With the latest version of Tagging (download here) we have introduced the ability to tag multiple records with multiple tags all in a single action. This functionality is provided via a new page available in the latest release. Simply select the records you wish to tag and click on the Multi Tag button:
Once you click on save the tags are applied to all of the records you originally selected.
Preconfigured Solution
To enable this functionality it requires you to create a button on each grid you wish to utilize multi tagging. To help kick start this for you we have provided a solution that enables this feature on account, contact and cases. Simply navigate to the Tagging page to download a copy of this solution.
Adding a button to the command bar
If you have a custom entity you wish to enable multi tagging on, or you prefer not to use the provided quick start solution, you will want to know how to add a button to the command bar. With the help of a tool called Ribbon Workbench we can easily achieve this.
1. Create a new solution and add the entity you want to customise ensuring you also add the 3 xrmc_ web resources in this screenshot:
2. Launch Ribbon Workbench and once it opens select the solution you just created.
3. Add a command to execute the MultiTag function:
- Select the entity you with to customise
- Right click on Commands
- Click Add New
- Give the command a name. For example, custom.account.MultiTag.Command
4. Add a new action to the command
- Click on the lookup icon to add a new action.
- Then click on the add button to add a new JavaScript Function Action.
- The function you will want to call is openMultiTag
- Select the WebResource called $webresource:xrmc_/MultiTagRibbon.js
5. Add 2 parameters to this function so that it detects what was selected in the grid:
- Click on the lookup icon beside the parameters box
- Click the Add button and add a Crm Parameter
- Set the value to SelectedControlSelectedItemReferences
- Click the Add button and add another Crm Parameter
- Set the value to SelectedEntityTypeName
6. Add an enable rule to the command. MultiTag is only relevant if you have selected at least 1 record.
- Click on the lookup icon beside the Enable Rules
- Click on + Add New
- Give it a name. For example, custom.account.MultiTag.EnableRule
7. Create a step for the rule
- Click on Add Step and add Selection Count Rule
- Set AppliesTo to Selected Entity
- Set Minimum to 1
8. Now we can move on to the button itself.
- Click on OK to save everything until you get back to the main screen.
- To add a button simply drag a button from the toolbox on the left onto the appropriate command bar.
9. Give the button a name, for example, custom.account.MultiTagButton, and set the button properties as per the following settings:
Publish your changes by publishing the solution you have just edited. Note: if your changes don’t appear right away publish the solution again and refresh your browser window.
Recent Comments