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Initial Dialog values from record RRS feed

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    Is it possible when initially running a dialog with a record selected, or on a record, to get values from it to use in the Dialog?

    So for example i select a contact record and run the dialog i would want to be able to use say the contacts name and contact information in the dialog, but only for that record.

    Hope what im asking is clear

    Thanks

    Thursday, March 29, 2012 10:34 AM

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    offcource you can, if you are running a dialog on a contact. it is available if you are trying to update a record, create a record, prompt or response etc.

    or you can create variable and use assign value to assign values to these variables and you can use those variable in the dialog.

    I hope this helps.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    • Proposed as answer by Amreek Singh Thursday, March 29, 2012 11:15 AM
    • Marked as answer by Jimminybob Monday, April 2, 2012 8:09 AM
    Thursday, March 29, 2012 11:15 AM

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  • Question
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    offcource you can, if you are running a dialog on a contact. it is available if you are trying to update a record, create a record, prompt or response etc.

    or you can create variable and use assign value to assign values to these variables and you can use those variable in the dialog.

    I hope this helps.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    • Proposed as answer by Amreek Singh Thursday, March 29, 2012 11:15 AM
    • Marked as answer by Jimminybob Monday, April 2, 2012 8:09 AM
    Thursday, March 29, 2012 11:15 AM
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    I'm having some trouble with the dialog i'm making.

    I have created the dialog that you can run when the record is selected or when you are on a form. When it runs it only takes the value from the record that is the first in the view rather than the one i am on.

    so if i had contact A, B and C in a view, even if i selected C or went into its form it would always give me the details for A.

    What is it that i've done wrong?

    Friday, March 30, 2012 12:34 PM
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    Actually just found out that its not the dialog thats the problem.

    I'm calling the dialog from a custom ribbon button that points to the dialog URL, but that only calls the dialog for that first record.

    I need to get it to run the dialog for the record that i have selected, so i will probably need to get my button to run some javascript to get the record id and then to run the dialog.

    Does anyone know how to do this?


    • Edited by Jimminybob Friday, March 30, 2012 2:53 PM
    Friday, March 30, 2012 1:12 PM