Xrm.Utility functions to open Entity forms or Web resources

Rajeev Pentyala - Microsoft power platform blog

In CRM, we can open the entity forms using “window.open” method

  • With UR 8, a couple new client-side JavaScript functions were added to open entity forms and web resources
  • These functions fixes the prompt the user to login again issue when you use “window.open” to open form or web resource from CRM online/Outlook client

Xrm.Utility

The Xrm.Utility object provides a container for useful functions. Following MSDN blog which talks extensively on the same

For quick glance below are few samples

Open a new “Account” record form

Xrm.Utility.openEntityForm(“account”); // Pass ‘Account’ schema name

Open an existing “Account” record form

Xrm.Utility.openEntityForm(“account”,”A85C0252-DF8B-E111-997C-00155D8A8410″); // Pass ‘Account’ schema name & GUID

Open a new “Account” record form and setting default values

var parameters = {};

parameters[“formid”] = “b053a39a-041a-4356-acef-ddf00182762b”;

parameters[“name”] = “Test”;

parameters[“telephone1”] = “(425) 555-1234”;

Xrm.Utility.openEntityForm(“account”, null, parameters);

Open an HTML web resource named “new_webResource.htm”

Xrm.Utility.openWebResource(“new_webResource.htm”);

🙂

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Disable Required Fileds When Hide Tabs in CRM 2011

C R M F O R T R E S S

There are requirements to hide tabs according to the selections in the form and if any tab contains required fields it will display them automatically and asking user to fill those fields when saving the form.

Following Javascript function will disalbe all the controls in the tab and then it will not ask user to fill those required fields.

Following Javascript function can be used to show or hide the tab and it will disable/enable its controls accordingly.

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