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unable to add a custom entity to the mobile app site map- help!

  • 1.  unable to add a custom entity to the mobile app site map- help!

    TOP CONTRIBUTOR
    Posted Jan 02, 2020 10:34 AM
    I've been trying to get a custom entity to show up on my mobile app and I cannot get it to work. I have noticed a few things while testing this out and if anyone has any feedback or tips that would be appreciated!

    I go to my power apps and open my Mobile app. I open the site map designer. I see all the other custom entities have been added already.
    However, I also noticed that when I open my site map the save and publish options are grayed out and I only see Published reflected, but I cannot select anything. This is when I was trying to add the entity to the site map under sales (where the other custom entities are reflecting).


    I see my entity added under the Entity View on the app designer but I can't add it to the site map. Is there a reason why?




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    Heather L
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  • 2.  RE: unable to add a custom entity to the mobile app site map- help!

    D365UG/CRMUG ALL STAR
    Posted Jan 03, 2020 08:34 AM
    Hi Heather,
    The publish will be grayed out unless there is a change to publish.  In order to add it to the sitemap, you would click on the + and add it to the appropriate area, group or sub-area.  Did you try that?  Once you click to add it, this section will open.  Populate it and then the save and publish buttons will be visible. Hope that helps!  Laura


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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
    ------------------------------



  • 3.  RE: unable to add a custom entity to the mobile app site map- help!

    TOP CONTRIBUTOR
    Posted Jan 03, 2020 08:45 AM
    Hi Laura,

    I was doing it the other way around- dragging it to the area on the site map. When I click on the + add this is what I get, I dont see the same options you do. What am I doing wrong? The entity is already showing on the main form under all other entities, I just need it pulled in on the site map so certain users can select sales or service and scroll over to select it. I was trying to add it from the site map and dragging it over so maybe I was attempting the wrong steps but selecting the + option I dont see what you do on your end.



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    Heather L
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  • 4.  RE: unable to add a custom entity to the mobile app site map- help!

    TOP CONTRIBUTOR
    Posted Jan 03, 2020 08:53 AM
    ok So I see what you are talking about Laura! however, its still grayed out! I went into the site map because I need to add it here under my other extensions and I see it but I can't save or publish! Its still grayed out. LATAM cases is what I need to add under my site map. I tried going to the + sign from here and I see the options now that Laura had on her screen, but I still can't save or publish. I dont understand what I am doing wrong?



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    Heather L
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  • 5.  RE: unable to add a custom entity to the mobile app site map- help!

    D365UG/CRMUG ALL STAR
    Posted Jan 03, 2020 08:58 AM
    Can you get rid of the blank things (New Group with nothing under it, New Subarea)? It can get funky when you have things like that in the SiteMap. Let us know if that helps at all!

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    Heidi Neuhauser
    Director, CRM Projects
    Reenhanced
    Green Lane PA
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  • 6.  RE: unable to add a custom entity to the mobile app site map- help!

    TOP CONTRIBUTOR
    Posted Jan 03, 2020 09:05 AM
    I had to exit and go back in because everything froze up on me. I removed the unnecessary stuff and added my LATAM Cases again and still nothing. It just stays grayed out. if I try to edit it or do anything I keep having to add entity back under the drop down. could it be a glitch?



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    Heather L
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  • 7.  RE: unable to add a custom entity to the mobile app site map- help!

    D365UG/CRMUG ALL STAR
    Posted Jan 03, 2020 11:55 AM

    Check your security role to make sure you have this green bubble: 



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    Heidi Neuhauser
    Director, CRM Projects
    Reenhanced
    Green Lane PA
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  • 8.  RE: unable to add a custom entity to the mobile app site map- help!

    TOP CONTRIBUTOR
    Posted Jan 03, 2020 01:35 PM
    thanks Heidi- so under system administrator I see I have those roles.



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    Heather L
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  • 9.  RE: unable to add a custom entity to the mobile app site map- help!

    D365UG/CRMUG ALL STAR
    Posted Jan 03, 2020 08:45 AM
    Make sure the desired entity is included in your SiteMap! Site map controls what you see and what you don't. :)

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    Heidi Neuhauser
    Director, CRM Projects
    Reenhanced
    Green Lane PA
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  • 10.  RE: unable to add a custom entity to the mobile app site map- help!

    TOP CONTRIBUTOR
    Posted Jan 03, 2020 08:54 AM
    ​​​Heidi- that is what I am trying to do :)

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    Heather L
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  • 11.  RE: unable to add a custom entity to the mobile app site map- help!

    Posted Jan 03, 2020 11:30 AM
    Honestly it sounds like a permissions issue.  Did anything change on your security roles?    Since it is a customer app, maybe double check the security role for access to it.

    Can you do it on another app?  (maybe create a test app and try the same entity)

    ------------------------------
    Beth Burrell , MCP - MCSE - MCT

    Wesley Chapel FL
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  • 12.  RE: unable to add a custom entity to the mobile app site map- help!

    TOP CONTRIBUTOR
    Posted Jan 03, 2020 01:36 PM
    I asked my IT guru and he said I have all permissions as system admin, so I just cannot figure it out!

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    Heather L
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  • 13.  RE: unable to add a custom entity to the mobile app site map- help!

    Posted Jan 03, 2020 01:45 PM
    Can you add any other random entity?   If the answer is yes, other entities can be added, ask your IT guru to darken the circle for kicks and grins to see if it works. I have seen odd behavior like that in the past.

    If all else fails, I would check with Microsoft cause it sounds like a bug..

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    Beth Burrell , MCP - MCSE - MCT

    Wesley Chapel FL
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  • 14.  RE: unable to add a custom entity to the mobile app site map- help!

    TOP CONTRIBUTOR
    Posted Jan 03, 2020 02:01 PM
    I cant add anything. it grays out and give me no options to save or publish or even come to life under the site map section. I'm thinking its a bug? Perhaps I will have my IT guy open a ticket with MS and have them take a look. Maybe its user error and I just can't figure it out! ha :)
    but I feel like it just freezes up and I can't do anything. I even tried to add a random entity under sales and it still freezes and wont even let me delete or anything, I have to close out each time.



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    Heather L
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  • 15.  RE: unable to add a custom entity to the mobile app site map- help!

    SILVER CONTRIBUTOR
    Posted Jan 06, 2020 02:44 AM
    Hi Heather,

    Strange that it is not letting you to add custom entity from app designer sitemape editor.

    Request you to please try from XRMToolBox plugin "SiteMap Editor".
    https://www.xrmtoolbox.com/plugins/MsCrmTools.SiteMapEditor/

    Let me know if it helps !

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    Bipin Kumar
    Avanade
    Hyderabad
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  • 16.  RE: unable to add a custom entity to the mobile app site map- help!

    TOP CONTRIBUTOR
    Posted Jan 06, 2020 10:25 AM
    I tried to open it but it is grayed out and I don't know how to access it?


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    Heather L
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  • 17.  RE: unable to add a custom entity to the mobile app site map- help!

    TOP CONTRIBUTOR
    Posted Jan 06, 2020 04:11 PM
    Update: everyone who was so helpful with advice- thank you! Microsoft is looking into this issue. I opened a ticket because I was leaning towards this being a bug. Even MS person wasn't sure why it wasn't giving me all options while in Sitemap.

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    Heather L
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