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 […]

Tip #1226: Avoid Model-Driven Failure

blue vintage car scale model

When deploying model-driven apps, there are multiple potential points of failure that can affect users’ ability to access part or all of the app. The following is a non-exhaustive list of some of the more common areas to check if the user can’t see the app or access certain parts of it: User is missing […]