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How to link modal form to the parent form

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Posted on by NEWGuy

355

Hi,

I have created a custom button and placed it on Dashboard sub-grid of Entity1, On click of that button I am opening a new form of Entity2 but I could not link them both on Save&Close of the Entity2 Form. There is no link in between both the entities.

I tried retrieving the Id of the selected record from the view and updating on Save&Close of the form(which opens on button click)

Is there any way we can relate both Entity1 and Entity2 so that I need to update Entity1 fields on Create of Entity2 record? Please see the code I have used to open the form and suggest me. Thanks for your help!!

Xrm.Navigation.navigateTo({pageType:"entityrecord", entityName:"new_entity2", formId: "3EA65162-956E-4C11-B65D-5183FD891656", formType:2}, {target: 2, position: 1, width: {value: 50, unit:"%"}});

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NEWGuy 355 on at

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RE: How to link modal form to the parent form

Hi R@y,

Thank you for your time in answering to my query above. By adding 'CreateFromEntity' and 'Relationship' I managed to get the expected output. Many thanks for your help on this.
Ray 1,505 on at

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RE: How to link modal form to the parent form

Hi,

navigateTo() method has a parameter callered: createFromEntity, you can use this parameter.

sample link should be like this:

Xrm.Navigation.navigateTo({pageType:"entityrecord", entityName:"new_entity2", formId: "3EA65162-956E-4C11-B65D-5183FD891656", createFromEntity:{entityType:"new_entity1", id:"9b998990-c416-ed11-b83f-00224856d931", name:"DisplayName"}}, {target: 2, position: 1, width: {value: 50, unit:"%"}});