Customer experience | Sales, Customer Insights,...

How to get Popup on click of button with options to create different entity records and how to open respective entity web page based on user input in portals

(0) Share

Report

Posted on by Asha_Budala

Hi,

How to open a popup window on click of button in home page with options like New Home Loan Application, New Personal Loan Application , Both. Once user select Home Loan Application and click on Ok, It should redirect to create Home Loan Application WebPage. if user select Personal Loan Application and click on OK it should redirect to Create Personal Loan Application WebPage. like below screenshot

Please suggest the possible ways to achieve this from portal side.

Best Regards,

Asha Budala

I have the same question (0)

All responses (2)

Answers (0)

Suggested answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi Asha,

Why not add “Home Loan Application” and “Personal Loan Application” webpages to top navigation bar in home page of portal directly.

1.Move the mouse and hover over the primary bar after sign in with administrator.

2.Clicking ‘Edit’ button and ‘+’ button.

3.Add one webpage you need, then save it.

4.It will appear in the bar.

Do you have to click button to open popup window to select options? If not, the way above provided may be easier.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

Was this reply helpful? Yes No
Suggested answer

oliver.rodrigues 4,052 on at

Like (0)

Report
Copy link

Link copied!

We highly recommend users to migrate to PowerUsers community for new Portal questions:

powerusers.microsoft.com/.../PowerAppsPortals

------------

You can add HTML/JS and to show either a classic JS Alert or a custom HTML Modal. Then based on the selection you can redirect to your Web Page with the expected Entity Form.

------------

If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

Was this reply helpful? Yes No