Recent List: Difference between revisions

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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

Revision as of 11:47, 27 May 2013

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 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