This might be too complex, but in my environment I have Account Types and Contact Types, I would like to customize a button to automatically populate these fields.
For example, I have two types of contacts, one is known just as "contact" and the other one is "participant". I would like to have buttons called Add Participant and Add Contact to pre-populate the field Contact Type.
Is it possible to do that through the Ribbon Workbench?
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Hi Lucas,
have a look at the openEntityForm function - that's, likely, what you need:
msdn.microsoft.com/.../jj602956.aspx
If you pass null for the record id, it'll bring up a "create" form. You can pass formid through the parameters. And you can pass type value through the parameters as well.
There are examples there, but it would look more or less like this:
var parameters = {};
parameters["formid"] = "<FORM ID>";
parameters["new_contacttype"] = 100000000;
Xrm.Utility.openEntityForm("contact", null, parameters);
I see I can add the Java Script function to the button, but how do I add action to a button to call the function to create a new record (in this case a new contact) and pull up the right form and then populate the field (Contact Type)?
Hi Lucas,
You could create the two buttons so that they trigger a JavaScript function. You will have two versions of the same function to be fired based on which button is clicked. Every time either button is clicked, the relevant function will be executed to set the field value.
Have a look at this example:
stackoverflow.com/.../javascript-ms-dynamics-crm-2016-changing-value-of-option-set-field-using-conf
You can add the buttons by editing the customisations ribbondiff xml easily.
Hope this helps! Please click "yes" if you found this response helpful.
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