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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
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
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.
🙂
Script error with navigate() statement while navigate between forms – CRM Jscript
We have a Custom entity with 3 forms and the requirement is to navigate to a different form based on a field value .
So we registered a script on form ‘load’ event to navigate to a specific form based on an option set value.
Navigation worked as expected except few user’s that too when application should take User to ‘Form 2’.
Reason and Fix
- We configured new Security Roles recently.
- Our forms were role based and we missed enabling newly added “Security Role” for ‘Form 2’.
Role Based Forms Screen
- By enabling newly added Security Role for ‘Form 2’ script started working.
🙂
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