Friday, 30 August 2013

CRM 2011 Open New or Existing Entity using Java Script

function OpenExistingRecord(entityName, recordId) {
        

        //window.open("/main.aspx?etn=" + entityName + "&pagetype=entityrecord&id=%7B" + recordId + "%7D");
        //Xrm.Utility.openEntityForm(entityName, recordId); 
        return href = "/main.aspx?etc=2&etn=" + entityName + "&pagetype=entityrecord&id=%7B" + recordId + "%7D";
       
    }


//Open New Entity form with prefilled values for fields

Sample 1:
var params = {
    regardingobjectid: referenced record id,
    regardingobjectidtype: referenced record type name,
    regardingobjectidname: referenced record display name
};

Xrm.Utility.openEntityForm("task", null, params);

Sample 2:
var params = {
    pId: referenced record id,
    pType: referenced record type code,
    pName: referenced record display name
};

Xrm.Utility.openEntityForm("task", null, params);

 Sample 3:

//Set features for how the Case form window will appear
var features = "location=no,menubar=no,status=no,toolbar=no";
 
//Pop the Case record
window.open("/main.aspx?etn=incident&pagetype=entityrecord&id=" + GuidValue, "_blank", features, false);


Sample 4:

//Collect values from the existing CRM form that you want to default onto your new record
var CallerGUID = Xrm.Page.data.entity.attributes.get("from").getValue()[0].id;
var CallerName = Xrm.Page.data.entity.attributes.get("from").getValue()[0].name; 
 
//Set the parameter values
var extraqs = "&title=New Case";
extraqs += "&customerid=" + CallerGUID;
extraqs += "&customeridname=" + CallerName;
extraqs += "&customeridtype=contact"; 
 
//Set features for how the window will appear
var features = "location=no,menubar=no,status=no,toolbar=no"; 
 
//Pop the window
window.open("/main.aspx?etn=incident&pagetype=entityrecord&extraqs=" + encodeURIComponent(extraqs), "_blank", features, false);




Sample 5:


//Open a new account record
Xrm.Utility.openEntityForm("account"); 
 
//Open an existing account record
Xrm.Utility.openEntityForm("account","A85C0252-DF8B-E111-997C-00155D8A8410"); 
 
//Open a new account record with a specific form and setting default values
var parameters = {};
parameters["formid"] = "b053a39a-041a-4356-acef-ddf00182762b";
parameters["name"] = "Test";
parameters["telephone1"] = "(425) 555-1234";
Xrm.Utility.openEntityForm("account", null, parameters);
 
//Open a new contact record, move it to the top left corner of the screen, and set the size of the window
var newWindow = Xrm.Utility.openEntityForm("contact");
newWindow.moveTo(0,0);
newWindow.resizeTo(800,600);