Customizing Activities / History List saving changes

Hi
I have made some changes to CRM forms using formeditor. I do not know how will these changes show in my system. I have uploaded customization but its not working.
Any suggestions, advice please
Sarah
0
Utf
5/17/2004 6:31:01 PM
crm 35858 articles. 1 followers. Follow

7 Replies
1001 Views

Similar Articles

[PageSpeed] 35

did you publish the changes via Deployment Manager on the CRM server?

-Gary

"Sarah" <anonymous@discussions.microsoft.com> wrote in message
news:62416116-EB6B-4CF8-AE4A-BBB4628F1923@microsoft.com...
> Hi
> I have made some changes to CRM forms using formeditor. I do not know how
will these changes show in my system. I have uploaded customization but its
not working.
> Any suggestions, advice please.
> Sarah


0
Gary
5/17/2004 6:41:13 PM
I recently made some changes to a form as well, and this is what I had to do to get my changes to show up

If the change involves a schema change, meaning you had to go into Deployment manager to create or map new fields, you must Publish you changes by right clicking Deployment Manager and selecting publish.  You can select which object you made changes to and only publish that object

If the change involves only a form modification, you can try going into DOS and typing iisreset at the command prompt.  I haven't made a change that didn't include a schema change, so I cannot promise that this will work completely, it's just what I've been advised to do

I hope that helps!
0
Utf
5/17/2004 6:46:04 PM
Thanks a lot for the reply, I am sorry I guess my question 
was not clear.  Let me repeat, I made changes to the 
Activity Screen using a previous article in the 
newsgroups. I am not able to see any of the changes,I did 
try publishing the changes using deployment manager and 
restarting the IIS , no use, Any help is appreciated.

Sarah
>-----Original Message-----
>did you publish the changes via Deployment Manager on the 
CRM server?
>
>-Gary
>
>"Sarah" <anonymous@discussions.microsoft.com> wrote in 
message
>news:62416116-EB6B-4CF8-AE4A-BBB4628F1923@microsoft.com...
>> Hi
>> I have made some changes to CRM forms using formeditor. 
I do not know how
>will these changes show in my system. I have uploaded 
customization but its
>not working.
>> Any suggestions, advice please.
>> Sarah
>
>
>.
>
0
Sarah
5/17/2004 7:08:19 PM
> If the change involves only a form modification, you can try going into
DOS and typing iisreset at the >command prompt.  I haven't made a change
that didn't include a schema change, so I cannot promise >that this will
work completely, it's just what I've been advised to do.

I believe its the other way around. A form modification requires the publish
and the iis reset. Adding a schema field should be available after creation.

-Gary


0
Gary
5/17/2004 7:51:02 PM
you can try to clean the cache, using IE Internet Options
0
Utf
5/18/2004 8:46:09 AM
You might also need to clear the outlook form cache to see 
the changes in SFO:

1.   From Microsoft Outlook Tool's menu, select Options.
2.   Press the Other tab.  
3.  Select Advanced Options button. 
4.   Press the Custom Forms button.
5.  Press the Manage Forms button. 
6.	Press Clear Cache button.
7.	Select CRM Contact.
8.	Press Clear Cache button.
9.	Select CRM E-Mail.
10.	Press Clear Cache button.
11.	Select CRM Task.
12.	Press Clear Cache button.
13.	Close Outlook.
14.	Restart Outlook.

>-----Original Message-----
>you can try to clean the cache, using IE Internet Options
>.
>
0
kb
5/18/2004 6:15:40 PM
I always do an iisreset anyway just to be on the safe side. It cannot do any
harm unless you have users on the system :-)


"Gary" <gary.rey@virtium.NOSPAM.com> wrote in message
news:%233yekeEPEHA.1960@TK2MSFTNGP10.phx.gbl...
> > If the change involves only a form modification, you can try going into
> DOS and typing iisreset at the >command prompt.  I haven't made a change
> that didn't include a schema change, so I cannot promise >that this will
> work completely, it's just what I've been advised to do.
>
> I believe its the other way around. A form modification requires the
publish
> and the iis reset. Adding a schema field should be available after
creation.
>
> -Gary
>
>


0
John
5/19/2004 4:45:24 AM
Reply:

Similar Artilces:

Global Address List permissions
I am running Exchange 2003 and have a problem with the permissions for editing the Global Address list. As the administrator I was able to edit information for contacts on the GAL. I tried to set a permission to let a user be able to edit the information (phone numbers addresses etc), but seem to have made a mistake. Now I am unable to edit any of it as administrator. I could use a bit of advice on how to fix this problem. On Mon, 25 Jul 2005 15:53:03 -0700, Gimbal <Gimbal@discussions.microsoft.com> hired a team of monkeys to write: >I am running Exchange 2003 and have a probl...

