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Customer experience | Sales, Customer Insights,...
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Not able to pass parameters to existing record using Xrm.navigation.openForm nor Xrm.Utility.openEntityForm

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Posted on by 15

Hello,

I have been trying to set a text field with a value for an existing record using Xrm.Utility.openEntityForm and Xrm.Navigation.openForm but the field is still not getting set.

This is my code, I am applying it to a system view and it works fine when I try to create a new record but it does not update any existing records as the parameters are not passed as the cmdbar is still visible.

I passed the selectedControlSelectedItemReferences CRM parameter from the ribbon workbench and I am using the recordID to navigate to the record I am trying to update.

Here is my code.

function setTextField(selectedItem){

parameters["mci_casereopeningreason"] = "ANY RANDOM DATA";

parameters["cmdbar"] = false;

Xrm.Utility.openEntityForm("incident", selectedItem[0].Id, parameters);

}


Thanks in advance.

I have the same question (0)
  • Kipetcoff Profile Picture
    1,037 on at

    Are you sure that you can use this method for existing record?

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/set-field-values-using-parameters-passed-form

  • Kunal Sharma 2019 Profile Picture
    Microsoft Employee on at

    which client UCI or web Client ?  also make sure you have the field on the form

  • Mohamed Elshaer Profile Picture
    15 on at

    Yes. I did it using the following code, but still not setting the value of the field right.

    var entityFormOptions = {};

    entityFormOptions["openInNewWindow"] = false;

    entityFormOptions["entityName"] = "incident";

    entityFormOptions["entityId"] = selectedItem[0].Id;

    var parameters = {};

    parameters["mci_casereopeningreason"] = "ANY RANDOM DATA";

    Xrm.Navigation.openForm(entityFormOptions,parameters).then(

      function (success) {

          console.log(success);

      },

      function (error) {

          console.log(error);

      });

  • Mohamed Elshaer Profile Picture
    15 on at

    web client, and I am sure I the field on the form.

    My problem is that it sets the field when open new record form, yet fails to set it when opening existing record.

  • Community Member Profile Picture
    on at

    Hi,

    On MS documentation says:

    • The successCallback function is not executed when you open a form for an existing or new record.
    • The successCallback function is executed only when you save a record in a quick create form that was opened using the openForm method.

    Link: https://docs.microsoft.com/en-gb/powerapps/developer/model-driven-apps/clientapi/reference/xrm-navigation/openform

  • Mohamed Elshaer Profile Picture
    15 on at

    After doing some debugging, I found that my successCallback function is getting called and my console.log(success); line actually prints in my console.

    But anyways, I do not update the record in my success function, I do it in the calling function call itself.

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