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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Link for Redirecting user to a Custom Entity

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Posted on by 5

I have created a new link in sidebar under Sales which is supposed to redirect user to the main form of my custom entity but by default it redirect user to the Active system view.

SalesHubSiteMap1.png

How can I redirect user to a particular form of my entity and is there any way to pass some parameters to the entity?

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

    Can you tell us more about the custom entity?  By design you get taken to the view to select which record you want, otherwise the site wouldnt know where to direct you.

    Is there only 1 record on that entity and you want them to land there everytime?  If that's the case you can code in the URL in the box below the entity.

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi crmnewbie01,

    When you choose entity as type and select one entity you need in the sitemap, it will show view if you click it, which is by-design.

    As mike said, you can select Url as type and add url that redirect to the form to subarea url property in sitemap configuration if you want to open form directly.

    If you want go to the new create form of the entity, you can refer following url:

    /main.aspx?appid=yourappid&etn=yourEntityName&newWindow=true&pagetype=entityrecord

     pastedimage1609730166145v4.png

    When you click it, it will open one new form of the entity.

    pastedimage1609730095670v3.png

    If you want go to one exsiting record of the entity, you can refer following url(add specify recordID):

    /main.aspx?appid=yourappid&etn=yourEntityName&id={recordID}&newWindow=true&pagetype=entityrecord

    when i click test in the siteMap, it will open 'test11' record form directly.

    pastedimage1609729716681v2.png

    Note:

    And if you are older version, you can use following url format:

    /main.aspx?pagetype=entityrecord&etn=yourEntityName

    you can directly get appid in the url.

    pastedimage1609730427694v5.png

    Regards,

    Leah Ju

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

  • Community Member Profile Picture
    on at

    Hi Partner,

    Has the problem been solved? Any updates?

    Please click Yes under "Did this answer your question?" to close this thread.

     pastedimage1610505968707v1.png

    Thanks. 

    Regards,

    Leah Ju

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

  • Jason M. Cosman Profile Picture
    5,234 Moderator on at

    Hey CRMNewbie01;

    I wanted to follow-up for some more clarification on what your trying to achieve. Is there a specific record that you want to open every single time from a site map link? Typically the navigation takes you to the main view selector as you've indicated and then you would select a record to open the form for.

    I'd love to know a bit more on the business scenario in which you need to always open a specific record from navigation; if this is all your after the direct url should be straight forward to set. I'd caution this approach with if your moving a solution containing your sitemap to upstream environments that you'd have to have the exact record in the upstream environment otherwise the url would be broken.

    Can't wait to hear back; cheers!

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