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Microsoft Dynamics CRM (Archived)

Portals: Start Web Form session from Entity Form possible?

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Posted on by 652

Hi,

my Portal user is logged in and looking at a record on an Entity Form.

Now he shall start a Web Form session to further work on this record.

Is it possible to start a Web Form session from that Entity Form?

That session shall be associated to that same record ID as from the Entity Form. 

Thanks for your thoughts.

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  • Suggested answer
    oliver.rodrigues Profile Picture
    4,052 on at

    yes, you can simply add a button/link through JavaScript in your Form

    and this will redirect the user to your Web Form page, passing the current record id

    your Web Form Step must be set to Edit

    if you want you can also set the Step through the query string

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