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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to get Popup on cl...
Customer experience | Sales, Customer Insights,...
Suggested Answer

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

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Posted on by Asha_Budala 20

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

pastedimage1614179800538v1.png

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

Best Regards,

Asha Budala

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    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.

    pastedimage1614241700181v1.png  

    pastedimage1614241587733v6.png

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

    pastedimage1614241518625v5.png

    4.It will appear in the bar.

     pastedimage1614241508875v4.png

    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.

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at

    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.

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