How to show related record’s form in parent form

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I am Rameswar Datt, Microsoft Dynamics CRM Technical Consultant. I've been working with CRM for two years and would like to share my experience with you here, maybe it helps you.

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Rameswar Datt Kamakolanu

14 Apr 2010 7:27 AM

Comments 6

One of my friends was asking how to show related record’s form in its parent form. For e.g. you may want to show primary contact’s form in account form, instead of forcing the user to open the contact form to see the details.

Let’s see an example. As soon as user selects a primary contact from lookup, we populate contact form in an iframe in account form.Here are the steps to achieve this functionality:

Add an iframe in account form & name it IFRAME_primarycontact
Write following code in onChange event of the Primary Contact Lookup & onLoad event of the form:

var iframe = document.getElementById('IFRAME_primarycontact');
if (document.getElementById("primarycontactid").DataValue != null && document.getElementById("primarycontactid").DataValue.length > 0) { var contactId = document.getElementById("primarycontactid").DataValue[0].id;
iframe.src = window.location.href.replace(window.location.pathname, "/<org-name>/sfa/conts/edit.aspx?id=" + contactId + "&hideNav=true");
}
else { iframe.contentWindow.document.body.innerHTML = "<i>Select Primary Contact</i>";}

Click here for preview

We are almost done! The selected contact will now be shown in the iframe. If you want to hide the left navigation pane and top tool bar in contact form, perform following steps:

Write following script in onLoad event of contact form:

queryString = location.search;if(queryString.indexOf("hideNav=true") != -1){ areaFormDiv = document.getElementById('areaForm'); mainTable = areaFormDiv.parentElement.parentElement.parentElement.parentElement; mainTable.deleteRow(0); // delete top nagivation pane mainTable.rows[0].deleteCell(0); // delete left navigation pane mainTable.rows[0].cells[0].colSpan = 2; // span the cell to the entire row}

Click here for preview

Happy Programming!

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Comments

Anonymous

23 Apr 2010 9:03 AM

Wow!Thanks Rameswar Datt, I am strougling for this issue from last one 1week onwards, now i could able to do it.really it could be great help to me...
Anonymous

23 Apr 2010 9:37 AM

I’ve often said that I really only do blogs to keep track of projects and learnings for myself.Thanqs ram
Anonymous

23 Apr 2010 9:49 AM

heay ram,some issues migt not be possible, but it seems possible,yep thanks
Anonymous

23 Apr 2010 3:34 PM

Good work Ram.....Keep posting good articles....
Anonymous

27 Apr 2010 6:00 AM

Ram, could you please let me know how to Distribute the CampaignActivity into the WindowsApplication...Thanks
Anonymous

14 May 2010 1:51 AM

I am having an issue while importing my customizations into Production CRM server. I developed a custom entity in my Development server which is having update rollup 10 and now I tried to import those customizations into Production server which is having an Update Rollup 5. After uploading the file, when I tried to import it is throwing a popup with a message title: "Unable to Import or Import failed" and "None" inside the popu body.this is not related to this blog but could you please look into exception but we have a high priority issue with this....Thanks

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How to show related record’s form in parent form

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How to show related record’s form in parent form