How to open a lookup record within the same parent page in Dynamics 365 CRM using sidePane feature.
Recently I was looking for updates introduced in Dynamics 365 and came to know about sidePanes (I know, I am quite late :\), so I thought to open the lookup record within same parent page record i.e. If I click on "Parent Account" lookup field on a contact form then view the account record on the same contact page without navigating to any other page or tab or window.
So, we can achieve this by following below line of codes in our JavaScript:
function ExpandSidePane(executionContext) {
var formContext = executionContext.getFormContext();
var title = formContext.getAttribute("name").getValue();
formContext.getControl("parentaccountid").addOnLookupTagClick(function (e) {
e.getEventArgs().preventDefault();
var lookupRecord = e.getEventArgs().getTagValue().id;
//Using sidePanes client API reference.
Xrm.App.sidePanes.createPane({
title: title,
imageSrc: "",
hideHeader: false,
canClose: true,
width: 600
}).then((pane) => {
pane.navigate({
pageType: "entityrecord",
entityName: "account", // Entity Schema Name
entityId: lookupRecord, // Entity record GUID.
})
});
});
}
var formContext = executionContext.getFormContext();
var title = formContext.getAttribute("name").getValue();
formContext.getControl("parentaccountid").addOnLookupTagClick(function (e) {
e.getEventArgs().preventDefault();
var lookupRecord = e.getEventArgs().getTagValue().id;
//Using sidePanes client API reference.
Xrm.App.sidePanes.createPane({
title: title,
imageSrc: "",
hideHeader: false,
canClose: true,
width: 600
}).then((pane) => {
pane.navigate({
pageType: "entityrecord",
entityName: "account", // Entity Schema Name
entityId: lookupRecord, // Entity record GUID.
})
});
});
}
OUTPUT:
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