如果用户添加其他托管解决方案,如何管理CRM表单字段和功能区按钮? [英] How to manage CRM Form field and Ribbon button if user add different Managed Solution?

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问题描述

我是CRM的初学者。我几乎没有基本的困惑。我想先清除它,然后再去做大事。我有2种情况让我感到困惑。

I am beginner of CRM. I have few basic confusion. I want to clear it before I go for something big. I have 2 cases where I am getting confuse.


案例1:我有2版的托管解决方案。 MyAccount 1.0.0.0和
MyAccount 1.0.1.0。在版本1.0.0.0中,我在CRM帐户
表单中具有字段。在版本1.0.1.0中,我添加了一个字段地址传真,并删除了网站中的
。因此,当用户添加版本1.0.1.0时,它将覆盖
设计。如果我想保留较旧的设计,可以更改这种行为吗?

Case 1: I have a Managed Solution with 2 version. MyAccount 1.0.0.0 and MyAccount 1.0.1.0. In version 1.0.0.0 I have field in CRM Account form. In version 1.0.1.0, I have added a field Address FAX and removed a field Website. So, when user add version 1.0.1.0, it will overwrite the design. Can I change this behavior if I want to keep older design?

案例2:我有2种不同的托管解决方案。 MyAccount 1.0.0.0和
ManageBankAccount 1.0.0.0。在第一个托管解决方案中,我在CRM帐户
表单中具有字段。在第二个托管解决方案中,我添加了一个地址传真字段,并删除了
字段网站。因此,如果A-用户添加第一个托管解决方案
,然后添加第二个托管解决方案,将会有什么结果? B-用户添加第二个托管解决方案,然后再添加第一个
托管解决方案?

Case 2: I have 2 different Managed Solutions. MyAccount 1.0.0.0 and ManageBankAccount 1.0.0.0. In first Managed Solution I have field in CRM Account form. In second Managed Solution, I have added a field Address FAX and removed a field Website. So, what will be the result if A- User add first Managed Solution and then second Managed Solution? B- User add second Managed Solution and then first Managed Solution?

有人可以建议我做案例1,案例2 -A,案例2-B?

Can anybody suggest me for Case 1, Case 2-A, Case 2-B?

(这里,插件表示托管解决方案。)

(Here, Plugin means Managed Solution.)

推荐答案

注意:这些是我对 MSDN


合并表单自定义

将解决方案打包为托管解决方案时,会将存储在FormXML中的表单定义与原始FormXML进行比较,仅区别在于包含在托管解决方案中。当将托管解决方案安装在新的组织中时,表单自定义差异将与现有表单的FormXML合并以创建新的表单定义。这个新的表单定义是用户看到的以及系统定制程序可以修改的内容。卸载托管解决方案时,只会删除在托管解决方案中找到的那些表单元素。

When a solution is packaged as a managed solution the form definitions stored in FormXML are compared to the original FormXML and only the differences are included in the managed solution. When the managed solution is installed in a new organization, the form customization differences are then merged with the FormXML for the existing form to create a new form definition. This new form definition is what the user sees and what a system customizer can modify. When the managed solution is uninstalled, only those form elements found in the managed solution are removed.

当您向要合并的表单中添加新元素时,建议您包括新容器元素(选项卡或节)中的新元素。对任何容器的添加将追加到容器的末尾。例如,添加到节中的字段将位于节的末尾。预期安装解决方案的定制程序将在安装后修改表单以重新排列元素。

When you add new elements to a form that is to be merged, we recommend that you include your new elements within new container elements (tabs or sections). Additions to any container will be appended to the end of the container. For example, fields added to a section will be positioned at the end of the section. It is expected that a customizer installing a solution will then modify the form to re-arrange elements after it is installed.

也请阅读冲突解决方法


获胜最多

对于所有其他解决方案组件,计算任何冲突都将有利于最后应用的自定义。对于托管解决方案,这通常意味着将应用最后安装的解决方案。

For all other solution components any conflict is calculated in favor of the customization that is applied last. For managed solutions this usually means that the last solution installed is applied.

