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Service | Customer Service, Contact Center, Fie...
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Pass a single field that is HTML from a record to a Web Resource

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Posted on by 15

Hi All,

I have a flow that does a 'deep dive' into a contact. We are a college so this deep dive returns a lot of data.

The returned data is in a neat and tidy HTML. The HTML is then converted to PDF and emailed.

During this, it has been identified that users want this HTML to be displayed on the contact form. I see three options here:

  1. Create a File field in the contact table, dynamically create/update the file with the HTML, then somehow display this as a webResource
  2. Create a URL field in the contact table. Dynamically create a webResource and put the link to the webResource in the new URL field. Then, show as webResource to the contact form and have it display the url from the new field
  3. Create a multiline field and display this as the HTML in a webResource.
  4. NOT use a multiline field and just show it in a locked rich text editor - because we have charts etc in the html, the rich text editor does not support this.

I've run through Sample: Pass multiple values to a web resource through the data parameter and I get it to do what it is supposed to. But I can't see how I am supposed to reference the data from the record instead of just entering it in the webResource Custom Parameter field.

Is there a straight forward way to dynamically change the Web Resource (or iFrame) to point at a URL field in the record a user has open?

Rus.

I feel like I am missing something here... Has anyone got any good resources?

Either that, or I can save the HTML as a webResource itself, add a URL field that points to the webResource, then dynamically change the webResource to point at the URL field.

I have the same question (0)
  • Community Member Profile Picture
    on at

    Hi partner,

    Maybe you can try to use sharepoint in dynamics 365:

    Set up customer engagement apps to use SharePoint Online - Power Platform | Microsoft Docs

    Regards,
    Leah Ju

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