Form: Add tab to section

(0) Share

Report

Posted on by krombi

Hi,

I'm trying to migrate an app developed with DevExpress XAF to Dynamics CRM/CDS. This app often uses tabs to display 1:n and n:m collections. See the attached screenshot for a sample.

Screenshot_5F00_2020_2D00_03_2D00_09-Administrators-_2D00_-Main-Demo.png

Is it possible to get a similar layout with the forms builder in Dynamics CRM? It does not seem to be possible to add a tab to a section. Any workarounds?

Thank you!

I have the same question (0)

All responses (7)

Answers (2)

Suggested answer

necsa 3,455 on at

Like (0)

Report

Hi,

You can use HTML webresource in new Tab.

Was this reply helpful? Yes No
krombi 55 on at

Like (0)

Report

Could you please elaborate on this?

Was this reply helpful? Yes No
Suggested answer

necsa 3,455 on at

Like (0)

Report

Do you means something like this on the Dynamics Entity Form?

Was this reply helpful? Yes No
krombi 55 on at

Like (0)

Report

This is exactly what I am looking for (with the possibility to add related subgrids to the tabs)

Was this reply helpful? Yes No
Verified answer

necsa 3,455 on at

Like (1)

Report

You can add a section or tab on the Entity Form and add Web resource on this section/tab with the bootstrap or javascript tab. Then you can build relation to the data which you want to use in this table. Save and publish it.

Hereby the link for the variable Dynamics Tab

https://www.tutorialrepublic.com/twitter-bootstrap-tutorial/bootstrap-tabs.php

Was this reply helpful? Yes No
Verified answer

Kokulan 18,054 on at

Like (1)

Report

Hi

You cannot add a tab inside a section in CRM form.

As suggested by others, you can definitely drop a web resource to have custom tabs anywhere on the form however please note you will end up doing a lot of design and coding to render sub-grids for 1:N and N:N.

I think you can achieve what you want using Tabs and Reference Panel.

community.dynamics.com/.../dynamics-365-reference-panel

www.youtube.com/watch

www.youtube.com/watch

Please note, to take advantage of Dynamics 365 Unified Interface and Performance improvements, you should try and use the out of the box features for form design. When you convert your Dev Express XAF app to CDS, you have to remember you wont be able to replicate the exact layout in CRM. You should rather adopt to CRM UI and try your best to make it look like the XAF app while taking full advantage of UCI by sticking to OOB components as much as you can.

If you definitely have to replicate the XAF UI, I would recommend you look into creating a PCF control rather than going down the webresource path as web resource is not recommended for UCI.

docs.microsoft.com/.../overview

Was this reply helpful? Yes No
krombi 55 on at

Like (0)

Report

Thank you, Necdet! Nice solution!

But for now I will follow Kokulans approach and use the Reference Panel.

Thank you, Kokulan!

Reference Panel works quite nice, but I will also check the PCF...

Was this reply helpful? Yes No