Opening Specified Dynamics 365 Main Forms in a Pop-up Window with Pre-populated Fields Using JavaScript

Introduction

Navigating to a specific Dynamics 365 main form in a pop-up window with pre-populated fields can significantly improve the user experience by providing a streamlined and focused interaction. This article outlines a JavaScript approach that enables opening specified main forms in a new window and pre-populating fields, with options for customization.

Code Explanation

The JavaScript function openSpecificMainForm opens a Dynamics 365 form in a new browser window, allowing for specification of the form and pre-population of fields.

Function openSpecificMainForm

/**

 * Opens a specific Dynamics 365 form in a new window, with the option to specify the form and pre-populate fields.

 *

 * @param {string} entityLogicalName - The logical name of the entity.

 * @param {string} [formId] - Optional. The GUID of the form to be opened.

 * @param {Object|string} [fieldValues] - Optional. An object or JSON string representing field values to pre-populate.

 */

function openSpecificMainForm(entityLogicalName, formId, fieldValues)

{

    var extraqs = formId ? `formid=${formId}` : '';

   

    // Check if fieldValues is a string and not empty

    var fieldValuesObj = {};

    if (typeof fieldValues === 'string' && fieldValues.trim() !== '') {

        fieldValuesObj = JSON.parse(fieldValues);

    } else if (typeof fieldValues === 'object' && fieldValues !== null) {

        fieldValuesObj = fieldValues;

    }

    for (var fieldName in fieldValuesObj) {

        if (fieldValuesObj.hasOwnProperty(fieldName)) {

            extraqs += `${extraqs ? '&' : ''}${fieldName}=${fieldValuesObj[fieldName]}`;

        }

    }

    extraqs = encodeURIComponent(extraqs);

    var createFormUrl = Xrm.Utility.getGlobalContext().getClientUrl() +

        `/main.aspx?etn=${entityLogicalName}&pagetype=entityrecord&extraqs=${extraqs}`;

    window.open(createFormUrl, "_blank", "height=600,width=800,scrollbars=1,resizable=1");

}

Sample Usage

Used on Ribbon Workbench for custom button

Sample result:

Conclusion

This versatile JavaScript function caters to various scenarios in Dynamics 365, from opening a default form to navigating to a specific form with fields pre-populated. It's particularly useful for custom ribbon buttons, script-triggered navigation, or other scenarios requiring enhanced user interaction.