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ReportI want to open a form for creating a new entity, when certain event/action is executed in dynamics.
For example, you can say that when a new user is created, or a new lead is created, or say an opportunity is won, i want to create a custom entity which will require the user to then input certain parameters and say upload a document. Also, i would like to capture the entity which triggered the even of the new entity creation i.e. user/opportunity/lead in this case.
I searched some community posts and found that i can create an action (which will be triggered in the workflow when the entities -use/lead/opportunity are created/won) and this action will then open up the new form.
But i could not find how to achieve this last part of opening up the form and pass the captured data of the entity because of which the action is triggered.
Can you please provide me some pointers on how to achieve this functionality?
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