Microsoft Dynamics CRM (Archived)

Open related form in account with case form using subgrid

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Posted on by Shakti Singh Rajput

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Scenario is: -

I have 2 account form A and B and 2 case form i.e. C and D.

I also have a sub grid of associated case in account form.

I want to do that if account form A is open and i want to add a new case in account form A then open only case form C and for account form B open case form D form associated case subgrid.

How can i do this?

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gdas 50,091 Moderator on at

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Hi Shakti ,

Go to ribbon workbench with a test solution entity Case .

Go to sub grid area of Incident entity in the ribbon workbench and hide OOB Add new button and create new custom add new button and register below function in action method.

function OpenCaseFormBasedOnAccoutFormID() { var formId = Xrm.Page.ui.formSelector.getCurrentItem().getId(); if(formId == "GUID of FROM A") { var parameters = {}; parameters["formid"] = "70fa962b-7151-4b07-9031-6b5b53f9aeef"; //replace Form C ID Xrm.Utility.openEntityForm("incident", null, parameters, null); } else (formId == "GUID of FROM B") { var parameters = {}; parameters["formid"] = "70fa962b-7151-4b07-9031-6b5b53f9aeef"; // replace Form D ID Xrm.Utility.openEntityForm("incident", null, parameters, null); } }

Hope this helps.

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Shakti Singh Rajput 958 on at

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Thanks Das,

In which entity i have to use this solution in account or case?

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gdas 50,091 Moderator on at

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off course in Case entity as subgrid is for case entity.

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Shakti Singh Rajput 958 on at

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But if i choose case entity then how can i add a custom button in sub grid of case because that subgrid is in account form.

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gdas 50,091 Moderator on at

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You are adding add new button in the subgrid of case entity. So open case entity in ribbon workbench and go to subgrid area of ribbon and add new button there button will show anywhere in the case subgrid no matter in which form subgrid will display.

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Shakti Singh Rajput 958 on at

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In above screenshots i am successfully create a button in subgrid and add action of javascript, but it not works. You can see in subgrid of case, and i did also hide the OOB button but after that also it not works at all.

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gdas 50,091 Moderator on at

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The button is not showing ?or the function is not calling?

Seems something you are missing , try to fill all the required information in the ribbon , you can also compare with OOB add new button and fill all the option in the ribbon workbench.

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Shakti Singh Rajput 958 on at

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Both the button is not visible and don't know about function calling.

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Shakti Singh Rajput 958 on at

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function OpenCaseFormBasedOnAccoutFormID() {

var formId = Xrm.Page.ui.formSelector.getCurrentItem().getId();

if(formId == "8448b78f-8f42-454e-8e2a-f8196b0419af")

{

var parameters = {};

parameters["formid"] = "4a63c8d1-6c1e-48ec-9db4-3e6c7155334c"; //replace Form C ID

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

}

else (formId == "b65155fd-e879-4b08-917f-6ff98c465cde")

{

var parameters = {};

parameters["formid"] = "567a78c8-8b40-4dc9-b423-8074c38ce14f"; // replace Form D ID

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

}

}

This is the code of your with customization.

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gdas 50,091 Moderator on at

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Hi Shakti ,

Please refer below , hope this helps.

www.inogic.com/.../hide-add-button-on-a-subgrid-by-applying-custom-javascript-rule

Code is find only you need to add window.parent -

var formId = window.parent.Xrm.Page.ui.formSelector.getCurrentItem().getId();

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