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Custom Dialog Process Automatically Switch to Newly Created Record RRS feed

  • Question

  • CRM 2013 On Premise

    Hello,

    I have a dialog process that walks a user through steps / biz rules and at the end either creates an order or a quote. I am using the "Create Record" dialog step. That all works well.

    I then wanted to automatically take the user to the new record. This is still my preferred solution.

    However when Googling for ideas / approaches to accomplishing this I came across:

    1. http://social.msdn.microsoft.com/Forums/en-US/9aeb7f16-a766-425a-bcc9-b390d0103e90/display-the-link-to-newly-created-record-on-dialog?forum=crm
    2. http://stackoverflow.com/questions/11316172/crm-2011-dialog-open-the-entity-created-in-a-dialog

    This would be an acceptable solution....except it isn't working for me.

    Let's work with the quote.

    This dialog is launched from an opportunity. After the create record step where I create the new quote I inserted a new page called "Display Record Link". I insert a prompt and response. For the prompt I click insert hyperlink. For URL I first use the "Look For" drop down and select Create Quote (Quote)  which is the name of the create quote step. I then select Record-URL(Dynamic). This is concatenated into the url field as Create Quote(Quote)-{Record Url(Dynamic)}COOL? Not exactly. When I run through the dialog the quote does get created. The page does show with the hyperlink. Clicking on it does nothing though. Exploring the element with F-12 developer tools shows that..when you finally get through to the anchor tag that the url is #.

    Well that explains why nothing happens when I click it but kinda disappointing as I was hoping this would be a solution and I could move on.

    So if someone could explain why I am getting a # for my url or a way to automatically take the user to the newly created quote record.

    Thank You

    Wednesday, February 5, 2014 6:51 PM

All replies

  • Hi,

    This approach definitely works - and it sounds like you have the right idea. I have used it many times myself. Perhaps you hyperlink ins't formatted correctly. It should look something like:

    <hyperlink><name>Display Text</name><value><slug type="dynamic" value="brc_agreement.CreateStep1.brc_agreement.!Process_Custom_Attribute_URL_"/></slugelement>">{Display TextCreate Quote(Quote)-{Record URL(Dynamic)}}</value></hyperlink>

    Hope this helps,

    Scott


    Scott Durow
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    Friday, February 7, 2014 2:18 PM
    Answerer