How to Use Open Entity Form in Dataverse Environment

Introduction:

In this blog we will see how to Open Entity/Quick Create Form from Dataverse/Model Driven Apps

There are two type of Forms Available

1. Main Form

2. Quick View Form

 

1. Main Form:

 

Consider you have a Ribbon Button and on Click on Button you want to Open a Main Form. So for that you can write the below JavaScript command to achieve the same

var parameters = {

};

parameters["cr608_logicalName1"] = Value1ForLogicalName1;

parameters["cr608_logicalName2"] = Value2ForLogicalName2;

Xrm.Utility.openEntityForm("cr608_EntityLogicalName", null, parameters);

 

2. Quick View Form:

 

Consider I have an account Entity and I want to Create an Contact Against that Account for that

 

First Retrieve Account Value and store in a Temporary Variable.

 

var retrieveAccountValue = null;

var accountId = null;

var account = primaryControl.getAttribute("parentaccountid"); // you can use formContext from Form. From Ribbon you need to pass Primary Control as Parameter

if (account != null) {

  retrieveAccountValue  = account.getValue();

  if (retrieveAccountValue  != null) {

    accountId = accountValue[0].id;

  }

}

 

Then Create a Variable to set the Account Values

 

var parentAccountForContact = {

  entityType: "account",

  id: accountId

};

 

then you can Call the below code to open a Quick Create Form

 

// Create a Parameter

var parameters = {};

//Open Quick Create Form

Xrm.Utility.openQuickCreate("contact", parentAccount, parameters).then(function (ValueOutput) { successCallback(ValueOutput); }, function (error) { errorCallback(error);});

// Success Call

function successCallback(success) {

  alert("Success");

}

// Error Call

function errorCallback(e) {

  alert("Error: " + e.errorCode + " " + e.message);

}

 

That's it

Conclusion:

This is how we need to user Open Entity Form in DataVerse/Model-DrivenApps/CRM Environment.