Display a custom link next to any lookup attribute in a CRM form. Allows the user to open the target record in a new window.
Pass the target attribute as a custom parameter.
Convert any text type attribute into an advanced lookup field (recommended for advanced users only).
Key | Type | Value | Required |
---|---|---|---|
attribute | string | new_value | Yes |
types | list | 1,2,8,9,1024,1036,2010,4400 | Yes |
new | boolean | true or false | No |
style | string | multi or simple | No |
Include the following files in your CRM solution
Ribbon Configuration
<RibbonDiffXml>
<CustomActions>
<CustomAction Id="[your prefix].ApplicationRibbon.MetadataBrowserButton.CustomAction"
Location="Mscrm.BasicHomeTab.Tools.Controls._children" Sequence="7">
<CommandUIDefinition>
<Button Alt="$LocLabels:[your prefix].ApplicationRibbon.MetadataBrowserButton.Alt"
Command="[your prefix].ApplicationRibbon.MetadataBrowserCommand"
Description="Launch Metadata Browser" Id="[your prefix].ApplicationRibbon.MetadataBrowserButton"
Image32by32="$webresource:[your prefix]_/Widgets/MetadataBrowser/Images/icon_32.png"
Image16by16="$webresource:[your prefix]_/Widgets/MetadataBrowser/Images/icon_16.png"
LabelText="$LocLabels:[your prefix].ApplicationRibbon.MetadataBrowserButton.LabelText"
Sequence="7"
TemplateAlias="o1" ToolTipTitle="$LocLabels:[your prefix].ApplicationRibbon.MetadataBrowserButton.ToolTipTitle"
ToolTipDescription="$LocLabels:[your prefix].ApplicationRibbon.MetadataBrowserButton.ToolTipDescription" />
</CommandUIDefinition>
</CustomAction>
</CustomActions>
<Templates>
<RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
</Templates>
<CommandDefinitions>
<CommandDefinition Id="[your prefix].ApplicationRibbon.MetadataBrowserCommand">
<EnableRules />
<DisplayRules>
<DisplayRule Id="[your prefix].ApplicationRibbon.MetadataBrowserDisplayRule" />
</DisplayRules>
<Actions>
<Url Address="$webresource:[your prefix]_/Widgets/MetadataBrowser/Html/main.html" WinMode="0" WinParams="resizable=yes" />
</Actions>
</CommandDefinition>
</CommandDefinitions>
<RuleDefinitions>
<TabDisplayRules />
<DisplayRules>
<DisplayRule Id="[your prefix].ApplicationRibbon.MetadataBrowserDisplayRule">
<OrRule>
<Or>
<PageRule Address="/tools/systemcustomization/systemcustomization.aspx" />
</Or>
<Or>
<PageRule Address="/tools/Solution/home_solution.aspx" />
</Or>
</OrRule>
</DisplayRule>
</DisplayRules>
<EnableRules />
</RuleDefinitions>
<LocLabels>
<LocLabel Id="[your prefix].ApplicationRibbon.MetadataBrowserButton.Alt">
<Titles>
<Title description="Metadata Browser" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="[your prefix].ApplicationRibbon.MetadataBrowserButton.LabelText">
<Titles>
<Title description="Metadata Browser" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="[your prefix].ApplicationRibbon.MetadataBrowserButton.ToolTipDescription">
<Titles>
<Title description="Launch Metadata Browser" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="[your prefix].ApplicationRibbon.MetadataBrowserButton.ToolTipTitle">
<Titles>
<Title description="Metadata Browser" languagecode="1033" />
</Titles>
</LocLabel>
</LocLabels>
</RibbonDiffXml>