Recent List: Difference between revisions
From Sage CRM Knowledge Base
Created page with "Ref: https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/08/29/recent-list-customisation.aspx For primary custom entities you must create a t..." |
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to define what field is displayed in the recentlist otherwise you just get the id displayed. | to define what field is displayed in the recentlist otherwise you just get the id displayed. | ||
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To add primary custom entities to the recent list you call | |||
CRM.SetContext(EntityName, EntityId); | |||
*This does not work for primary entities and only for new custom primary entities | |||
Typically you would call this from a summary screen (the entity wizard also generates this) | |||
Latest revision as of 11:48, 27 May 2013
For primary custom entities you must create a translation
Caption Code: NameColumn Caption Family: your_entity_name Caption Family Type: Tags US Translation: your_field_name
to define what field is displayed in the recentlist otherwise you just get the id displayed.
To add primary custom entities to the recent list you call
CRM.SetContext(EntityName, EntityId);
- This does not work for primary entities and only for new custom primary entities
Typically you would call this from a summary screen (the entity wizard also generates this)
