On some occasions, unmanaged customizations to forms might prevent the setup to correctly configure the navbar section of entities.

You would see an error similar to this one, telling about a transition of an unmanaged solution being impossible 

The first step to solve this issue is to identify the causing entity.

You need to find the purple highlighted errortext in the XML tree.

Follow the tree up till you find the formXML node. The localized name will tell you which entity is failing. You need to uncheck this entity from all locations in the configuration. You can process all other entities as normal.

Adding the NavBar entry manually :

You need to be administrator to be able to complete the following steps :

Open up any record of the entity you want to customize (Account for this example)

and open the form designer

Enable the navbar editing

and insert a new item

On the following dialog enter a name (Like EmailPreview or ActivityPreview), select the ptm_Icon16x16 webresource for the icon

Select the ptm_webApplicationPreloaderActivityPreview to add the ActivityPreview functionality or select the  ptm_webApplicationPreloaderEmailPreview to add the EmailPreview.

If you want to enable both, you need to repeat the same steps for each item. 

Close all forms, and do not forget to save&publish the changes or the changes will not show.

This blog article will walk you through the required steps to install GroupCalendar/ActivityTools or DocumentsCorePack in an IFD/Claims-Based-Environment.

This article is valid for GroupCalendar/DocumentsCorePack and ActivityTools. The steps are the same and only differ in the product name. Instead of an explicit product name, we will use the term the Addon in this guide.

You need to have the following downloads present to successfully setup the Addon:

1. IFD-Tool -> Download Link you need to have a login on our web site
2. For installing GroupCalendar you need at least version 5.12 from our Download Section
3. For installing ActivityTools you need at least version 5.13 from our Download Section
4. For installing DocumentsCorePack you need at least version 5.18 from our Download Section

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