21. November 2011 09:44

Configure RecordCounter for unmanaged custom entities

Filed Under(CRM 2011 | RecordCounter 2011) By pofner

To successfully enable RecordCounter (RC) for unmanaged entities, please follow these instructions:

First, enable RC for the custom entity. Simply check the checkbox in the tree view of the RecordCounter Server Config.

Then open CRM, navigate to Settings and click on Customizations.

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Figure 1: Open Customizations

 

Then click on Customize the System. Select your custom entity in the tree view and open the Main-Form. This example is made with the entity Account.

Figure 2: Publish All Customizations

Click on the [Form Properties]-Button then the following dialog will appear. First, you must add the RecordCounter library in the Form Libraries-section. This can be done by clicking on the [Add]-Button and select the ptm_LineItemCountOnload – web resource.

The next step is to focus on the Event Handler-section. Ensure that the Control-list box is set to Form and Event to OnLoad. Then click on the [Add]-Button.

Figure 3: Form properties dialog

 

The following dialog will appear.

Here, select the ptm_LineItemCountOnLoad-library. And fill in StartLineItemCount in the textbox next to Function.

Ensure that Enabled is checked.

Now you have nearly finished. You only have to click on the [OK]-Button.

Hit the [Save]-Button and publish the customization.

Figure 4: Handler properties dialog

Please note: When you decide to uninstall the product, those links have to be removed manually as well. They do not harm CRM, but will redirect to dead links, if you leave them in place.

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

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