Microsoft Dynamics CRM (Archived)

How to capture the record URL in a field?

(0) Share

Report

Posted on by Community Member

Hi,

Is there a way to capture the lead/contact URL in a field on the respective lead/contact form?

*This post is locked for comments

I have the same question (0)

All responses (11)

Answers (3)

LMP 680 on at

Like (0)

Report

Hi this is possible using a JavaScript.

Create a function that gets the ID of the current record. Then concatenate that ID to the URL of your crm environment.

After that put that concatenated URL to the field on your form.

You can visit the sites below for more info.

msdn.microsoft.com/.../gg334720.aspx

msdn.microsoft.com/.../gg328483.aspx

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thanks, but i am not a programmer or coder, is there a way to do this without a Java script?

Was this reply helpful? Yes No
Verified answer

PS 23,577 on at

Like (2)

Report

Create a field of type single line of text with format = URL on lead/contact (I am calling it URL)

Now create a real time workflow

Trigger when>>record is created

Entity>>Lead or Contact

Steps/Actions>>Update Lead/Contact>>Set properties>> URL = Record Dynamic URL

You can find it in the workflow designer right hand side selection/drop down

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thanks Prashant, this is what I was looking for. But is there a way to have this for all my existing leads/contacts apart from newly created ones?

Was this reply helpful? Yes No
Verified answer

LMP 680 on at

Like (0)

Report

Set the workflow as an on demand workflow. Then select the records you want to update > workflow > select the workflow you created.

Was this reply helpful? Yes No
Verified answer

PS 23,577 on at

Like (0)

Report

As LMP said, you can initially set the workflow as on demand and update your existing records.

Later you can have it for new records only by unchecking the on-demand check box

Was this reply helpful? Yes No
Community Member on at

Like (1)

Report

Awesome, Thanks LMP

Was this reply helpful? Yes No
Community Member on at

Like (1)

Report

It worked, thanks

Was this reply helpful? Yes No
mosi 5 on at

Like (0)

Report

wow

tnx

Was this reply helpful? Yes No
ChaMere 5 on at

Like (0)

Report

Hi Prashant!

What would this look like in the current landscape?

I am trying to replicate this, but obviously there are no more workflows and I can't find a way to get the desired result.

Sorry if it's a dumb question, I am a total Power Platform novice.

Was this reply helpful? Yes No