Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

URL to specific Tab in a CRM form

  • 1.  URL to specific Tab in a CRM form

    Posted Dec 04, 2020 02:11 PM

    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 "&section=<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!



    ------------------------------
    Elaine Bardzil
    CRM Administrator
    Servicelink
    ------------------------------
    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: URL to specific Tab in a CRM form

    TOP CONTRIBUTOR
    Posted Dec 04, 2020 03:08 PM
    I don't think tab is one of the query string parameters that you can include in the URL. This page lists the available query string parameters: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/open-forms-views-dialogs-reports-url

    You could force a certain tab to always display by default using JavaScript on form load. But, it seems like you want to send URLs to various users and have different tabs display by default.

    ------------------------------
    Andy Arndt
    Minitab, Inc.
    State College PA
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 3.  RE: URL to specific Tab in a CRM form

    TOP CONTRIBUTOR
    Posted Dec 07, 2020 02:38 AM
    I was trying to do something similar by creating a direct link to an associated view of an account. However, I never found a solution for that either.

    ------------------------------
    Niels Lønberg
    Digital Sales Specialist
    Semco Maritime
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 4.  RE: URL to specific Tab in a CRM form

    Posted Dec 08, 2020 12:43 PM
    Thank you, Niels~  I guess this is what keeps us on our toes with Dynamics!  It feels like putting links like this together would be much easier than it is.  I appreciate your response!

    ------------------------------
    Elaine Bardzil
    CRM Administrator
    Servicelink
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 5.  RE: URL to specific Tab in a CRM form

    Posted Dec 08, 2020 12:40 PM

    Thank you, Andy~  I expected that there may not be an easy answer for this.  I appreciate your response!



    ------------------------------
    Elaine Bardzil
    CRM Administrator
    Servicelink
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 6.  RE: URL to specific Tab in a CRM form

    GOLD CONTRIBUTOR
    Posted Dec 10, 2020 08:12 AM
    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.

    1. 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. 
      1. E.g. string field created called new_NavigationTab
    2. Set this field as needed as a new parameter in the URL
      1. Reference documentation here: Set field values using parameters passed to a form (Developer Guide for Dynamics 365 Customer Engagement) | Microsoft Docs
      2. To navigate to the tab, tab_SecondaryTab, append this to the record URL: &extraqs=new_NavigationTab%3Dtab_SecondaryTab
    3. Now the last piece is to create a JavaScript method in the form On Load
      1. Check value of new field, new_NavigationTab
      2. Based on the value of the field, you can use setFocus to expand the given tab
        1. setFocus (Client API reference) in model-driven apps - Power Apps | Microsoft Docs
        2. 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.

    ------------------------------
    Chad Althaus
    IT Digital Transformation Analyst, Low Code Apps & Business Automation
    Bray International, Inc.
    Cypress TX
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 7.  RE: URL to specific Tab in a CRM form

    Posted Dec 10, 2020 12:41 PM
    @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!

    ------------------------------
    Elaine Bardzil
    CRM Administrator
    Servicelink
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 8.  RE: URL to specific Tab in a CRM form

    TOP CONTRIBUTOR
    Posted Dec 11, 2020 04:44 AM
    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 😊

    ------------------------------
    Niels Lønberg
    Digital Sales Specialist
    Semco Maritime
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 9.  RE: URL to specific Tab in a CRM form

    GOLD CONTRIBUTOR
    Posted Dec 16, 2020 01:28 PM
    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.

    ------------------------------
    Chad Althaus
    IT Digital Transformation Analyst, Low Code Apps & Business Automation
    Bray International, Inc.
    Cypress TX
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 10.  RE: URL to specific Tab in a CRM form

    TOP CONTRIBUTOR
    Posted Dec 17, 2020 02:54 AM

    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 🥳



    ------------------------------
    Niels Lønberg
    Digital Sales Specialist
    Semco Maritime
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


If you've found this thread useful, dive deeper into User Group community content by role