Dynamics Community Forum Thread Details

Opening a form which has every contact of a account (relationship)

Hello there,

I am currently trying to open a little window which includes the contacts of a account. I found the navigateTo function, but I do not understand the relationship parameter.
I thought you can open the window using that, but I cant get it running.

Here is a rough picture of my goal, made in Photoshop. I only want the /Zugeordnete Ansicht: Kontakte/ part of the little window.

(Zugeordnete Ansicht: Kontakte -> Assigned View: Contacts, when translated word by word)

That below is my current attempt to open it like in the picture. I tried different entityNames like account, contact and relationship. Both account and contact just sent me to the record or the entitylist, depending on which pageType I specified.
For the attributeName I tried account and contact.

Now for entityName relationship, when using that, there was an error message saying /The record you are trying to access does not have a form to display. Please contact your administrator for assistance./

var relationShip = {};
relationShip[/relationshipType/] = 1;
relationShip[/name/] = /contact_customer_accounts/;
relationShip[/attributeName/] = /account/;
relationShip[/roleType/] = 1;

var entityFormOptions = {};
entityFormOptions[/entityName/] = /relationship/;
entityFormOptions[/entityId/] = /295caa62-0000-eb11-80c6-005056900000/;
entityFormOptions[/relationship/] = relationShip;
entityFormOptions[/pageType/] = /entityrecord/;

var navigationOptions = {
target: 2,
height: {value: 80, unit:/%/},
width: {value: 70, unit:/%/},
position: 1
};

// Open the form.
Xrm.Navigation.navigateTo(entityFormOptions, navigationOptions).then(
function (success) {
console.log(success);
},
function (error) {
console.log(error);
});

Now openForm also has a relationship parameter, but well I didnt understand I either.

If it isnt possible to open a Window/Form like in the picture using openForm or navigateTo, how would you do it? And also, what would the relationship parameter stand for otherwise/what would you use it for?

Thanks for reading, hopefully someone has an answer.

Categories:

Views - Subgrids & Filters

Forms

I now created a new WebResource where I got all Entitys using the Xrm.WebApi.online.retrieveMultipleRecords function.

My function to retrieve the Data looks like this:

function getDataFromCRM(fields, entityName, filter) {
var id = getCompanyId();

   var generatedSelection = "";
   for (let i = 0; i < fields.length; i++) {
       generatedSelection += fields[i] + ",";
   }

   parent.Xrm.WebApi.online
       .retrieveMultipleRecords(
           entityName,
           "?$select=" +
           generatedSelection +
           "&$filter=" + filter + " eq " +
           id
       )
       .then(
           function success(results) {
               console.log(results);
           },
           function (error) {
               return console.log(error);
           }
       );
}

The Array fields is something like:
       var felder = [
           "contactid",
           "fullname"
       ]

Filter for contacts would be: "_parentcustomerid_value"

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