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how to create dialog in UCI

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Posted on by harish c

Hi Experts ,

I have custom button (Disqualify Lead) that calls html web resource(as shown below ) on classic mode which is working as expected .

However it is not working on UCI mode as dialogs got deprecated . Is there a supported way on UCI where i can implement the similar feature that capture the html fields data back to the CRM form on click of "OK" button . Appreciate your response on this .

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Marco.P 2,405 on at

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Hi,

you can use Xrm.Navigation.navigateTo and as entitytype web resource.

Please refer to this:

https://carldesouza.com/using-the-new-modal-dialog-to-open-forms-in-dynamics-365-using-xrm-navigation-navigateto/

Hope it helps,

Marco

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harish c 35 on at

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Hi ,

I have tried all the mentioned blog before posting the question in community .However i would need to pass html fields data back to lead form and close the page automatically which is not working . appreciate if you are aware of how to implement this ?

Thanks in advance.

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Marco.P 2,405 on at

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I haven't tried it yet, but this is what i would do:

1) try to pass the id of the record to the web resource

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-navigation/navigateto

HTML web resource

The object contains the following attributes:

pageType: String. Specify "webresource".

webresourceName: String. The name of the web resource to load.

data: (Optional) String. The data to pass to the web resource.

2) Inside the web resource add a button and perform an update with the webresource filled in fields

3) On callback (Xrm.Navigation.navigateTo(pageInput,navigationOptions).then(successCallback,errorCallback)) add a refresh page function (so when a user will close de dialog you will be able to see the updated field

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a33ik 84,331 Most Valuable Professional on at

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Hello,

I described potential ways on how to Close dialog that is being opened in my post - butenko.pro/.../

I work on video on how to create dialogs for UCI interface that includes passing parameters to dialog and getting the results of the back back so if you don't want to miss it - subscribe to my twitter/blog/youtube channel.

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harish c 35 on at

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Hi Andrew,

Thanks for the post . Looking forward for the video on how to create dialogs for UCI interface that includes passing parameters to dialog and getting the results back .

I have one question related to the getting lead id and pass the same to the navigate function as shown below :

currently am getting lead id in classic approach which is working fine . Do you know the alternate way of getting the lead id as xrm.page is unsupported in UCI mode ? Appreciate your help on this .

var id = Xrm.Page.data.entity.getId();

var pageInput = {

pageType: "webresource",

webresourceName: "testribbon",

data: encodeURIComponent(id)

}

I have tried below method to retreive lead id . However i did not see any method that has lead id .

Any help is highly appreciated .

var queryString = location.search.substring(1);

var params ={};

var queryStringParts = queryString.split("&");

for(var i=0; i< queryStringParts.length; i++) {

var pieces = queryStringParts[i].split("=");

Regards,

Harish Ch

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Marco.P 2,405 on at

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Hi,

this should work:

//Get the form context

var formContext = executionContext.getFormContext();

//Get the current Record Guid

var recordGuid = formContext.data.entity.getId();

Anyway if you're calling the webresource from a custom button, using ribbon workbench you can pass the record id directly to your function. Just pass FirstPrimaryItemId or FirstSelectedItemId (for subgrid).

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harish c 35 on at

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Hi ,

Unfortunately firstprimaryitemid did not worked . After exploring , primarycontrol argument worked fine.

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Marco.P 2,405 on at

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Hi Harish,

Any news? Did you try the proposed solutions?

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PhuocLV 347 on at

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Did you looking this OOB dialog ?

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