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Hi,
Is it possible to create custom light-box pop ups that allow the user to enter in data like a mini form?
*This post is locked for comments
You probably could in javascript but it'll be a ton of work. Have you looked at using Dialogs? They're easily customizable mini-forms that are probably exactly what you're looking for. They let you ask questions to collect data and write it back to the record.
Here's an overview of what Dialogs are:
technet.microsoft.com/.../dn531180.aspx
And a more in depth guide for writing them:
msdn.microsoft.com/.../gg509010.aspx
If this helps, I'd appreciate if you would mark this as the verified answer. I'm also happy to answer (or at least look at) any followup questions you have.
Thanks,
Aiden
Hi Aiden ,
Many thanks for the tip, is there anyway I can remove the tip and comment section from the dialog?
Thanks
I haven't used Dialogs a whole lot myself. I know tips are optional and you can set them differently on each question. If all the Tips are blank, I'm not sure if the section itself is hidden.
The comments section looks like it's always there. Dialogs were originally built for call centers or people answering phones, so they have a script of questions but can put in other comments on any step.
Thanks Aiden for the tips, looks like Dialogs is the quickest way to go, but if was to go down the JavaScript root. where, would be the best place to start?
I think you'd want to have .htm files in your CRM solution as web resources to be the actual page, and javascript to get and set the data you're collecting.
If you want to launch your process from a button on a form, here's a pretty good write-up I did on how to call javascript from a ribbon button: blog.cobalt.net/.../ribbon-workbench-solution (I always use Ribbon Workbench, it's so much easier than manually working with the ribbon xml).
Once you're able to invoke the js code, you can use a jQuery library to bring up the lightbox, loading one of your web resource pages. If you're doing multiple pages, you would probably have a Continue button at the bottom of the page which validates and saves the data to CRM, then redirects to the next .htm page.
Hope this helps! Let me know if you have any of questions.
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