements for visually appealing representation of data in CRM Grids. Like sometimes we have to cater to requirements like “High” Priority cases should appear in “Red” color, or something like high gross revenue opportunities should appear highlighted in the Grid.

These requirements can be handled in Outlook as CRM provides conditional formatting in Outlook Grids. But, a majority of these requirements come for a connected system point of view. Like a Sale Screen or a Case grid which refreshes each time an agent resolves a case.

All this can be achieved with a few clicks. The below steps show you how to download the configure the solution for your respective entity grids.

 

Step 1 : Go to Downloads section and download the solution .zip file. 

Step 2: Import the solution. After this you would notice that an Action for "Conditional Formating" would be present as a part of the imported solution.

 Step 3: Now here, in this action, you would notice that there is Input Parameter as “EntityName” and type as “String” and an Output Parameter as “OutputConfig” also of type as “String”. 

Action_2

 

Action_3

Step 4: Now, we need to define the custom logic for coloring the grid here.

So, the logic here is based on the “EntityName” passed from the code, the corresponding color format would be provided by the action.

For. eg. for case entity, the formatting should be based on the case “Priority”.

So, if Priority = High, then “red” color, if Priority = Normal, then “green” color and if Priority = Low, then “orange” color.

I have added a check condition on EntityName = “incident”, then the respective format is given as output in the “OutputConfig” output parameter. You can add the condition as below:

Action_4

Here, the value assigned in this case for “OutputConfig” is “Priority|High=red,Low=orange,Normal=green”.

Please follow the same format while assigning values to the output parameter as the script works on the same logic.

Step 5: Now, Save and Activate/Publish the “Action”.

Step 6: As a part of the managed solution, a javascript webresource “new_/Scripts/CondFormat.js” would also be imported. Here you would have to change the XRMService URL based on your organization implementation.

Step 7: Once the action is activated, you can view the difference in the Case grid. For IE, sometimes we need to refresh the grid twice so that the changes take effect.

In future if you want to provide conditional formatting for other entity grids, then all that you have to do in add more conditions in the Action created above and provide the respective color formatting for output.

So, go ahead and enjoy with an intuitively colored screen!

Last edited Dec 19, 2014 at 7:51 AM by bohnnie, version 3