addOnLookupTagClick event in Dynamics 365 Release Wave 1 2020 – Restrict lookup record opening

Hi Everyone,

I was just going through Microsoft Docs to understand the new features that were released in Dynamics 365 Release Wave 1 2020 and found a new event introduced for lookups and I feel it is quite useful.

While working many of our customers might have clicked on a lookup value by mistake and the system might have redirected them to lookup record by loosing existing context of the working record.

By using this addOnLookupTagClick event, we can control that. Here is the peice of the code for the same. Just put this code on the load event.

function onLoadOfCase(executionContext) {
    var formContext = executionContext.getFormContext();
    formContext.getControl('customerid').addOnLookupTagClick(function (e) {
        e.getEventArgs().preventDefault(); // disables the default behaviour of opening the record
        // Get the lookup record 
        var lookupRecord = e.getEventArgs().getTagValue();
    });
}

The above code will prevent opening the lookup record when clicked. However if you want to open a record, we can use NavigateTo API and open the lookup record as a popup without disturbing/loosing the current context.

Here is the piece of the code for the same.

function onLoadOfCase(executionContext) {
    var formContext = executionContext.getFormContext();
    formContext.getControl('customerid').addOnLookupTagClick(function (e) {
        e.getEventArgs().preventDefault(); // disables the default behaviour of opening the record
        // Get the lookup record 
        var lookupRecord = e.getEventArgs().getTagValue();
        // Open lookup record as a popup.
        Xrm.Navigation.navigateTo({
            pageType: "entityrecord",
            entityName: lookupRecord.entityType,
            formType: 2, // Only Edit Mode is supported now. 
            entityId: lookupRecord.id
        }, {
            target: 2,
            position: 1,
            width: 900,
            height: 600
        });
    });
}

Hope this helps.


Happy 365’ing
Gopinath

Open Entity Record as a Modal Popup in Dynamics 365 CE Release Wave 1 2020

Hi Everyone,

Today I was testing new features of PowerApps Release Wave 1 2020 in trial instance and found that now we can open Entity record as a popup.

Here is the piece of code and it is supported only for opening records in the system.

  Xrm.Navigation.navigateTo({
        pageType: "entityrecord",
        entityName: "contact",
        formType: 2, // Only Edit Mode is supported now. 
        entityId: "27f1a9f5-936d-ea11-a811-000d3a3e14c7"
    }, {
        target: 2,
        position: 1,
        width: 900,
        height: 600
    });

We can also open the record in a specific form by just providing the formId. Try below.

 Xrm.Navigation.navigateTo({
        pageType: "entityrecord",
        entityName: "contact",
        formType: 2, // Only Edit Mode is supported now. 
        formId: "293c878f-f068-40a0-ae48-4297e060871c",
        entityId: "27f1a9f5-936d-ea11-a811-000d3a3e14c7"
    }, {
        target: 2,
        position: 1,
        width: 700,
        height: 600
    });

Hope this helps.


Happy 365’ing
Gopinath