Set a lookup value to open in a new window or new tab.

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Posted on by whatup

200

I am assuming I will need JS for this so could someone help me develop a web resource that targets a lookup and opens the lookup record in a new widow or tab on click.

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Alex Fun Wei Jie 33,628 on at

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Hi

first learn how to create a button and associate to a JS inside a form.

[View:http://himbap.com/blog/?p=1473]

Next, learn how to get lookup id and entity name

[View:https://arunpotti.wordpress.com/2014/12/19/get-lookup-id-text-entityname-in-crm-using-javascript/]

After that, learn how to get field type

[View:https://msdn.microsoft.com/en-us/library/gg334266.aspx#]

finally, learn how to open record

[View:https://msdn.microsoft.com/en-us/library/jj602956.aspx#BKMK_OpenEntityForm]

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whatup 200 on at

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So I am not using a button I am using the actual lookup value it’s self. I am agile to target the value and open the record. I tested it by opening another lookups record using another lookups value. The only thing I can’t get working is the new window part and I followed what Microsoft recommends.

Any ideas? I will post the code tomorrow.

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whatup 200 on at

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function openLookupNewWindow(){
$("#customerid").children().find("span.ms-crm-Lookup-Item").click(function(){
var options = {openInNewWindow: true};
var type = Xrm.Page.getAttribute("ic_regardingorganizationid").getValue()[0].id;
Xrm.Utility.openEntityForm("account", type, null, options);
});
}

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Alex Fun Wei Jie 33,628 on at

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Hi,

from the code you shared, it seems you are using unsupported code, are you sure you want to do it that way, it could be not working after you migrate to next version in future.

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whatup 200 on at

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I will do it like this for now and possibly migrate the code to an inline button once its working. Still I am unable to open in a new window... Does my code look correct?

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Alex Fun Wei Jie 33,628 on at

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Hi ,

i double check my code, it is working as expected. The below is my code.

function SetHyperlink()
{
var currentControl = Xrm.Page.ui.getCurrentControl();

if (currentControl == null)
{
alert("No controls currently have focus.");

}

else
{

if (currentControl.getControlType() == "lookup")
{
var controlname = currentControl.getName();

var controlvalue = new Array();
var EntityType ="";
var id= "";

controlvalue = Xrm.Page.getAttribute(controlname).getValue();

if(controlvalue !=null)

{

EntityType = controlvalue[0].entityType;
id = controlvalue[0].id;
var windowOptions = {openInNewWindow: true};
Xrm.Utility.openEntityForm(EntityType,id,null,windowOptions);
}
else
{
alert("Lookup field does not contain value, Please provide a value");
}

}
}
}

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Preeti Sharma 2,678 on at

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Hi,

Please chek below link:

crmpolataydin.wordpress.com/.../crm-2013-open-entity-form-in-new-window-by-javascript

Thanks:)

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