Tip #1374: Safely remove search box from subgrid

Royal Naval Reserve nurses at work in the operating theatre

Today’s tip is from AK. (Be like AK, and send your next awesome tip to jar@crmtipoftheday.com). Adding a subgrid to model-driven form in the maker portal brings the search box which takes an extra row. If you want to hide it, you may tempt to switch to classic and clear the Display search box. Don’t […]

Tip #1332: Open forms as a dialogs in model-driven apps

Child reading a pop up book

Today’s tip comes from Eric Regnier. You can send your tips to jar@crmtipoftheday.com. One of the small but awesome new features in 2020 Wave 1 are the modal dialogs. In many implementations, common feedback we hear from customers is around UX with too many clicks or navigation between screens. With this new feature, it enhances […]

Tip #1323: Kill the case customer field

The “Customer” field on cases is a bad idea, and you can’t change it to not-required. I just want to add a lookup to accounts and automatically populate the customer field. Anonymous reader “Meve Stordue” You can’t make the customer field non-required, but it is possible to replace it with an account lookup and automatically […]

Tip #1298: Quickest way to filter views and forms in an app

Two hands holding a variety of colorful vegetables

Today’s tip from Linda Connolly – thanks! You can send your tip to jar@crmtipoftheday.com too! I spotted this one when doing some work earlier in the week.  If you’re building a business unit specific solution for a customer and want to quickly and easily only show them the views/forms designed for them, add the Site […]

Tip #1249: Talk back from canvas to model-driven

Silhouette of two people sitting on the chairs near a tree at the sunset

Until now, embedded canvas apps were a mere eye candy. But with just announced new capabilities you can now talk back to the form. Kind of. More “bark orders” than “talk” but this is awesome start! Embedded canvas apps now provide the ability to perform actions to navigate, refresh and save the host form. With […]