现在出现问题:


案例1:我有2个版本的托管解决方案。 MyAccount 1.0.0.0和MyAccount 1.0.1.0。在版本1.0.0.0中,我在 CRM帐户表单中具有字段。在版本1.0.1.0中,我添加了一个字段地址传真,并删除了一个网站字段。因此,当用户添加版本1.0.1.0时,它将覆盖设计。如果我想保留较旧的设计,可以更改此行为吗?

Case 1: I have a Managed Solution with 2 version. MyAccount 1.0.0.0 and MyAccount 1.0.1.0. In version 1.0.0.0 I have field in CRM Account form. In version 1.0.1.0, I have added a field Address FAX and removed a field Website. So, when user add version 1.0.1.0, it will overwrite the design. Can I change this behavior if I want to keep older design?

不,您不能这样更改覆盖行为。这是托管解决方案组件导入的默认CRM产品行为。

No, you cannot change this overwrite behavior as such. This is default CRM product behavior of Managed solution component import.

假定您已经导入了 1.0.0.0 (带有网站字段的表单/没有传真的表单) ;字段),则不要导入 1.0.1.0 (带有传真字段/没有网站字段的表单)或删除托管解决方案 1.0.1.0 ,这会将表单布局恢复为 1.0.0.0 解决方案。

Assuming you already imported 1.0.0.0 (form with "Website" field / without "Fax" field), then don't import 1.0.1.0 (form with "Fax" field / without "Website" field), or delete the managed solution 1.0.1.0, this will revert the form layout to 1.0.0.0 solution.

删除托管解决方案将回滚到任何组件(表单)的先前版本。这样,您就可以保留较旧的设计。

Deleting managed solution will rollback to previous version of any component(form). This way you can keep the older design.


案例2:我有2种不同的托管解决方案。 MyAccount 1.0.0.0和ManageBankAccount 1.0.0.0。在第一个托管解决方案中,我在CRM客户表格中具有字段。在第二个托管解决方案中,我添加了一个字段地址传真,并删除了一个网站字段。那么,如果A-用户添加第一个托管解决方案,然后再添加第二个托管解决方案,将会有什么结果呢? B-用户添加第二个托管解决方案,然后添加第一个托管解决方案?

Case 2: I have 2 different Managed Solutions. MyAccount 1.0.0.0 and ManageBankAccount 1.0.0.0. In first Managed Solution I have field in CRM Account form. In second Managed Solution, I have added a field Address FAX and removed a field Website. So, what will be the result if A- User add first Managed Solution and then second Managed Solution? B- User add second Managed Solution and then first Managed Solution?

案例2-A:
$ b首先安装$ b MyAccount(带有网站字段的表单/不带有传真字段的表单)。然后安装ManageBankAccount(带有传真字段的表单/不带网站字段的表单)。

Case 2-A:
MyAccount (form with "Website" field / without "Fax" field) is installed first & then ManageBankAccount (form with "Fax" field / without "Website" field) is installed.

最终结果将是基于 ManageBankAccount (表单带有传真字段/不带有网站字段)

End result would be form rendering based on ManageBankAccount (form with "Fax" field / without "Website" field)

案例2-B:

ManageBankAccount(带有首先安装传真字段/不带网站字段)。然后安装MyAccount(带有网站字段的表单/不带传真字段的表单)。

Case 2-B:
ManageBankAccount (form with "Fax" field / without "Website" field) is installed first & then MyAccount (form with "Website" field / without "Fax" field) is installed.

最终结果将是基于 MyAccount 的表单呈现包含网站字段/不包含传真字段)

End result would be form rendering based on MyAccount (form with "Website" field / without "Fax" field)

这篇关于如果用户添加其他托管解决方案,如何管理CRM表单字段和功能区按钮?的文章就介绍到这了,希望我们推荐的答案对大家有所帮助,也希望大家多多支持IT屋!

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