How to make a dialog with dual functionality? RRS feed

  • Question

  • Hi,

    I want to make a dialog (Process in MS Dynamics CRM), capable of performing dual functionality like same dialog will be use for creating records and updating records as both of these functionalities are provided in the dialogs. So I want to accomplish both in the same dialog. 

    How could be this possible? I want to seek your kind suggestions regarding this.

    Thank You. 

    Tuesday, January 21, 2014 1:49 PM


  • Dialogs run on existing records, so unless you are creating a related record, you're going to be stopping on the "create record" part fairly quickly.

    That said, if you have a lookup to another record, you should be able to do a check condition in the Dialog to see if the lookup is populated, and then branch to either your record creation dialog text or your record update dialog text.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    • Marked as answer by Ali Mohsin_ Wednesday, January 22, 2014 6:32 AM
    Tuesday, January 21, 2014 2:14 PM