I'm trying to add an iframe into the form for viewing accounts that will display all the invoices that are connected to that account. I've read this MSDN page about accessing specific forms through a URL, which I can achieve, but copying the URL generated into an iframe I have created on my form produces an error message.
I'd like to know whether what I'm trying to accomplish is possible and if so, how I should format the URL so that only the invoices connected to the user account being opened will be displayed. I'll add more details later if I can.
I think what you actually want to do is add a sub-grid. This is different from an iFrame, an iFrame generally contains web resources, or links to pages on the web. A sub-grid specifically exists to show related records - e.g. to show the left hand relationships links on the body of the form.
I think this article should show you what to do.
Edit - based on Jacks comment:
So Crm can't handle this situation quite so easily with out of the box features. But you do have a couple of options. I dont think any of these are perfect solutions, so I'll let you choose.
A sub-grid effectively just runs some FetchXml, you can change this FetchXml with JavaScript, so you could alter the view to return the records not directly related. Green Bible has an example, though this doesnt look like its supported.
Use a report in an iFrame.
Use a plugin, I havnt done this myself, but a colleague told me it was possible to stick a plugin on the retrieve message and basically change the query or results which is used by the view.
Create a second relationship between the invoice and the account. Then whenever you link an invoice to an account, also populate this new relationship (a workflow will do) with the account, and whenever an invoice linked to a contact is created, populate the new relationship with the parent account of the contact (again a workflow will do). Then just base your sub-grid on this new relationship. This approach isnt the cleanest but its probably the quickest and easiest to implement.
Related
I want to create a rest end point but I am not sure what is right way. For example I want to expose endpoint to create account but there are multiple account type like:
Normal account with property name, description, and current balance
Credit Card account with property name, description, current balance, grace period, billing date and current outstanding. Now the confusion is, Shall I create two endpoint for each of account type? or Shall I create single end point with all the property.
Shall I create two endpoint for each of account type? or Shall I create single end point with all the property.
How would you do it on a web site?
You might have a single create-account form; you collect the information that you need from the visitor, the form is submitted to the server, and the server looks at the form details to determine what kind of account to create. Create the account, and send back a response to the browser announcing where the web page describing the account is. And that's fine.
You might do the same thing with multiple forms; through a series of links you guide the visitor to the form that best fits their circumstances, and then the remaining work is the same as above - the form is submitted, the server looks at the form details to determine the account to create, the account is created, the server sends back a response to the browser announcing where the web page describing the account is. And that's also fine.
You could do the same thing with multiple forms, but have each of the forms submit using a different target URI; you could even have each form submitted to a different host! Again, the actions taken by the host receiving the form are the same - do the work, return the result announcing where the new web page is.
Thw browser doesn't care, it's just collecting form inputs using standardized form processing rules, and then submit the result using the meta data in the form.
You'll want different code responsible for creating each of the different kinds of accounts (the "separation of concerns" idea), but it doesn't much matter if the routing of the request to that code is done purely mechanically (because you are using different URI) or "by hand".
I've been trying to find a way to store a piece of data relative to a customer in my store. Ideally I was hoping to be able to create a Metafield that would store a single numerical value and be retrievable by the customer's id or email.
Any thoughts or suggestions would be really appreciated. Ideally I'd like to be able to handle everything in the liquid layer by editing the html and css of the store directly. A custom app with API integration is another option but less desirable as it doesn't seem necessary and would appear to be a lot more work.
EDIT: Tried piggybacking the order (thinking orders are unique to users) but it doesn't appear that the order object is created until the checkout is complete so that isn't really useful since I want to be able to attribute the user to a session click that led them to the store.
Thanks,
Alex
You will want to use an App. First, off, that is the only way for you to alter any objects in Shopify. Secondly, you can easily store simple things like counter values on the Customer resource using metafields. Third, anything you do with metafields on the Customer would be easily visible to the customer, since you can expose those metafields using Liquid. Fourth, if you choose to use JS you must use the App Proxy pattern. Shopify will then send your JS XHR payload to your App endpoint in a secure fashion.
So your needs and how to do are not new, they are old skool in Shopify terms and very straightforward to implement.
My goal is to use a user's answers to a few questions to trigger custom emails being sent to them with filtered content on my wordpress website. It seems like this is a common need, but can't find anything that allows it, or even is the right base to build a custom solution.
There are 3 main features I'm needing to do: First, the signup form lets users choose a few criteria via selection boxes.
Next, the captured information triggers an email being sent that matches the content they chose. For example, if the user says they're interested in waterskiing, the email that is auto sent would show the most recent posts in the water-skiing category.
Finally, the user responses would need to be saved to trigger actions at a later time if the content is not available yet. So for example, if they are interested in bowling, but there are no entries on bowling, nothing happens. However, once a post gets entered in this category, they are automatically emailed with that recent entry.
Any clarity you can provide here on plugins, software, etc that would lend to this functionality is much appreciated!!
I'm struggling to find much documentation on Dynamics CRM 2011 and have a problem. I'm not looking for code more a pointer as to the correct method of approach (workflow, dialog, custom HTML web resource etc)
I basically want something that does the following:
Go to Contact list
Select some contacts
Ribbon action opens a box that allows me
to select a custom role from a drop down list (source is a dynamics
entity)
Select a radio box for either add or remove role
Save the changes, this will add or remove a role from the contact and also send an email to that contact
I know how to get a list of selected recordIDs but I am not sure if I should be calling a dialog or a custom HTML page with JS.
Can anyone point me in the right direction?
This may not work at all for your scenario but it is worth thinking out of the box sometimes. This would only work if you have a small number of roles and the roles don't change that often.
Add checkboxes on the Contact, one for each role. Build workflows that fire on update of those checkboxes that send your emails. Now users can quickly edit lots of Contact Roles by using the Multi-Edit feature.
The benefit of this approach is it is a "no code" solution and it is very easy for the User since it uses out-of-the-box functionality. The downside is that you need to maintain those checkboxes. But it may be easier than writing a bunch of web resources and javascript!
I have assembled a list of bookmarks on the subject here. I hope the link works.
Gareth Tucker's site is specially interesting.
In the end the solution was to create a Ribbon item that accepted the selected Guids from the contact list.
Then read those in from a web resource (Silverlight) which called into the sdk and created / removed the records accordingly
Is there anyway, using google analytics, to track a user's journey/selections through a long form so I can see where they drop off?
I've created a 'contact us' form which starts with drop down menu which requires the user to make a choice i.e. apply for job, apply for funding etc. and then each option requires the user to fill out a form, which is completed over serval steps.
Is there a way to track a user's individual form choices from their initial selection on the Contact Us page through to the form being submitted? That way I could see where in the form journey the users are dropping off.
If the form is a multi-page form, then you can use Goal Funnel tracking to obtain reports which will help you understand how users fail to complete the form:
http://www.google.co.uk/support/googleanalytics/bin/answer.py?hl=en-uk&answer=55515
The Regular Expression matching in Goal Funnels is quite useful if you have different paths or different form URLs for the same goal. You could also track multiple page views per actual URL, if you wanted to monitor the users who move onto a different step on a single URL.
If you need to analyze how users complete a particular form, you could use Event Tracking to record when each field is completed. You will need to carefully think about how you wish to use Event Tracking to obtain the information you require.
http://code.google.com/apis/analytics/docs/tracking/eventTrackerGuide.html
But Google Analytics is not good at tracking individual users' behavior. You may wish to take a look at ClickTale if you want to do more advanced form usage analysis.