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CRM 2011 View custom entity data in iFrame on a form RRS feed

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    I am having an issue with viewing custom entity in an iFrame on a form.  We have one entity called new_hbc and another entity called new_dhi_privatenotes with a 1:N relationship.  The new_dhi_privatenotes works like the out of the box Notes (annotation) but is just custom so we can control who sees it via security.

    I have an iframe on the form that i want to display the new_dhi_privatenotes record data for a new_hbc record.  The following works when I set the iFrame.src as "/_controls/notes/notesdata.aspx?id=8AF163CF-C645-E411-AA0A-00155D1C2871&ParentEntity=10006&EnableInlineEdit=true&EnableInsert-true".  The out of the box notes display fine and i can add and edit the standard notes (annotation).

    The following does not work to display the custom entity notes (new_dhi_privatenotes) in the iframe.  "/UserDefined/edit.aspx?id=8AF163CF-C645-E411-AA0A-00155D1C2871&ParentEntity=10006&EnableInlineEdit=true&EnableInsert=true"

    The "id" parameter in the URL's above is the primary key from the new_hbc record linking to the Annotation and new_dhi_privatenotes entity. The ParentEntity (10006) is the ObjectTypeCode value of the new_hbc entity.

    I receive the error message "An error has occurred.  Try this action again. If the problem continues...".

    
    
    
    
    
    Thursday, April 16, 2015 6:10 PM

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    You could get an error like that if your URL is malformed. It's possible that the query string is incorrect - this has happened to me in the past. To find out the correct way to reference the record, open it up in a browser and make sure that you can see its URL - you'll then need to use this URL in your code where the guid is updated so that it's dynamically filled in based on the information in your form.
    Friday, April 17, 2015 2:21 PM