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Articles

  • The Command Action Template

    Overview One of the most powerful elements in CRM.designer is the Command Action Template. This Action Template allows users to invoke different JS commands from application menus, context menus, or p...

  • Working with the Parent and Related Data areas in CRM.web

    Introduction Alongside all other types of information, CRM.web offers the possibility to display the records that are linked to and from the current record, even when no field exists in it that points...

  • Can Child Panels Nested Inside a Panel be Rearranged Manually or Set to Collapsed by Default?

    Overview You have created a group panel in CRM.designer for a certain Expand or Tree View, and would like to know whether it is possible to rearrange the panels within in CRM.web by drag-and-drop. You...

  • Understanding Expand Views

    Introduction Records in CRM.web are usually displayed in one of three types of view: Expand, Tree, and Search & List. Among these, Expand is used when opening a record through most of the usual method...