SQL 2005 Saving Stored Procedures and Saving / Implementation
I am not totally familiar with the proper terminology and I really appreciate help with the following problem: My two databases, originally from a third party, have over 250 stored procedures each. I have changed about 150 of them in one database. Due to the testing and implementation requirements of the application, I need to save these stored procedures from the one database, restore the two databases according to what I received from the third party, and then implement my stored procedure changes onto the two restored databases. Any suggestions as to easiest and most foolpro...

Workflow status active, but not working
Hello, I have an opportunity that triggered a (sales process )workflow rule on creation. When I look at the the sales process in the opportunity it shows that it's active. When I move from sales stage from eg 20% to 50% none of the workflow activities are kicked off for the 50%. Any ideas? Thanks in advance, can you create a new test opportunity and see if it has the same problem ======================= John O'Donnell Microsoft CRM MVP http://codegallery.gotdotnet.com/crm "Loreeta" <Loreeta@discussions.microsoft.com> wrote in message news:B072F8E1-6DBA...

automatic list of e-mail subjects
I would like to list the subject names of whole e-mails in my INBOX (including all subfolders of Inbox). How can i do that by code? I think that will be wonderfull, I'm looking for something like that since a year because i can't program anything... I will be even more powerfull if the list could be shared on a server and automatically load to every users. This will sell like cookie since a lot of company work with porject number and custumer, rules for filtering could also be manage on the server by only one person as the subject list also. "mezzanine1974" wrote: &...

Change Contract Status
Hello, My CRM implementation does not change automatically the Contract Status from Active to Expired or from Invoiced to Active when the Contract End Date or, respectively, the Contract Start Date comes. This was happening also in the 1.2 version and now the same happens in 3.0 version. Any ideas? Thank you, Elena ...

How to change cell shading/fill based on value in another cell?
I have a sheet with two columns of experimental data. Let's say the data is in F10:F25 (column 1) & G10:G25 (column 2). There is a value in another cell (A1) that contains a 1 or a 2. If A1=1, I want to turn shading in column 1 agree and in column 2 off. If A1=2, I want to reverse that. If there a worksheet function that will do that? I was hoping for something like: =cellshading(range,color) I could then execute one of these two statements: If A1=1 then cellshading(F10:F25,"Green") cellshading(G10:G25,"None") Else cellshading(G10:G25,"Green&...

Contact list limitation
Is there a limit to the number of contacts you can have in a contact list? We are currently running Exchange 2003 and just upgraded to Outlook 2007. If there is a limit, is it an Outlook limit or an Exchange limit? TIA, Jim P.S. Is there a difference between a contact list and a distribution list? On Thu, 27 May 2010 17:05:02 -0700, Jim in Cleveland <JiminCleveland@discussions.microsoft.com> wrote: >Is there a limit to the number of contacts you can have in a contact list? >We are currently running Exchange 2003 and just upgraded to Outlook 2007. If >...

Some users not listed in Global Address Book ???
Dear Sir, I have some of my users in my exchange 2003, their contacts are not listed in the GAL although I can send them e-mails, and they can receive. What Should I have to do to make their contacts appear in the GAL? On Thu, 13 Jul 2006 00:12:01 -0700, Mahmoud Metwally Ali <Mahmoud Metwally Ali@discussions.microsoft.com> wrote: >Dear Sir, I have some of my users in my exchange 2003, their contacts are not >listed in the GAL although I can send them e-mails, and they can receive. >What Should I have to do to make their contacts appear in the GAL? Are you talking about user...

