Update on 2017-02-04

For more detail about CRM content management, please go to my wiki page CRM Content Management.

Hi Friends,

recently I am working on one project which will make use of CRM content management. We will extract data from external web site and store them into CRM  system.

I will put something which I think is worth sharing to a series of blogs here. I hope they can help.

 

1. how to put the attachment view in a pop up window

2. how to dynamically control the enablement of attachment maintenance

3. how to create attachment for your business object via code

4. how to delete attachment belonging to a business object via code

5. how is attachment physically stored in database table

6. how to make your custom developed business object type also support content management – see note 1710485.

7. technical detail for attachment attributes

8. display thumbnail in CRM UI with the help of attachment

9. internal mode for Attachment creation

10. change CREATED_BY property by code

11. How to get all attachments belonging to a give business object

12. How to get the full url of a given attachment via code

13. How to implement the advanced button in attachment assignment block

14. Create Webservice enabled word document in attachment assignment block

15. Create Webservice enabled Adobe PDF attachment in CRM Application

16. the more to be added soon..

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5 Comments

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  1. amarendra raju

    Hi Jerry Wang,

    Thanks for the document.It is very useful…!!!!

    Had a doubt in regard to content management.Actually in the attachments assignment block that we see in any transaction, created by field is blank.

    Can you please guide me if we can do any enhancement to pull out the created by field for the attachement.

    Thanks in advance….!!!!

    (0) 
    1. Jerry Wang Post author

      Hi Raju,

      Your problem is that the Create button in your attachment assignment block is disabled and you want to enable it right?  Does you meet with this problem in any transaction? If so, you can set breakpoint to find root cause. The place to set breakpoint could be found in blog how to dynamically control the enablement of attachment maintenance

      Please let me know the result after your try.

      Best regards,

      Jerry

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      1. anjum ahmed

        Hi Jerry,

        I am using this method delete in method copy_from_follow_up_doc sucessfully.But still when i email is displayed in Web UI it displays the attachment for first time but if i create the email using the same complaint second time it works properly some issue which i am not able to figure it out plz help me.

        Thanks..

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  2. João Faria

    Hi Jerry,

    Thx for the great info on content management!

    I’m trying to dinamically display the actions ( properties /delete) column on the GS_CM component. I want users to be able to delete attachments before saving a request/record and after saving the delete option not be available anymore.

    Any idea?

    Best Regards,

    João

    (0) 
  3. Rahul Jagani

    Hi Jerry,

    I wanted to have the default folders on Customers and Opportunities if possible. How to achieve this functionality?

      Basicall we want when the user goes to Documents on any of the customer they always have 4 folders as below inside the assignment always.

    1) Invoices folder

    2) Contract folder

    3)  Business specific folder

    4) Others

    Any idea how to achieve this?

    Thanks

    Rahul

    (0) 

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