Change the pick list options

Question

I am using CRM 3.0. We only assign records to queues never to users. When selecting the "assign icon" a window opens where I have the option to select "Route Case" or "Assign to another user or queue" If I select the radio button for "assign to another user or queue", another window opens with a pick list. The default setting for this pick list is "user" I would like to change it so it shows the queue option as the default. See this image for a better understanding of what I mean. Can this be done and how?

Answer 1

1. Open \Program Files\Microsoft CRM\CRMWeb\_grid\cmds\dlg_assignqueue.aspx in notepad

2. Search for "crmOwnerLookupControl.attachEvent("onafterselect", updateUIState);".

3. Put the following codes a line below:

crmOwnerLookupControl.lookuptypes = "2020,8";
crmOwnerLookupControl.lookuptypenames="queue:2020,systemuser:8";
crmOwnerLookupControl.lookuptypeIcons="/_imgs/ico_16_2020.gif:/_imgs/ico_16_8.gif";

 

This change is not supported, can be lost if the CRM is installed or upgraded again. But it works

 

Answer 2

Maykon, Thanks for your help that works just the way I wanted it to.

 

Answer 3

Tonycel,

 

Can you check as helpful post? For other people with the same problem find the answer easier

 

Thanks

Answer 4

Maykon, in response to your fix, instead of Users/Queues like tony has, I have Account/Contact on that same list, and currently, it has the default set to Account, which I hardly use. I'd like it to be set to Contact instead, so by looking at your fix, the changes I would need to make are these:

1. Open \Program Files\Microsoft CRM\CRMWeb\_grid\cmds\dlg_assignqueue.aspx in notepad

2. Search for "crmOwnerLookupControl.attachEvent("onafterselect", updateUIState);".

crmOwnerLookupControl.lookuptypes = "2020,8";
crmOwnerLookupControl.lookuptypenames="contact:2020,systemuser:8";
crmOwnerLookupControl.lookuptypeIcons="/_imgs/ico_16_2020.gif:/_imgs/ico_16_8.gif";

Correct?

And just so I know, those steps create a type that supercedes the Account selection? Or do these steps just list the options in Descending order instead of Ascending order?

Here is a screenshot of my views fyi: http://kubedawg.com/crm.png

Thanks for the help.

Answer 5

Any ideas?

Answer 6

Chris

 

The page assignqueue.aspx relates to changing that picklist, you are going to have to find the page relating to your picklist.

 

I don't know if the same values will apply or not.

 

Try starting a new post and give it a new title, those who can help may not be reading this post as I marked it as an answer.

Tony

Answer 7

Hi Tony,

If I may, I'd recommend taking carefull notes of the changes you've made as MS could consider your system 'unsupportable'. Certainly you may incur issues with upgrading to 4.0 or someone else might become your firm's CRM Admin and neither they, nor MS will be able to assist you if they don't know about this and any issues arise. I can imagine spending days with MS trying to figure out why something like this wouldn't work

I would even recommend creating a custom entity within MSCRM, calling it 'CRM Modifications' and documenting changes  made, supportable and unsupportable.Not only will this help if you have issues with upgrading and need to re-create these after upgrading, but also it won't be lost five years down the line.

Cheers,

Karlo