• Archive
  • Back to www.mscrm-addons.com
  • Archive
  • Back to www.mscrm-addons.com
home/Knowledge Base/ActivityTools (AT)

Custom Parameters for ActivityTools

48 views 0

Written by Administrator
February 2, 2016

This article describes how to define custom parameters for embedded ActivityTools pages (For example to pre-filter activity types).

When embedding ActivityTools in a CRM form, you have the possibility to insert custom parameters in Custom Parameter (data):

Figure 1: Web Resource Properties

The defined parameters only effect the current ActivityTools page.

The structure is:  [name of key]:[value of key];[name of next key]….. (e.g. “activitytypes:phonecall,email;lockactivitytype:true”)

The following keys can be used:

 

activitytypes

Define one or more activity type names separated by ”,”. Only activities of these types will be shown, when ActivityTools has loaded (e.g. activitytypes:email,phonecall).

Please Note: If the configured activity types does not result any activity records, users won’t be able to change the types within the Activitytools page!

 

lockactivitytype

Give it the value true if the activity type filter should not be changeable (lockactivitytype:true).

 

customfilter

This key can be used to preselect a custom filter (ATPluginFilter), when ActivityTools has loaded. To do so, add the Id of the filter after the key. E.g. the filter has the Id “customfilter1” then add:
customfilter:customfilter1
Such a filter can be defined as shown in section “ATPluginFilter” on page 37 of the guide:
AT GUIDE
(it is important that the filter Id consists of lowercase signs only!)

 

entityref

This key can be used to pass on an entity reference to ActivityTools. E.g. if you embed AT in an account form it automatically takes the current account record as reference. With this key you can define a different reference for which activities should be shown.
entityref:entityId,entityName,entityTypeCode
e.g: entityref:ef2be5c9-ccec-4423-ae89-66c41b949631,account,1

 

 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

 

#reworkneeded… why do I need that… example..

Was this helpful?

Yes  No
Related Articles
  • How to avoid the browser security-check for *.url files in Microsoft Dynamics 365 (CRM)
  • How licenses are counted
  • IMPORTANT information for Dynamics 365 Online customers using ActivityTools, AttachmentExtractor, PowerSearch or SmartBar
  • How to create a SettingsKey manually in MS Dynamics 365
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • How to reduce License count
Latest Articles
  • TemplateImportExport Console Application – DCPIE.exe
  • How to trigger a Microsoft Flow from dialog
  • General Settings – DocumentsCorePack Server Based
  • How to use the Insert-as-Picture-Link-Field-button in Dynamics-365
  • What is “documents incl. per month”
Popular Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • How licenses are counted
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
  • DocumentsCorePack Charts Feature (Dynamics 365)
Top Rated Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Can you save data capacity by moving email content?
  • DocumentsCorePack Online Scheme
  • Recap of the first virtual eXtreme365 & Community Summit event
  • Step-by-Step: How to configure a One-Click-Action
Categories
  • *News and General Infos* 43
  • Template Designer(DCP 151
  • DocumentsCorePack(DCP 146
  • TelephoneIntegration (TI 62
  • AttachmentExtractor (AE 47
  • PowerSearch (PS 43
  • ActivityTools (AT 55
  • SmartBar (SB 50
  • GroupCalendar (GC 43
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2020 www.mscrm-addons.com. All Rights Reserved.