edit attribute???

Hi, I am having a few problems customizing attributes. We require a picklist 
for product type in the lead form, so that the user can easily enter which 
product the lead is related to. Whilst it is not possible to edit the 
existing attribute I created a new one, which I then tried to map to the 
'topic attribute' in the opportunity entity. However this topic attribute 
can't be edited and therefore the map isn't possible. 

I have thought about creating a new attribute in the opportunity entity, but 
the existing topic attribute defines the name of the opportunity and 
therefore is required.

Basically I'm asking if there is a way to edit system locked attribute or if 
it is possible to change the attribute which the opportunity entity gets its 
nameid ?

Thanks,

Tom.

0
Utf
11/27/2006 1:08:01 PM
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What you could do is use a little JavaScript magic to solve your problems but 
still keep all of the existing CRM functionality.

Basically, what you need is to have the Topic field on the Oppotunity form 
get its value from your picklist field on the Lead form.
You can accomplish this with 2 simple steps:
1. Hide the text topic field on the form.
2. Assign the selected value from the picklist (I'll call it new_topic) to 
the topic field.

You can use the following script to achive this:
	crmForm.all.topic.DataValue = crmForm.all.new_topic.SelectedText;

Just place that JavaScript sniplet in the OnChange event of your picklist 
field (just rename it in the script)

As for hiding the existing topic field on the form, use the following 
scriptlet in the OnLoad event on the Lead form:
	crmForm.all.topic.style.display=”none”;

What that last line does is hide the topic field on the form but still allow 
the rest of the form to access it programatically (which is not the case when 
you remove the field using customizations).

I hope this helps.

-- 
Lior Zarfati,
Dynamics CRM specialist,
<a href=http://www.g-s.co.il>Guardian Information Systems</a>


"TomV" wrote:

> Hi, I am having a few problems customizing attributes. We require a picklist 
> for product type in the lead form, so that the user can easily enter which 
> product the lead is related to. Whilst it is not possible to edit the 
> existing attribute I created a new one, which I then tried to map to the 
> 'topic attribute' in the opportunity entity. However this topic attribute 
> can't be edited and therefore the map isn't possible. 
> 
> I have thought about creating a new attribute in the opportunity entity, but 
> the existing topic attribute defines the name of the opportunity and 
> therefore is required.
> 
> Basically I'm asking if there is a way to edit system locked attribute or if 
> it is possible to change the attribute which the opportunity entity gets its 
> nameid ?
> 
> Thanks,
> 
> Tom.
> 
0
Utf
11/27/2006 2:05:01 PM
Lior,

That was very useful, thanks for taking the timeout to help me, 

much appreciated,

Tom.

"Lior Zarfati" wrote:

> What you could do is use a little JavaScript magic to solve your problems but 
> still keep all of the existing CRM functionality.
> 
> Basically, what you need is to have the Topic field on the Oppotunity form 
> get its value from your picklist field on the Lead form.
> You can accomplish this with 2 simple steps:
> 1. Hide the text topic field on the form.
> 2. Assign the selected value from the picklist (I'll call it new_topic) to 
> the topic field.
> 
> You can use the following script to achive this:
> 	crmForm.all.topic.DataValue = crmForm.all.new_topic.SelectedText;
> 
> Just place that JavaScript sniplet in the OnChange event of your picklist 
> field (just rename it in the script)
> 
> As for hiding the existing topic field on the form, use the following 
> scriptlet in the OnLoad event on the Lead form:
> 	crmForm.all.topic.style.display=”none”;
> 
> What that last line does is hide the topic field on the form but still allow 
> the rest of the form to access it programatically (which is not the case when 
> you remove the field using customizations).
> 
> I hope this helps.
> 
> -- 
> Lior Zarfati,
> Dynamics CRM specialist,
> <a href=http://www.g-s.co.il>Guardian Information Systems</a>
> 
> 
> "TomV" wrote:
> 
> > Hi, I am having a few problems customizing attributes. We require a picklist 
> > for product type in the lead form, so that the user can easily enter which 
> > product the lead is related to. Whilst it is not possible to edit the 
> > existing attribute I created a new one, which I then tried to map to the 
> > 'topic attribute' in the opportunity entity. However this topic attribute 
> > can't be edited and therefore the map isn't possible. 
> > 
> > I have thought about creating a new attribute in the opportunity entity, but 
> > the existing topic attribute defines the name of the opportunity and 
> > therefore is required.
> > 
> > Basically I'm asking if there is a way to edit system locked attribute or if 
> > it is possible to change the attribute which the opportunity entity gets its 
> > nameid ?
> > 
> > Thanks,
> > 
> > Tom.
> > 
0
Utf
11/28/2006 10:14:01 AM
Reply:

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