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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Open custom form using...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Open custom form using custom button

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Posted on by xtian 5

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.

I have the same question (0)
  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at

    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

      

  • xtian Profile Picture
    xtian 5 on at

    Thank you Wahaj!

    I will go through the articles you have provided.

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