Possible to open quick create form as model dialog using Xrm.Page.navigateTo()?

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Posted on by KVa

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As the title says - is it possible to open the quick create form in the navigatoTo method? I managed to open a Main form, but it did not work for quick create forms. Any approach to make that happen?

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prt33k 6,907 on at

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You can open a quick create form - but it won't appear like it usually appears in a side vertical. But you can open it in a dialog format which might serve the purpose you are looking for... you just need to pass the formid. Below is the code the

var pageInput = {
pageType: "entityrecord",
entityName: "account",
formId: "C9E7EC2D-EFCA-4E4C-B3E3-F63C4BBA5E4B"
};
var navigationOptions = {
target: 2,
height: {value: 80, unit:"%"},
width: {value: 70, unit:"%"},
position: 1
};
Xrm.Navigation.navigateTo(pageInput, navigationOptions).then(
function success(result) {
console.log("Record created with ID: " + result.savedEntityReference[0].id + " Name: " + result.savedEntityReference[0].name)
// Handle dialog closed
},
function error() {
// Handle errors
}
);

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KVa 293 on at

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Thank you.

Unfortunately, the code and screenshot you are showing are still opening a Main form as modal, not the Quick create form as modal.

Using the formId of a Quick create form does not work here for me. Or am I missing something?

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prt33k 6,907 on at

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Yes, in chrome the quick create doesn't appear to work, it was working in Mozilla though.

I tried with a custom form and that worked on chrome as well.

So the alternate approach could be to create a new form(main) similar to quick create the layout and pass the formid as in above code.

Remember to add the form in the custom app and give proper role access.

Thanks,

Prateek

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KVa 293 on at

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Do you think this is a browser issue? Should that be supported on all browsers?

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prt33k 6,907 on at

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It is a browser issue - however we are using the supported version only so you can also raise a support ticket.

But the alternate approach to create a new form(main) similar to quick create the layout and pass the formid seems to work fine.

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