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UCI & Hierarchy Tile Form (Quick View Form)

  • 1.  UCI & Hierarchy Tile Form (Quick View Form)

    TOP CONTRIBUTOR
    Posted 4 days ago
    Has anyone else noticed, or can anyone explain the following behavior?

    When users click the hierarchy icon next to an account record, they receive the error message within the screen: "Quick view forms are not available to render the hierarchy form." Then, the system redirects to the hierarchy view. However, the tiles do not render as expected.

    Quick view form error message


    In our instance, we are using a custom form, but the same behavior exists with the OOB form. The tile shows three of the four fields only, and it does not show the field labels, only icons. These tiles closely resemble those that appear in Outlook.

    Hierarchy Tile View

    Are we losing this function with UCI? Is there a workaround? Data without labels ⇒ useless.

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    Patrick Wright, MCSE
    Senior CRM Administrator
    Cherry Bekaert LLP
    Richmond VA
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    Conference-CRMUG_200x200


  • 2.  RE: UCI & Hierarchy Tile Form (Quick View Form)

    TOP CONTRIBUTOR
    Posted 4 days ago
    I saw in another thread about filtering views that @Donal McCarthy and @Jill Vazquez are finding new goodies in the 2020 W1. Any chance my hierarchy tiles are part of the fixes in this wave? Thanks.​​

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    Patrick Wright, MCSE
    Senior CRM Administrator
    Cherry Bekaert LLP
    Richmond VA
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    Conference-CRMUG_200x200


  • 3.  RE: UCI & Hierarchy Tile Form (Quick View Form)

    TOP CONTRIBUTOR
    Posted 4 days ago
    @Patrick Wright, MCSE I just checked and I am still seeing that error before the hierarchy tiles load :( ​

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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    Conference-CRMUG_200x200


  • 4.  RE: UCI & Hierarchy Tile Form (Quick View Form)

    TOP CONTRIBUTOR
    Posted 4 days ago
    Shucks! Thanks for checking for us.

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    Patrick Wright, MCSE
    Senior CRM Administrator
    Cherry Bekaert LLP
    Richmond VA
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    Conference-CRMUG_200x200


  • 5.  RE: UCI & Hierarchy Tile Form (Quick View Form)

    Posted 4 days ago
    Hi Patrick,

    I just now checked it in an environment with 2020 Release Wave 1 and confirm that the error is still there when you initially open the quick view form and it goes away in a second. Also there are no labels but there are icons related to the information. One thing I noted is when you move cursor over the icon it shows account name, instead it would be helpful if it shows field name.

    I would be suggesting this feature of showing field name when we move cursor to MS team and hopefully it should be included in 2020 Wave 2.

    I hope this was helpful. Let me know if you have some different thoughts.

    Thanks
    Jay


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    JayBuddhdev
    https://www.powerappsd365.com
    ReginaSKCanada
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    Conference-CRMUG_200x200


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