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Open custom form using custom button

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Posted on by xtian

Here's my scenario:

I have two custom entity, Vehicle and Drive.

When I open a Vehicle record, I want to have a button on top of the form. When I click the said button it will open the Drive form and should auto populate some fields from Vehicle.

Please guide me on how to achieve this.

Thanks in advance.

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xtian 5 on at

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RE: Open custom form using custom button

Thank you Wahaj!

I will go through the articles you have provided.
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Wahaj Rashid 11,321 on at

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RE: Open custom form using custom button

Hi,

Thank you for your query.

You can add a button using Ribbon Workbench and bind a Java Script command to open the form.

Here is how you can add a ribbon button and javascript action:

Creating a Ribbon Button Using Ribbon Workbench to call a JavaScript action · BGBS Portal (briteglobal.com)

In your JavaScript function, call Xrm.Navigation.openForm to launch the new form, to set fields, data can be passed as form parameters:

openForm (Client API reference) in model-driven apps - Power Apps | Microsoft Docs

Set field values using parameters passed to a form (Developer Guide for Dynamics 365 Customer Engagement) | Microsoft Docs