Friday, July 8, 2016

CRM - Be aware while cloning existing inline editable views.
Last week, I was assigned a task to perform some changes in system’s inline editable sub-grid’s view, situated at Invoice entity. This view is of Invoice Product entity. I was aware that these system views cannot be changed directly. However, we could make a copy of such views and do the changes. Hence, I made a copy of existing “Invoice Product Inline Edit view” of Invoice Product entity and did the changes as per customer’s needs. Once done, I assigned this newly copied view to the inline editable sub-grid and published the changes.
After publish, surprisingly, I faced two problems.
  1. It has stopped inline editing feature.
  2. It does not allow importing Invoice Product entity from one CRM instance to another or back to the same instance.
I’m still not able find a solution for point #1 above.
However, for point#2, I’ve found a workaround. Let me explain the same here in this post.
After applying the aforementioned changes, when I tried to import the Invoice Product entity to another CRM instance, I saw the following error message.
The ‘label’ attribute is not declared”
Out of curiosity, I had extracted the solution zip file and dived into the customisation.xml file. Here I found a problem. The customisation.xml file was having some unrequired label tags (highlighted in following screen print) in it.
So, the solution is, either we remove those unwanted Label tags from the customisation. Xml, bundle it again, and re-import it.
OR
Perform the following steps,
  1. Go to Settings –> Customizations –> Customize the System –> Expand the entities tab and open the newly created Invoice Product entity view.
  2. Remove the existing columns which were copied from previous view and add them back.
  3. Save the view and publish the customization.
  4. The solution will import successfully.
I hope this post would be helpful.

If anyone knows a solution for the first problem then please feel free to revert for the same in comments area below.