Creating a custom activity record - how to default open in new tab

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Posted on by epark06

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From the activities pane, when creating a new custom activity record (or email or appointment), I wan't to automatically open the new record in a new tab or window so that I don't have to leave the parent record. Is this possible?

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Mahendar Pal 45,095 on at

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Not possible at this point, you can't customise activity pane at this point at least in supported way. Only supported workaround could be open these activities using associated view or using custom ribbon button.

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Adrian Begovich 1,027 Moderator on at

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Hi LearningCRM,

I do not think this is currently possible. However, I think that a custom ribbon button with JavaScript to open the new record is a great alternative.

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epark06 1,328 on at

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Thanks for the suggestion. Could you guide me as to how to do this via javascript?

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Mahendar Pal 45,095 on at

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IF you are looking for adding ribbon button, please check my old post here: http://himbap.com/blog/?p=1722

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SCV 1,004 on at

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You can create a javascript function and use the Xrm.Utility.openEntityForm (check here: msdn.microsoft.com/.../jj602956.aspx) to open the new activity record form. You can use the current record’s id as a parameter and pass to the above method so the regarding object of the new activity form will be populated.

Check here to see how to pass parameters to the above method:

msdn.microsoft.com/.../gg334375.aspx

Call your javascript function from the a ribbon button.

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Community Member on at

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Not Possible Out of the box. You may use Web Resource with links to create forms for each type of custom activity you want. Or create custom ribbon buttons for each activity type.

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