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I am developing a model driven app on D365 CE version 9 using UCI.
Customer has requested a “shortcuts” page that will allow the user to quickly navigate to a blank create form (depending on the image/link selected). This HTML page will be a “main page” in the app and have 3-4 links to different forms that the customer wants it o be able to access to create new records.
I am able to create a HTML web resource with links to the URL of the forms that are required. However, when the link is clicked, the form is loaded in a new window.
On mobile, this is a poor user experience because it causes the mobile device to exit the app and attempt to load the form in a mobile web browser (eg on iPhone it attempts to open form on Safari).
On a PC or Mac, this is a poor user experience because when the user clicks a link on the HTML resource, it opens a new window that loads the Classic Web experience. In other words, it doesn’t open in the same UCI app
Questions for the community:
How the HTML web resource so that when the user clicks the link to a form, it causes the UCI app to navigate to the form in the same window (versus opening in a new window?)
The app is being developed in a DEV environment and it will be packaged as a managed solution and applied to the target environments for testing and production. No customization will be performed in those target environments - only DEV. Need to avoid dependencies such as instance-specific GUIDS.
Unfortunately you cannot use popup on mobile app.
Work around would be, you can create different "create forms" for tge entity as per your requirement instead of HTML separately. If you want to use HTML in the create forms then you can embed the HTML inside iframe of the forms.
Actually, I found out to get it work.
Previously, the HTML resource was simply using the URL for the form... which was causing the form to open in a new window (in the classic web format instead of UCI) on PC browser, and on the Dynamics 365 app it would cause the app to exit and attempt to load the form in a mobile web browser.
My intention Is for the user to click the link and it simply opens the form in the same window without leaving the UCI app.
To get it to work correctly, here is what I did:
a) In the HTML web resource, I refrrenced the GetGlobalReference library.
The function called on click uses Xrm.Navigation. In this case, I used the Xrm.Navigation.openForm method.
This was successful.
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