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How to: start a dialog when creating a new document. RRS feed

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    Hi.

    I would like to create a dialog session when a new document is created, OR a dialog session starting from the object's list that based on Q&A will guide the user to a proper document creation.

    For example, a user creates a new 'task'. I would like to have a dialog session started when the new Task window opens to warn the user about the data to be entered in the task.

    OR I would have the 'Dialog' option active in the ribbon at list level without selecting any task. The user should select the porper 'dialog' and the dialog process should then create the task and guide the user to a proper document creation.

    As far as I can see, a dialog only starts from an existing, saved record, and only if the user select it from the list or open it.

    Is the above possible?

    Many thanks

    Wednesday, March 5, 2014 4:28 PM

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    Claudio,

    I would have used the approach you listed as "I would have the 'Dialog' option active in the ribbon at list level without selecting any task. The user should select the porper 'dialog' and the dialog process should then create the task and guide the user to a proper document creation"

    You can create a ribbon button that calls the dialog using the url. Check this http://msdn.microsoft.com/en-us/library/gg328483.aspx#BKMK_OpenADialogProcess

    HTH

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Wednesday, March 5, 2014 6:04 PM
    Wednesday, March 5, 2014 6:03 PM
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    Many thanks for your kind answer.

    As I understand it, the proposed option would run against an existing record, while I need to create a NEW record. Do I misunderstand it?

    To open a dialog you need the following:

    • The unique identifier for the dialog.
    • The logical name for the entity the dialog is created for.
    • The unique identifier for the record you want to have the dialog run against.


    Wednesday, March 5, 2014 9:06 PM
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    That is correct. You can invoke the dialog from the related entity for which the task/document has to be created.

    Example: If the document/task has to be created for an account then create the ribbon button on account form and on click of it run a dialog (using the GUID of account) that guides the user through document creation and creates the task record.

    HTH

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    Wednesday, March 5, 2014 11:39 PM
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    So, I cannot create a dialog starting from a view, I must have it starting from within an open document...

    That's not what I would like to do...

    Anyway, that is. Many thanks for your comments.

    Thursday, March 6, 2014 10:33 AM