Have you ever needed to open a form with a focus on a tab or a section dynamically from a url ? This blog explains in detail an approach to implement this functionality. You’ll need a few lines of JS code, don’t worry the API client will do all the work for us.
Scenario:
We will use the Account table and the standard Account form. The goal is to automatically navigate to an “X” tab by passing his name as a parameter to our URL. For example, the following URL will open an account with a focus on a tab named “DETAILS_TAB”:
https://yourorg.dynamics.com/main.aspx?appid=08d0868e-b4e4-eb11-bacb-000d3a9587a6&pagetype=entityrecord&etn=account&id=7046cbf5-fe9a-ec11-b401-0022486fa9c1&extraqs=tab_name=DETAILS_TAB
How does it work ?
First, we will need to create a Parameter for our form. It can be done within the classic designer:
- Click on Form Properties
- Then go to the Parameters tab
- Add your parameter. In my case, I named it “tab_name”
- Save & Publish the form
Some JS code will be used to set the focus to a tab Dynamically. The tab’s name will be captured from the URL:
- Create a JavaScript web resource
- Implement the logic using the OnLoad Function
- Register the function in your form
Web Resource Details:
Implementation:
Event Handler:
All you need is to construct the URL. First, navigate to an account record and copy the URL:
https://yourorg.dynamics.com/main.aspx?appid=08d0868e-b4e4-eb11-bacb-000d3a9587a6&pagetype=entityrecord&etn=account&id=7046cbf5-fe9a-ec11-b401-0022486fa9c1
Then, simply add an extraqs (&extraqs=tab_name=DETAILS_TAB) as below:
https://yourorg.dynamics.com/main.aspx?appid=08d0868e-b4e4-eb11-bacb-000d3a9587a6&pagetype=entityrecord&etn=account&id=7046cbf5-fe9a-ec11-b401-0022486fa9c1&extraqs=tab_name=DETAILS_TAB
The name of the tab can be found easily in the designer. In my case, I used “DETAILS_TAB”:
Hope it helps …