Messages list missing in MFC ClassWizard dialogue box
I need to work on a old VC++ (rev 3?) project completed years ago. The project opens fine under VC++ 6, and it compiles/works fine, too Now, I open View->Classwizard..., and the Messagemaps tab. Select CMyNameApp for Class name, and CMyNameApp for Object ID, I can't see anything under the Messages list (where I see AddToRecentFilelist, DoMessgeBox, ...., in all my new VC++ projects) Anyway to bring them in? THanks! "Chen" <Chen@discussions.microsoft.com> wrote in message news:32FC4382-0964-4644-B4E8-98A9B2F1F99D@microsoft.com... >I need to work on a old VC++ ...

Save As #6
After opening excel, try to do a "save as" and it always want to go back and save in XLSTART directory, rather than where all the excel work is saved. Please tell me what I have to tell Excel to only pull from XLSTART at the beginning but save as where it says in the options section. Maybe I'm not following but when you do a Save As Excel always defaults to the path the workbook was opened from. The Default File Location sets the current path when Excel starts but the current path follows each Open or Save As. -- Jim "John McCabe" <jlmccabes@cfl.rr.co...

Excel file takes a long time to save
I have a 1,000 x 15 straight worksheet with no formulas - about 100K. I went to auto-format a pattern, but didn't select the area and if formatted the entire spreadsheet. It's since gone from 5 seconds to 60 seconds per save and I can't reverse this, even by changing the auto-format setting to "none." I'm backed-up, but the current version is about three hours ahead and it will take longer to retrace the work by hand. Any suggestions? Thanks, Ben Try resetting the last used cell. Debra Dalgleish has some techniques at: http://www.contextures.com/xlfaqApp.html#Un...

Importing distribution list.
Hi, Hopefully have a quick easy question... One of our users has created a distribution list within Outlook 2007 with 80 odd external e-mail addresses. They now have asked us to move the distribution list from her outlook contact into the GAL. How do i do this without having to manually create a new distribution list and manually add each e-mail address. PS. we are running Exchange 2007 Thanks for any help For5six "For5six" <for5six@googlemail.com> wrote in message news:d3d8c245-010d-4e8a-bf55-5904579ae839@g1g2000vbr.googlegroups.com... > One of our us...

Moving activities
Anyone know the best approach to the follwoing problem? Duplicate Accounts, each Account has an individual Contact. Each Contacts Activities are associated to the Account record. I want to: Move the Contacts to the 1st instance of a duplicated Account. Move all Activities from the Account records to the Contact. Delete the duplicates Anyone any clues? Paul -- --------------------------------------------------------------------- "Eliminate annoying spam! My mailbox is protected by iHateSpam, the #1-rated spam buster." http://www.ihatespam.net Paul, our SearchPac tool has...

Outlook 2003 Font Changes When Replying Plain Text
Outlook 2003 is exhibiting a strange behavior when replying to plain text messages. After clicking the "Reply" button, the message appears in the Arial font. In about two to three minutes, the font suddenly changes to Courier which is the correct font. Why is it taking so long for the font to change? Steve Lockridge steve@websitewarehouse.com ...

save only filtered results to csv/txt file
Excel 2000, Win98SE. I need to filter an xls file and then save only what is shown to a csv/txt file. The master xls file has new data added in a single import each day. Then I will have to filter the file 2 or 3 ways and save the filtered results to seperate csv/txt files, so I need to streamline the process. Also is there a means, comparable to scenarios, that I can use to set up different filtering combinations and then easily switch between them? Suggestions welcome. Thanks. -- Igor Igor You should be able to copy and paste the data to a new workbook and save that. Alternative...

Can I export Distribution Lists?
A different department has asked us for a copy of all our distribution lists, members of those lists, their smtp e-mail addresses, x500 addresses, as well as group owners and who has rights to send to thos lists. How do I get that? We have about 100 distribution lists each with about 100 users. We are running Windows 2000 and Exchange 2000. Thanks Hi Boe, - Scripting this would produce much more readable output. I was able to modify a script I wrote a while back for general use. Posted to blog: http://www.suneja.com/blog/2006/02/script-list-distribution-groups.html It doesn't hav...

