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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Form custom command po...
Microsoft Dynamics CRM (Archived)

Form custom command pop up a dialog, collect data

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Posted on by Community Member Microsoft Employee

I have the following requirement

  1. User clicks a custom command button on the form view of an entity.  The command button calls a javascript.
  2. Upon clicking the button in step 1,  the JavaScript opens up a dialog and asks user to specify some values.
  3. Once the user clicks submit on the above dialog then the dialog closes and the javascript uses the values supplied in step to update the entity in step 1.

How do I do this in CRM Online?

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  • Suggested answer
    Shantnu Sharma Profile Picture
    Shantnu Sharma 655 on at
    RE: Form custom command pop up a dialog, collect data

    1. Add a custom javascript action to your button. And register a method on this action to open the dialog. Use the following link to know, how to open a dialog.

    2. Create a dialog from with in CRM Process. You could see any tutorial for this. Add custom fields you need to use in your dialog page.

    3. In the dialog itself, you can add step to update the entity. While updating, you could map your fields (present as local variables). Please let me know if you need further help.

  • Suggested answer
    Pranesh M Juwale Profile Picture
    Pranesh M Juwale 1,196 on at
    RE: Form custom command pop up a dialog, collect data

    ribbonworkbench.uservoice.com/.../140652-create-a-dialog-short-cut-ribbon-button

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