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I'm trying to develop a CRM Card to display with my Contacts.
The context is that each of my companies is attached to a number of "Locations" (custom objects...).
I want to select a Location for each contact, but this location should be limited to the locations that are linked to the Primary company of the contact.
I've built a project where I manage to retrieve the list of relevant locations for each contact (get the primary company, and fetch the list of locations attached to that company)
However, now I want my CRM Card to DISPLAY these locations and give the user a choice. BUT in the list of things to display on my CRM Card, I don't see a dropdown list ...
Hey @Mike_Eastwood , thanks for the offer. Yes, I would love a few rabbits to chase 🙂
I can't for the life of me figure out how to pass data to my modal window. My CRM card has some logic to extract info from the CRM (specifically, a list of custom objects linked to the company that's linked to the contact..) and i'd love to pass a json object to my modal, but i can't find anything in the documentation about that.
You can choose the properties sent to the modal, but you can only send properties of the object where your CRM Extension appears (e.g. a CRM Extension on the Contacts page will only send Contact Properties).
You will need to use the Associations API to fish for an associated Custom Objects.
Thanks for the tip. I've got to that part working, at least. My issue now is *passing data* to the modal: I have a whole json object i'd like to pass, and I can't seem to get it working. Supposedly I could at least pass "Additional Properties" in the button, but I can't get it to work, and I can't find any documentation.
