The TSS Match Display entity presents matching records in a grid, allowing the user to view and, optionally, merge them. The entity must be modified to display the Match Display option on the Settings ribbon, and two libraries and an event handler must be added to the Match Display form.
To modify the TSS Match Display entity
In a browser, open CRM and select one of the following:
If you are using a separate solution for customizations as described in Creating a Solution for Trillium Quality for Dynamics Customizations, select Settings > Solutions and select the solution.
If you are not using a separate solution for customizations, select Settings > Customizations > Customize the System.
Select Entities > TSS Match Display.
On the General tab, under Areas that display this entity, enable Settings.
Click Save to save your changes.
Expand the TSS Match Display entity, click Forms and open the TSS Match Display’s Main Information form.
Click Form Properties on the ribbon. The Form Properties window opens.
Under Form Libraries, click Add. The LookUp Record window opens.
In the Search field, enter tss and click Start Search.
Select tss_duplicatepopup_loader.js (remember to select with the checkmark, not by clicking on the library name) and click Add. The LookUp Record window closes.
In Event Handlers select:
Control: Form
Event: OnLoad
Click Add. The Handler Properties window opens.
Do the following:
Ensure that the tss_duplicatepopup_loader library is selected.
In the Function field type tss$FormLoad.
Select Pass execution context as first parameter.
Click OK to close the Handler Properties window. The tss$FormLoad function is added. Click OK to close the Form Properties window.
In the form editor, click Save, click Publish, and close the TSS Match Display Main form window.