So busy with year ending and 2020 plans. Since I said two months, I have to release the pro version. Really sorry for the Poor CSS am actually bad at styling stuff. But you can always improve the style and features in the Github, any updates are welcomed. Here is the github repo link.
Create a view with the required filters. If you do not require the control to consider certain activity types, you can exclude them in your view filter. The control will consider only the records returned by the view selected.
Add sub-grid to the form with the view we created.
Add Activity Summary control to the sub-grid.
Note: If you need to exclude certain activity types, apply the same logic in the view filter.
PCFs are one of the new hot cakes for Model-Driven and Canvas apps. I wanted to try something new with this one custom controls.
Thank you, Alex Shlega for his Checkbox List PCF and Danish Naglekar for PCF builder XRM Toolbox plugin. My new subgrid PCF “SmartGrid” will be released soon to TDG Power Platform Bank after final testings :).
There are scenarios where we need to configure approvals in Dynamics 365, for example, mark an account as a premium customer after approval or qualify leads after approval etc. We used dialog control to capture approval request and comments but, now dialog controls are depreciated and not advised to use for new projects.
As per Microsoft’s initial announcement
Dialogs are deprecated and are replaced by mobile task flows (available as of the December 2016 update), and business process flows. Both task flows and business process flows will continue to evolve to make the transition easier.
But either tasks flow or business process flow was not a perfect replacement for Dialog. Knowing this pain from users, Microsoft has now modified the announcement.
Even though I knew canvas apps can be now embedded in model-driven apps, I hadn’t thought of this option until I came across this new announcement, so tried replicating my approval dialogues with a canvas app and it works fine. Pheww!!!! ?
For testing purpose, I replicated the dialogue for creating approval request for the Account entity.
created a canvas app to create an approval request.
2. Now we need to call this app from account form, obtain the app ID from app details section.
App GUID I explained in step 2, now regarding a custom parameter, I deliberately didn’t mention it when we discussed the app creation and kept for this section. When we open this canvas from an account form(like we start a dialogue) the app needs the record GUID to update the account status
I have used form control in the canvas app and filtered the item using the ID Parameter.