Save in dynamics 365

(0) Share

Report

Posted on by Sumaira Noor

1,075

Hello Community Experts,

There is an issue which one of the client is facing, the issue is, A user has an entity and a tab where in the tab there are few links embedded in it which navigates to various records in the CRM.

When the user clicks link, changes the record and click save, he wants to come to the same tab where he had clicked the link from

Right now i do not have access to his instance, but i should soon find a solution before getting access.

How do i achieve this?

Kindly Guide,

Best Regards,

Sumaira Noor

All responses (4)

Answers (1)

Verified answer

LeoAlt 16,329 on at

Like (0)

Report

RE: Save in dynamics 365

Hi partner,

Thanks for your information and details.

So if the links are already existed in the form and if we click on it and D365 will jump directly to the form of this record instead of opening a new form, so we cannot go back to the previous page.

The best way is to use "Xrm.Navigation.openForm" to open a new form with "openInNewWindow=true" and so that when you save the record, just close the window and then will back to the original tab.

Best Regards,

Leo
Sumaira Noor 1,075 on at

Like (0)

Report

RE: Save in dynamics 365

Thanks a lot Abhigail and Leo for the response

I guess my question was not clear

My question was how to achieve the below functionality

"When the user clicks link, performs changes to the record and click save, he wants to come to the same tab where he had clicked the link from"

They already have everything, they are not looking for sub-grids

They just want this to happen, when they open a record, make changes and click save, the opened record to get back to the same tab from where they had clicked that record link

Kindly guide,

Best Regards,

Sumaira Noor
Suggested answer

LeoAlt 16,329 on at

Like (0)

Report

RE: Save in dynamics 365

Hi partner,

I suggest that you could use editable subgrid to show the records you need on the form and edit it in list directly.

1.Go to form editor, choose as tab and insert a new sub gird.

2.Set the record type you need. If you want to show only related records, you could choose "only related records", if you want to show all other records, just choose "all record types".

3.Add a new control in this sub gird, select "editable sub grid".

Save and publish.

Now we could edit the records in the sub gird directly without opening other forms.

If you really want to open new forms to show records, you need to use cutsom JS code with method "Xrm.Navigation.openForm()" to open a new page to show records and after you updating it, just close the window.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/make-grids-lists-editable-custom-control

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

Hope it helps.

Best Regards,

Leo
Abigail 550 on at

Like (0)

Report

RE: Save in dynamics 365

This reference may guide you to do exactly that:

docs.microsoft.com/.../add-edit-form-navigation-related-entities

Regards