I fully agree @Chad Althaus. This is just a case for us where it is much more nice to have than need to have as it just a matter of two clicks for the user - so by principal we do not use code here.
Right now I actually need to use JavaScript to solve a business critical requirement, to be able to pass a parameter to an iframe. In this case, there's no way around using code.
Good job getting from 24 to 4 plugins. Remember to celebrate once you get to 0 - that is impressive 🥳
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Niels Lønberg
Digital Sales Specialist
Semco Maritime
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Original Message:
Sent: Dec 16, 2020 01:27 PM
From: Chad Althaus
Subject: URL to specific Tab in a CRM form
I try to go as far as I can without code, but sometimes we just have to go there. But I only allow basic code in the form of JavaScript that I can understand 😆 I'm on a mission to eliminate all of the (clunky) developer plugins built before I came, and I'm down to 4 remaining out of 24.
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Chad Althaus
IT Digital Transformation Analyst, Low Code Apps & Business Automation
Bray International, Inc.
Cypress TX
Original Message:
Sent: Dec 11, 2020 04:44 AM
From: Niels Søgaard Lønberg
Subject: URL to specific Tab in a CRM form
Great to see that it is actually possible. Thanks @Chad Althaus.
We have a no-code approach in our solution. In other words, we will only use code to solve business critical requirements. It's great to see that it can be achieved, but in our case this is a bit overkill 😊
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Niels Lønberg
Digital Sales Specialist
Semco Maritime
Original Message:
Sent: Dec 10, 2020 12:41 PM
From: Elaine Bardzil
Subject: URL to specific Tab in a CRM form
@Chad Althaus - you are a genius! This looks great, thank you so much!
Now, to find the time to put it in the system. (the hardest part :) )
@Niels Søgaard Lønberg - wonder if this will help with your puzzle as well?
Thanks so much again, Chad!
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Elaine Bardzil
CRM Administrator
Servicelink
Original Message:
Sent: Dec 10, 2020 08:12 AM
From: Chad Althaus
Subject: URL to specific Tab in a CRM form
Elaine,
While there's not a direct way to do this, we found a way. We were able to accomplish this behavior by using an extra query string parameter and some form JavaScript.
- Create a field on the form for the tab to display - or a string field that's generic and can have a string for each tab.
- E.g. string field created called new_NavigationTab
- Set this field as needed as a new parameter in the URL
- Reference documentation here: Set field values using parameters passed to a form (Developer Guide for Dynamics 365 Customer Engagement) | Microsoft Docs
- To navigate to the tab, tab_SecondaryTab, append this to the record URL: &extraqs=new_NavigationTab%3Dtab_SecondaryTab
- Now the last piece is to create a JavaScript method in the form On Load
- Check value of new field, new_NavigationTab
- Based on the value of the field, you can use setFocus to expand the given tab
- setFocus (Client API reference) in model-driven apps - Power Apps | Microsoft Docs
- Focus on a Tab using JavaScript in Dynamics 365 - Carl de Souza
With these steps, I think you can accomplish what you're looking to do.
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Chad Althaus
IT Digital Transformation Analyst, Low Code Apps & Business Automation
Bray International, Inc.
Cypress TX
Original Message:
Sent: Dec 04, 2020 02:11 PM
From: Elaine Bardzil
Subject: URL to specific Tab in a CRM form
Hi all~
Wondering if anyone has found a way to create a URL to a specific Tab within a specific record in CRM? In other words, the URL "https://<company domain>.crm.dynamics.com/main.aspx?appid=<app GUID>&pagetype=entityrecord&etn=opportunity&id=<Record GUID>" opens the record on the Summary tab.
I'd like to give users a link directly to another tab on the form where they need to make changes to background information for that record. Trying to make it easier for them to find the correct tab. I'm thinking that it might be another piece of the URL like "§ion=<schema name or name of tab/section on the form>"
Has anyone found a way to do this? Thanks so much for any thoughts or ideas!
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Elaine Bardzil
CRM Administrator
Servicelink
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