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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to open a pre-popu...
Microsoft Dynamics CRM (Archived)

How to open a pre-populated form to create a record in Crm 2011 using Javascript

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Posted on by Community Member

Hi,

I have a requirement where on save of an Account record, a new  Account form should open in a new window to create a new Account record and when the form opens its fields should be pre populated with values on the previous form(i.e the record we created before this form opened) using Javascript. How can I do that ? 

Can someone help me with a piece of code?

Thanks

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  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello Bob,

    Here is MSDN article that describes feature you want to implement - msdn.microsoft.com/.../gg334375.aspx

  • Verified answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hello Bob,

    Here is sample code , you need to registered the function "OnSaveAccount" in Account entity onsave event.

            function OnSaveAccount() {  
            Xrm.Page.data.save().then(successSubmitCallback, errorSubmitCallback);
        }
        function successSubmitCallback() {
            var parameters = {};
            var windowOptions = {
                openInNewWindow: false // You can open in a new window . False means its just redrect to new form
            };

            parameters["name"] = Xrm.Page.getAttribute("name").getValue(); // pass parameter getting from current account attribute
            parameters["accountnumber"] = Xrm.Page.getAttribute("accountnumber").getValue();// pass parameter getting from current account attribute

            window.parent.Xrm.Utility.openEntityForm("account", null, parameters, windowOptions); // Open new creation form
        }
        function errorSubmitCallback() {
            alert('Error Occurred');
        }


  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Goutam,

    I don't think that any of Xrm.Page.data.save() or Xrm.Utility.openEntityForm() were available in CRM 2011. Correct me if I'm wrong.

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