Tip #1318: Why don’t I see the “associated records” link in subgrids?

In unified interface, when you click on the more option button, you will sometimes see the the option to see the related records in the subgrid. This is handy, especially when you want to see all of the view options, like filters. But sometimes you might see the “see all records” option instead. This is […]

Tip #1312: View process history from Unified Interface forms

Tipster note–this tip is an unsupported tip. It’s not going to damage anything, but it is unsupported and may stop working with future updates. Proceed at your own risk. So you have moved to unified interface, but you want to be able to see the process and workflow history for a record. Microsoft has not […]

Tip #1236: Review RetrieveMultiple plugins before migrating to Unified Interface

Man looking into microscope

It’s not uncommon to register a plugin on RetrieveMultiple message and fiddle with the output, e.g. drop some values, add some calculations, etc. Chances are that you are changing the QueryExpression, and the plugin is working fine in the classic UI but you will have challenges migrating to Unified Interface. The reason is that in […]

Tip #1235: Create personal charts in Unified Interface

Neon sign "personal space" on black background

Nasty rumors (and this official page from Microsoft) claim that you cannot create personal charts from Unified Interface. This is not true anymore. From any view in your unified interface model-driven app, click “show chart” then under the more options (…) menu, click “+ new.” This will launch the classic chart builder in a new […]