dropdown list on form load

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Posted on by Community Member

Hi,

I am looking for approaches on how to implement this.

I want to show a popup with a dropdown list which user can choose a selection on form load. What is the best way of doing this?

Thanks.

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anilambadan 1,160 on at

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Please try to create an html webresource (with dropdown) and try to open it on formload using javascript.

please try to use

Xrm.Utility.openWebResource(webResourceName,webResourceData,width, height)

for more info please see the link below

https://msdn.microsoft.com/en-us/library/jj602956.aspx#BKMK_OpenWebResource

thanks

Anil

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Sean Michel 340 on at

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Hi Udemi,

What is the end-goal of this requirement? Would you hide/show different fields/tabs based on the User input? If so you may consider doing the following, which would negate the need for a custom web resource drop-down:

1. Hide all tabs on form by default

2. Detect FormType Xrm.Page.ui.getFormType();

3. Where FormType = 1 (create) display the tab that contains only your CRM out of box option-set - make it required to save the record.

4. Then, call a JavaScript function onChange of your option-set to show the appropriate tabs once your option-set contains data.

Otherwise, please let me know a little more detail surrounding your requirement.

Thanks!

Sean

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Community Member on at

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Thanks Sean..

My requirement is.. we have a system where user enters incidents for a particular team that he is a part of. A user may belong to multiple teams and he would enter incidents for a particular team.

So before creating any record we would like to give him an option to choose for which team he wants to create the incident for. And once he selects the team, his selected team name will need to be populated in a look up field.

Thanks again for responding to this.

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Community Member on at

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Hi Anil,

I tried your suggestion and everything works out well but the html dropdown does not show like a pop up instead it opens like a new window and has a dropdown list in it. In IE, it is even worse.. a new tab gets opened with just the dropdown in it and the whole screen is blank. I even tried jquery to create the dropdown modal dialog and it is still the same. I am thinking of showing a pop up box with dropdown in it but everything I tried opens a new window with just the dropdown.

Here is my script for creating dropdown:

<html><head> <title></title> <link href="../../../Scripts/css/ui-lightness/jquery-ui-1.8.16.custom.css" rel="stylesheet" type="text/css"> <script src="../../../Scripts/jquery-1.7.1.min.js" type="text/javascript"></script> <script src="../../../Scripts/jquery-ui-1.8.16.min.js" type="text/javascript"></script> <script type="text/javascript"> $(document).ready(function () { // this function is triggered as soon as something changes in the form $("select[name='inptPAN']").change(function () { //console.log('found change'); selectDialog('Pan','You had selected, Text: '+ $(':selected',this).text()+' And Value : '+$(this).val()); }); function selectDialog(title, text) { return $('<div></div>').append(text) .dialog({ resizable: true, modal: true, buttons: { "OK": function () { $(this).dialog("close"); } } }); } }); </script><meta><meta charset="utf-8"><meta><meta></head> <body style="width: 500px; height: 500px; -ms-word-wrap: break-word;"> <div id="selectPopup"> <form name="test" style="width: 100px;"> <select name="inptPAN" id="inptPAN"> <option value="1">item 1</option> <option value="2">item 2</option> <option value="3">item 3</option> <option value="4">item 4</option> <option value="5">item 5</option> <option value="6">item 6</option> </select> </form> </div> </body></html>

Thanks.

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anilambadan 1,160 on at

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Hi

If your requirement is like you explained to Sean, why cant you create an optionset on incident form itself and while users selecting the team from the optionset, try to findout the team lookup based on the selection using javascript?

thanks

Anil

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Sean Michel 340 on at

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Hi Udemi,

Thanks for the explanation! I would really suggest not using a web-resource in this scenario, given your requirement.

If you'd like to hide all the other fields and force the user to enter the appropriate Team, I'd suggest using some simple Hide/Show JavaScript (msdn.microsoft.com/.../gg328067.aspx) to hide the other tabs while form = create. Then, you could use business rule/javascript to make your look-up to the Team entity required.

I'd just use a direct look-up to the Team itself, cutting out the need for any drop-down.

This would be the route I'd suggest, over some modal/pop-up web resource.

Let me know with any questions!

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