{"id":48519,"date":"2020-09-29T14:20:43","date_gmt":"2020-09-29T12:20:43","guid":{"rendered":"https:\/\/support.mscrm-addons.com\/?post_type=manual_kb&#038;p=48519"},"modified":"2023-02-21T16:52:00","modified_gmt":"2023-02-21T16:52:00","slug":"smartbar-server-2020-3","status":"publish","type":"manual_documentation","link":"https:\/\/releases.mscrm-addons.com\/index.php\/release\/smartbar-server-2020-3\/","title":{"rendered":"SmartBar 2020.3"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong><u>New Features:<\/u><\/strong><\/h2>\n\n\n\n<p><span style=\"text-decoration: underline\"><strong><em>What is new<\/em><\/strong>:<\/span> Changing the view of a sub-grid after navigation to it was not possible in UCI.<\/p>\n\n\n\n<p><span style=\"text-decoration: underline\"><strong><em>User impact<\/em><\/strong>:<\/span> Defining the view of the sub-grid is now possible in the new UCI.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<p><span style=\"text-decoration: underline\"><strong><em>What is new<\/em><\/strong>:<\/span> From Account and Contact to Opportunity, two default relations exists. Support for the new relationship, \u2018opportunity_parent\u2019 has been added (not for menu counting).<\/p>\n\n\n\n<p><span style=\"text-decoration: underline\"><strong><em>User impact<\/em><\/strong>:<\/span> When SmartBar is running for an Account or Contact record, a new Opportunity button is used (relationship: opportunity_parent)<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span style=\"text-decoration: underline\">BugFixes:<\/span><\/h2>\n\n\n\n<p><strong><em><u>Overview<\/u><\/em><\/strong><em>:<\/em> If the target entity for navigation is not found on the form, show an error with the blog article link<\/p>\n\n\n\n<p><strong><em><u>User impact<\/u><\/em><\/strong><em>:<\/em> If the navigation to the sub-grid is not possible because the target entity is not found on the form, an error is shown with a blog article link which shows further steps.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<p><strong><em><u>Overview<\/u><\/em><\/strong><em>:<\/em> SmartBar Dialog does not work in the new UCI due to the fact that the <strong><em>[SmartBar-Dialog]<\/em><\/strong>-button has been removed.<\/p>\n\n\n\n<p><strong><em><u>User impact<\/u><\/em><\/strong><em>:<\/em> The <strong><em>[SmartBar-Dialog]<\/em><\/strong>-button cannot be used in the new UCI.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<p><strong><em><u>Overview<\/u><\/em><\/strong><em>:<\/em> In older versions of UCI, not all activity types are available. SmartBar shows all activity types out of the box. With the setting \u2018<em>SBExcludedActivitiesUCI,\u2019<\/em> certain activity types can be ignored.<\/p>\n\n\n\n<p><strong><em><u>User impact<\/u><\/em><\/strong><em>:<\/em> If SmartBar shows activity types which are not available in the current version of UCI, this setting can be used to ignore certain types.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<p><strong><em><u>Overview<\/u><\/em><\/strong><em>:<\/em> Navigation to entities and web-resources did not work correctly in the new UCI.<\/p>\n\n\n\n<p><strong><em><u>User impact<\/u><\/em><\/strong><em>:<\/em> Navigation to entities and web-resources via custom buttons is supported in the new UCI.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<p><strong><em><u>Overview<\/u><\/em><\/strong><em>:<\/em> In older versions of Dynamics 365, new records were shown which were only directly related to UCI.<br>Out of the box, SmartBar shows related records as well.<br>Via the setting \u2018<em>SBDirectRelatedOnlyUCI<\/em>,\u2019 this can be defined.<\/p>\n\n\n\n<p><strong><em><u>User impact<\/u><\/em><\/strong><em>:<\/em> There is a differing amount of related records in SmartBar in comparison with the older versions of UCI.<\/p>\n","protected":false},"author":5,"featured_media":0,"parent":0,"menu_order":0,"template":"","manualdocumentationcategory":[6],"manual_doc_tag":[],"class_list":["post-48519","manual_documentation","type-manual_documentation","status-publish","hentry","manualdocumentationcategory-sb-relase"],"_links":{"self":[{"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/manual_documentation\/48519","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/manual_documentation"}],"about":[{"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/types\/manual_documentation"}],"author":[{"embeddable":true,"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/users\/5"}],"version-history":[{"count":1,"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/manual_documentation\/48519\/revisions"}],"predecessor-version":[{"id":61928,"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/manual_documentation\/48519\/revisions\/61928"}],"wp:attachment":[{"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/media?parent=48519"}],"wp:term":[{"taxonomy":"manualdocumentationcategory","embeddable":true,"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/manualdocumentationcategory?post=48519"},{"taxonomy":"manual_doc_tag","embeddable":true,"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/manual_doc_tag?post=48519"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}