Question

How to add internal hyperlink for CRM to allow access to files on the network

Asked by: PACCAST-DEV

How do you do a hyperlink for a table i.e. new field for opportunities on the notes tab that refers to an internal file stored on the network using the UNC file path?  We tried uding the URL datatype but it attaches the http:// to the front of the path when you double click it.   If you suggest we write code on the form could you indicate how to find the form and load it and import it back in (is there a way to save the original as a backup?)   Thanks for the help in advance.

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Asked On
2009-11-06 at 13:53:58ID24879429
Topic

Microsoft Dynamics

Participating Experts
2
Points
500
Comments
3

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Answers

 

by: Aftab_KhateebPosted on 2009-11-07 at 19:40:23ID: 25769326

Taking bckup
Navigate to Settings-> customizations -> export customizations -> select opportunities -> "export selected customizations" (tool bar button) -> save the file in local folder, rename customizations.xml for better identifcation

Import customizations

Navigate to Settings-> customizations -> import customizations -> click browse button -> point to the customization file you are going to import -> select upload -> after uploading navigate to customizations selction again and "publish" the newly imported entities

I think you could acheive hyperlink using Lookup entity, create a new entity, add a attribute called path and attach it as a lookup on opportunity form (using N:1 relationship)

hope this helps

 

by: PACCAST-DEVPosted on 2009-11-09 at 10:15:03ID: 25778455

Firstly thanks so much for the information you have provided.  How will the lookup entity work meaning doesn't that try to lookup a record in a table whereas I would like it to refer to a file on the network (i.e. \\servername\share\filename.doc)?  I'm not sure I understand how that would work?

Thanks for the help.

 

by: rakeshAgarwalPosted on 2009-11-10 at 03:07:27ID: 25784225

you can use javascript to do the same


Idea will be setting

you can keep the file name in plain text  c:/dynamicsexchange/rakesh.txt

when you load  you can set

iframe.innerHTML = <a href='file:///+fieldname.DataValue'/>


Try this idea .. it will take  some time to build the whole thing.

regards
Rakesh





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