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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Account Form Pop Window
Microsoft Dynamics CRM (Archived)

Account Form Pop Window

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Posted on by Community Member

Hi All,
Please Suggest as I am new in Dynamic 365 . the senario is when the new button on Account will be clicked then pop up will show with 3 radio button of Account Form
1)Account_org
2)Account_Site
)Account_Franchise

When we will selected any one then them it will save the record which is associated with it .

Thanks & Regard 

Abhishek Mishra

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  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi Abhishek ,

    You need to follow below steps -

    - Install Ribbonworkbench if you don't have.

    - Create a test solution and add the Account entity over there , make sure while adding the Account entity choose do not add required component.

    - Open Ribbon workbench and choose the solution.

    - In the Ribbon workbench In the Home Grid Area select New button.

    - Right click and hide the button.

    - Create an new button and give the name NEW and in the command action include JS library with JS function where you need to write your logic.

    - Now in the action method fire OpenEntityForm with new window.

     docs.microsoft.com/.../jj602956(v=crm.8)

     - Do Publish 

    - You can design your form accordingly and add your save logic in the onsave function of account entity form.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Thanks for reply . please suggest me the js code .

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi Abhishek ,

    Try to start writing code yourself , I have already shared the reference in the above . We will be help you once you can write something yourself and stuck in some point .

    So please start writing code and above reference have everything.

  • Community Member Profile Picture
    Community Member on at

       <html lang="en">

         <head>

           <script type="text/javascript">

             function ContinueButton() {

               var parameters = {};

               parameters["formid"] = "test";

               Xrm.Utility.openEntityForm("account", null, parameters);

               var windowOptions = {

            openInNewWindow: true

    };

    Xrm.Utility.openEntityForm("account",null,null,windowOptions);

             }

           </script>

         </head>

         <body>

           <form id ="test">

                     <input  name="test" type="radio" id="AccOrgID"  value="C542DC53-2E8D-4C92-9DB8-3556A8BE234D"/> Account Org

             <input  type="radio" id="AccSiteID" name="test" value="ACDAEB35-5E9C-49BB-A15F-B40959487B92"/> Account Site

             <input  type="radio" id="AccFranId" name="test" value="F5262F1B-7747-4BBE-AF3C-99BE573661AD"/> Account_Franchise

                   <div class="modal-footer">

                     <button type="button" class="btn btn-danger" onclick="ContinueButton();" >Continue</button>

                     <button type="button" class="btn btn-danger" data-dismiss="modal">Close</button>

                   </div>

         </body>

       </html>

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