How to automatically re-order a list
Hi, I have a worksheet with data in several rows. Column wise they consist of names, points etc.. I am trying to setup a formula whereby the formula looks at the data in the points columns and then re-orders the rows accordingly taking all the information in the row with it, with the highest points total at the top and lowest points total at the bottom. Each points cell, has a formula in there already which pulls the points total from other cells and combines them. Hope you can help! Thanks sandmania, Have your tried Data / Sort? Select the whole table, and the rows will stay togeth...

Excell2003 (SP-1) File > Save and File > Save As.. grayed out
Got a user who has Excell2003 and cannot File > Save or File > Save As... He can, however, ctrl-s to save spreadsheets. Any ideas? I"m clueless. JM ...

Void Trx appearing on Customer Statement
Void trx will appear on Customer Statement UNLESS running PAID TRX REMOVAL process or having to modify the statement to exclude void trx. personally (and my clients) find that this is a very WEIRED practice... eg: a sales trx is wrongly entered/posted and is then void. the practice is to process PAID TRX REMOVAL after printing of statement so that the fully paid trx will appear in the statment. then the above void trx will also appear in customer statement, which is not desired... is there any other way to EXCLUDE void trx from statement or anybody can suggest a better practice? thks ...

Music list?
I don't know if it is possible, but I want to make a list of all music on my pc. Is there a way to import it directly from 'verkenner'? Becaus if I need to typ everything, it will take a lot of time Greetz sven. Whatever 'verkenner' is, you may want to Export your listing from there. Excel will accept text and CSV files, as well as database files. You may also generate a file listing from the command prompt and use that. Sven wrote: > I don't know if it is possible, but I want to make a list of all music > on my pc. > Is there a way to import it dir...

What kind of savings instrument is this?
Forgive me: this is not really an Excel question. But I know there are a lot of savvy financial people lurking in these newsgroups. I hope one of you will be kind enough to respond. Someone described the following savings alternative offered by a bank. I cannot find any information on their web site. Can someone tell me what kind of a savings instrument this is ...? You contribute a fixed amount each month over a finite period (e.g, 5 years) for a fixed APR. You pay a penalty for early withdrawal. I am not sure about any other details about the plan. In fact, that is what I am looking...

hide activities
Hi, I'd like to hide the service appointment and campaign response activities options when I want to create a new activity. I was change the dlg_create.aspx file and comment the render list item. I don't like the idea to manipulate this file, and I want to know if is possible to hide this options in other way. thanks -- Magy yes you can hid see your id's document.all.navContacts.style.display = "none"; -- Regards, MS CRM Certified Professional http://microsoftcrm3.blogspot.com Chat with me on MSN / Gmail / Skype : ID Is :.. mscrmexpert@gmail.com "...

how can you change a "bitmap" to a jpeg??
After taking digital pictures in BITMAP, how can I change them to JPEGS? "TRM" <TRM@discussions.microsoft.com> wrote in message news:F5C091D7-377B-4F2F-A7BF-84794BC84F38@microsoft.com... > After taking digital pictures in BITMAP, how can I change them to > JPEGS? Get XnView or IrfanView. Both are free. Then use Save As and select the format. -- _________________________________________________________________ ******** Post replies to newsgroup - Share with others ******** Email: lh_811newsATyahooDOTcom and append "=NEWS=" to Subject. _________________...

sbs 2008 under Updates, "change the software update settings" crashes console
Running SBS 2008 SP2, fresh install with just a couple users, I noticed that under Security, Updates, in the Tasks window there is a "Change the software update settings". When I click this link, the "Software Update Settings" window appears for a split second then the SBS Console crashes saying "Windows SBS 2008 Console has stopped working" with these details: Description: Stopped working Problem signature: Problem Event Name: CLR20r3 Problem Signature 01: console.exe Problem Signature 02: 6.0.5601.8497 Problem Signature 03: 4a612b8b...

Convert activity (email, letter, etc) to case bug?
When converting any activity to a case in CRM 4.0, using the default Convert To Case button, I noticed the case's picklist caseorigincode not being set properly. This picklist holds values matching the activity types, such as email and letter. Is there a way to set this using relationships, workflow or whatever? I did notice that my picklist values are all above 200.000, and I cannot set them to something like 1,2,3. Perhaps these old values are registrered for such a mapping. Unfortunately, they were deleted some time ago and reset again. Anyone? -- CRM consultant ...