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How to open form with limited fields to edit a record Dynamics 365 Unified Interface?

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Posted on by Singapuram

Hello Experts,

I have the requirement to open the form from the current record with limited fields in Model Popup to edit (same as the "Quick Create" form to create the record) when the user clicks on the ribbon button.

I have referred to the below links, but want's open the form to edit (current record fields and related fields) not create from the existing entity record.

https://docs.microsoft.com/en-us/dynamics365/customer-service/channel-integration-framework/reference/microsoft-ciframework/openform

https://vblogs.in/open-new-form-with-pre-populated-field-values-in-d365-cecrm-using-javascript/

Any assistance you can provide would be greatly appreciated.

Thanks

-Sri

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Hi Srikanth,

The openForm function:

Xrm.Navigation.openForm(entityFormOptions,formParameters).then(successCallback,errorCallback);

openForm (Client API reference) in model-driven apps - Power Apps | Microsoft Docs

which provides many options:

If you want to open the form for current record(existing), you need provide guid of current record.

And useQuickCreateForm option can be used to create a new record, which can't open existing records.

So you can create a new main form, and add fields you need to it, then adding formId option to specify the new form.

Example:

Xrm.Navigation.openForm({ entityName: "account", entityId: "49ca755a-bcdf-eb11-bacb-0022480944e8", formId: "F145C04D-9C36-417E-A9F8-5D61E0B09980", height: 600, width: 800, openInNewWindow: true, windowPosition: 2 });

Test Result:

Note: Ensure that the created form you want to edit has been added to current app.

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Singapuram 55 on at

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Thanks, Leah for providing the above suggestions and It would be really helpful.

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Hi Partner,

Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

Thanks.

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