Sage CRM’s Favourites feature allow users to mark all primary entities record as user’s favourite record and access them easily from user Favourites list. Users can also mark record from custom entities as Favourites. But have you ever have faced any error while accessing a Custom entity record from Favourites list?
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There were various kinds of error faced while marking a Custom entity record as Favourite; like in some cases, the user can include a custom record in favourites list, but upon clicking on the link it fails to display the record and gives an error. Whereas, in certain cases when you click on Star icon to make custom record favourite and nothing happens – the icon colour remains unchanged suggesting the record is not marked as a favourite.
On troubleshooting the issue we found that the recordUrl attribute of the Favourite item in JSON Request is blank. Thus whenever user clicked on the link it failed.
You can follow below steps to solve the link issue for favourite records:
- JSON request is based on sData, so you need to enable the SData for custom entities as well. You can enable the SData for Custom entity from:
Administration -> Advanced Customization -> Tables and Databases -> Select Yes from Read-only sData field and save the details.
You can refer below screen shot for same.
- Once you have enabled the sData for custom entity, you can check that the recordUrl Attribute have value in JSON Request by accessing the below URL in browser
localhost/sdata/InstanceNamej/userdata?SID=**************&Action=getFavourites
By accessing above URL you will get the list of all favourite items and value in recordUrl attribute.
You can refer below screen shot for reference.
- When the recordUrl attribute of JSON request is blank for custom entity then in such scenario make sure that the Bord_EntityKind and Bord_ViewFileName fields are not blank in the Custom_Tables table in Database for custom entities.
Bord_EntityKind should be set as asp and Bord_ViewFileName should be summary page path.
For example, for Custom Entity named Agreement execute below Update Query:
UPDATE Custom_Tables SET bord_EntityKind=’asp’, Bord_ViewFileName=’Agreement\AgreementSummary.asp’
WHERE bord_caption='<Custom Entity Table Name>’
- Once you have done with above steps, do full metadata refresh. Your favourites will work.
In this way you can now easily solve linking issue for custom entity in Sage CRM.
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