Modifying default "Assign" button option in CRM 2011

Question

Hi,

In CRM 2011, there is a default "Assign" button in the ribbon of a form which assigns or changes the owner of the multiple selected records of an entity.

Now the requirement is that instead of changing the owner field of all the selected records, i want to change the different field or attibutes of an entity.

Please let me know how do we achieve this functionality in CRM 2011.

Regards,

Ashok

 

 

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.Net/Business Intelligence

Answer 1

Hi,

In CRM 2011, there is a default "Assign" button in the ribbon of a form which assigns or changes the owner of the multiple selected records of an entity.

Now the requirement is that instead of changing the owner field of all the selected records, i want to change the different field or attibutes of an entity.

Please let me know how do we achieve this functionality in CRM 2011.

Regards,

Ashok

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.Net/Business Intelligence

Answer 2

Changing the functionality for the existing assign button is unsupported, but if you want to create a new button and put jscript behind it to perform the operations of changing the field you want and performing a save operation, this is supported.

http://gtcrm.wordpress.com/2011/01/18/quick-reference-for-adding-a-button-to-the-crm-2011-ribbon/

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Jamie Miley
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Answer 3

Hi,

You can not use the existing Assign button dialog to return any other attribute value. If the field value have to be select from the lookup then why do not you create a lookup field, if it does not fit your scenerio then you might have to develop a custom ribbon button and on click of button can open a Silverlight Application hosting Grid and on selecting the grid record you can set the form field value.

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Jehanzeb Javeed

http://worldofdynamics.blogspot.com
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Answer 4

Hi,

Few Suggestions:

You can not use the existing Assign button dialog to return any other attribute value. If the field value have to be select from the lookup then why do not you create a lookup field, if it does not fit your scenerio then you might have to develop a custom ribbon button and on click of button can open a Silverlight Application hosting Grid and on selecting the grid record you can set the form field value.

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Jehanzeb Javeed

http://worldofdynamics.blogspot.com
Linked-In Profile |CodePlex Profile

If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

Answer 5

HI Javeed,

Thanks for your reply....

Could you please send me know the sample code for creating new button similar to the Assign button in the ribbon and creating a silverlight grid on click of that button.

Thanks,

Ashok

 

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.Net/Business Intelligence

Answer 6

http://mileyja.blogspot.com/2011/05/how-to-use-assign-requests-to-assign.html - assign request in jscript (also has c# example

http://gtcrm.wordpress.com/2011/01/19/adding-a-button-to-the-main-crm-ribbon-in-2011/ - adding a button to the ribbon

 http://blogs.avtex.com/blogs/azimmer/archive/2011/08/02/overriding-the-behavior-of-the-ribbon-in-crm-2011.aspx - shows how to add jscript to a web resource in 2011 and then call it from the ribbon.

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Jamie Miley
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Answer 7

Did you get this figured out?

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Jamie Miley
Check out my about.me profile!
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Answer 8

Hi!

Is possible change the behavior of this button?

When I select Assign to another user or team, can I apply a filter, i.e, for show just users of the owning team filled.

Thanks!

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Js