2. February 2016 14:49

Custom Parameters for ActivityTools

Filed Under(ActivityTools 2015 | CRM 2015 | CRM 2015/2016) By pofner

This article describes how to define custom parameters for embedded ActivityTools pages (For example to pre-filter activity types).

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When embedding ActivityTools in a CRM form, you have the possibility to insert custom parameters in Custom Parameter (data):

Figure 1: Web Resource Properties

 

The defined parameters only effect the current ActivityTools page.

The structure is:  [name of key]:[value of key];[name of next key]….. (e.g. “activitytypes:phonecall,email;lockactivitytype:true”)


The following keys can be used:

 

activitytypes

Define one or more activity type names separated by ”,”. Only activities of these types will be shown, when ActivityTools has loaded (e.g. activitytypes:email,phonecall).

Please Note: If the configured activity types does not result any activity records, users won’t be able to change the types within the Activitytools page!

 

lockactivitytype

Give it the value true if the activity type filter should not be changeable (lockactivitytype:true).

 

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

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