Archive

Archive for August 8, 2016

Set Regarding Lookup and open a new Task form – USD

I was exploring USD and tried below scenario.

From a new Account Session

  • Add a ‘Create Task’ Agent Script Answer.
  • On click, open Task form in a new Tab, pre-populated with ‘Regarding’ lookup with Account.
Set Regarding Lookup

Set Regarding Lookup

I had a tough time to set ‘Regarding’ look up with ‘Customer’ using ‘New_CRM_Page’ UII Action.

I could achieve with ‘Navigate’ UII Action.

Navigate To Task

Navigate To Task

In the URL, I read Account details from Context and set

  • regardingobjectid = Account GUID
  • regardingobjectidname = Account Name
  • regardingobjecttypecode = Schema Name

URL:

/main.aspx?etn=task&extraqs=regardingobjectid%3D[[$Context.Id]u+]%26

regardingobjectidname%3D[[$Context.name]u+]%26regardingobjecttypecode

%3D[[account.LogicalName]u+]&pagetype=entityrecord&navbar=off&cmdbar=false 

Exclude “navbar=off&cmdbar=false” from URL, if you want CRM tool bar on the new ‘Task’ form.

🙂

Categories: USD Tags: ,