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How to create a quick edit dialog/form/sidepanel that opens in a view?

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Posted on by iris.120496

Hi all,

In our dynamics 365 CRM system, certain users do a lot of manual data updating. We want to create a "quick edit" dialog screen/form or a sidepanel for them, so that they can quickly edit the records from the view they're using without having to leave the record view.

For example a contact view:

They should be able to have an option in the ribbon or by clicking on the record (don't know how exactly yet) to open a dialog or sidepanel to quickly edit a subset of fields that are often edited for the specified record. Then they should be able to save/close this dialog, the record should be updated with their changes and they should be able to navigate to another contact in the view and repeat.

Is this possible and how? I've been trying to figure it out, but I'm not that experienced with dynamics 365/power apps yet.

Thank you!

Kind regards,

Iris

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Eiken on at

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RE: How to create a quick edit dialog/form/sidepanel that opens in a view?

Hi,

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Suggested answer

Eiken on at

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RE: How to create a quick edit dialog/form/sidepanel that opens in a view?

Hi,

I have found a solution that we can open a dialog on view with Ribbon Workbench.

Firstly you need to create a button on view and set the JS action and rule. The following link show the details about it, you can also download the Ribbon Workbench if you didn't use it before.

Get Selected Record Information From Main View Or A Subgrid In Dynamics 365 | Passion Dynamics (passion4dynamics.com)

When you add the Command, please use the following Js code

function run(selectedItems)

{

var selectedItem = selectedItems[0];

var pageInput = {

pageType: "entityrecord",

entityName: "crd9d33_test_table",

entityId:selectedItem.Id

};

var navigationOptions = {

target: 2,

height: {value: 80, unit:"%"},

width: {value: 70, unit:"%"},

position: 1

};

Xrm.Navigation.navigateTo(pageInput, navigationOptions).then(

function success() {

// Run code on success

},

function error() {

// Handle errors

}

);

}

Save the code in the Library and choose it. Then clicl publish.

Now I can open the record dialog on view by select the record and click the button.

Please let me know if you have any problems.
iris.120496 15 on at

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RE: How to create a quick edit dialog/form/sidepanel that opens in a view?

Hi Eiken,

Thank you for your help, this would be a great solution if it didn't also concern fields with a 1:N relationship to the record. We have a custom table with work history for example, which also has to be update in this way for contacts, but you can add multiple work history lines to a single contact.

Kind regards,

Iris
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Eiken on at

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RE: How to create a quick edit dialog/form/sidepanel that opens in a view?

Hi,

There are no OOTD solutions to open quick edit form on the view but we can use the control to make the view editable.
This control will also meet your needs and is easy to use.

Please refer to the following link to add Editable grid control.

Dynamics 365: Make a View Editable (In-Line!) - The Marks Group | Small Business Consulting | CRM Consultancy

Now, I can edit the records directly on view.

To edit more fields on the view, you can add the columns shown on the view