Open a new form on click of a button

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Hello everyone!

I have a requirement where on the click of a button on the phone call form, a new form should open up. This new form is of Member.

Also the value of provider, which a look up must be passed on to the new form.

But i am not getting the desired result. if you could help me.

function OpenMemberCallNote()
{

alert("Opening Member Call note Form");

var parameters = {};
var callnote = Xrm.Page.getAttribute("pomco_callnote").getValue();
parameters["pomco_callnote"] = callnote;

var Provider = Xrm.Page.getAttribute("pomco_provider").getValue();
parameters["pomco_providerid"] = Provider[0].id;
parameters["pomco_provideridname"] = Provider[0].name;
parameters["pomco_provideridtype"] = Provider[0].entityType;

Xrm.Utility.openEntityForm("pomco_membercallnote",null,parameters);
}

I am only able to pass call note in the parameter. But as soon as I try to pass provider, it is throwing an error.

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BharatPremji 2,485 on at

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Hi Darshani,

What error are you getting?

Could you not achieve this functionality using out of the box mapping?

Bharat

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Community Member on at

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I am not able to map this functionality using out of the box mapping because this is a custom button created. The problem lies with the passing of lookup value as a parameter. As soon as i try doing that it throws an error. Else, the form opens. I am able to pass multi-line text as well. Only not able to pass lookup.

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BharatPremji 2,485 on at

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Hi Darshani,

I managed to get it working for a lookup from the Invoice entity and opened the contact form by using this code:

function openContactForm() {

var parameters = {};

parameters["jobtitle"] = "IT Manager";

var customer = Xrm.Page.getAttribute("customerid").getValue();

if (customer != null) {

var customerId = customer[0].id;

customerId = customerId.replace('{', '').replace('}', '');

parameters["parentcustomerid"] = customerId;

parameters["parentcustomeridname"] = customer[0].name;

parameters["parentcustomeridtype"] = "account";

Xrm.Utility.openEntityForm("contact", null, parameters, true);

}

}

So the customerid field is from the Invoice record and the parentcustomerid field is on the contact record.

From reading a few posts online I think you need to change your function to this:

function OpenMemberCallNote() {

alert("Opening Member Call note Form");

var parameters = {};

var callnote = Xrm.Page.getAttribute("pomco_callnote").getValue();

parameters["pomco_callnote"] = callnote;

var Provider = Xrm.Page.getAttribute("pomco_provider").getValue();

if (Provider != null) {

var ProviderId = Provider[0].id;

ProviderId = ProviderId.replace('{', '').replace('}', '');

parameters["pomco_providerid"] = ProviderId;

parameters["pomco_provideridname"] = Provider[0].name;

Xrm.Utility.openEntityForm("pomco_membercallnote", null, parameters);

}

}

The following line is not needed if the lookup is for a single entity:

parameters["pomco_provideridtype"] = Provider[0].entityType;

The reason I needed it in my function is that the parentcustomerid can be an Account or a Contact

Hope that helps

Bharat

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TNS 1,197 on at

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Hi...

Try like this...

//code written in phone call

function OpenMemberCallNote()

{

alert("Opening Member Call note Form");

var parameters = {};

var callnote = Xrm.Page.getAttribute("pomco_callnote").getValue();

parameters["pomco_callnote"] = callnote;

var Provider = Xrm.Page.getAttribute("pomco_provider").getValue();

parameters["pomco_providerid"] = Provider[0].id;

parameters["pomco_provideridname"] = Provider[0].name;

parameters["pomco_provideridtype"] = Provider[0].entityType;

Xrm.Utility.openEntityForm("pomco_membercallnote",null,parameters);

}

//code to be written in member

function tests()

{

var x= Xrm.Page.context.getQueryStringParameters();

var t= new Array();

t[0]= new Object();

t[0].id=x["pomco_providerid"];

t[0].name=x["pomco_provideridname"];

t[0].entityType=x["pomco_provideridtype"];

Xrm.Page.getAttribute("attribute name of lookup").setValue(t);

}

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Sayhaitokumar 7,042 on at

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Hello Darshini,

Read the below blog you may get some idea.

ashwaniashwin.wordpress.com/.../xrm-utility-open-entity-forms-and-html-webresource-in-dynamics-crm-2011

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Community Member on at

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Thanks for the reply, I tried doing this but still getting the same error!

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Community Member on at

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Thanks for the reply, but still the error remains.

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BharatPremji 2,485 on at

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Hi,

Can you confirm which fields are on your phone call entity and which are on the entity you are trying to open?

Bharat

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TNS 1,197 on at

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Hi..

The code you have given it's correct ...can you show the code which you have written on the second form(Member form) which you want to open.....

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This is the code on the Phone Call entity:

function OpenMemberCallNote()

{

alert("Opening Member Call note Form");

var parameters = {};

var callnote = Xrm.Page.getAttribute("pomco_callnote").getValue();

parameters["pomco_callnote"] = callnote;

var Provider = Xrm.Page.getAttribute("pomco_provider").getValue();

alert(Provider[0].id);

alert(Provider[0].name);

alert(Provider[0].entityType);

parameters["pomco_provider"] = Provider[0].id;

parameters["pomco_providername"] = Provider[0].name;

parameters["pomco_providertype"] = Provider[0].entityType;

Xrm.Utility.openEntityForm("pomco_membercallnote", null, parameters);

}

And this is the code on the member:

function tests()

{

var x= Xrm.Page.context.getQueryStringParameters();

var t= new Array();

t[0]= new Object();

t[0].id=x["pomco_provider"];

t[0].name=x["pomco_providername"];

t[0].entityType=x["pomco_providertype"];

Xrm.Page.getAttribute("pomco_provider").setValue(t);

}

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