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Service | Customer Service, Contact Center, Fie...
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Customer service modern form

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Posted on by 17
Hi, 
 
I have implemented the modern control script from Microsoft which incorporates a side pane when opening a case in dynamics 365. 
I would like to know how I can edit the code of this function in order to not open up the side pane automatically when moving to a case. The users would rather have the side pane closed on navigation to a case and then be able to press the customer details side pane button in order to open it themselves. 
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Customer service modern form
    Hi,
     
    Has the issue been solved?
    Have there been any updates? Please feel free to ask me if you have any questions!
    If it has been resolved, can you mark the response as an answer?
     
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Customer service modern form
    Hi,
     
    According to the official documentation.
    You need to add the key-value pair isSelected : true to the parameter when creating a side pane using /Xrm.App.sidePanes.createPane(paneOptions)/.
    This way, the side pane created will not open automatically when the users enter the case record.
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me .
     
    Best Regards,
    Dengliang Li
     

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