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Microsoft Dynamics CRM (Archived)

Navigating through a Case and click on code links

Posted on by 1,530

The problem that my users are having with navigating through a case and clicking on a code link is that they are having problems getting back to the original case they were working on.  If a user click on a code link the link will take them to a different form.  

What I would like to do is add to the case a column called Edit Date with the time.  By having the Edit Date will help the user with selecting the correct case they were originally work on.

Why question is how to update a case before the case is in edit mode on the form.

Should I use javascript or plugin.  And does anyone have an example or is there a better way in do this.

Example:  Click the Project Type in the below image

3480.Case.JPG

Within the Project Type form  I click on Regulatory > Cases

ProjectType.JPG

Now I am able to see of of the active Case Associated View

CaseAssociated.JPG

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  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Navigating through a Case and click on code links

    Hi,

    This is somewhat of a know issue.

    If you are inside of a dialog and you don't see the X in the top right hand corner of the command bar (which will close the current form, and navigate back to the previous form page), you can use the ALT+LEFT ARROW key on the keyboard to get to the last page.

    Hope this helps.

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