Views:

Description

Navigate to an Entity record, opening either inline or a dialog.

Signature

NavigateToEntityRecord(
  'entityname',
  'entityid', 
  'formid', 
  'target', 
  'position', 
  'width-value', 
  'width-unit', 
  'height-value',
  'height-unit',
  'createfromentity',
  'processid'
)

Example 1

The following opens a new Account record.

NavigateToEntityRecord(
  'account',
  '',
  '',
  2,
  1,
  30,
  '%',
  50,
  '%'
)

Example 2

The following opens an Account record with accountid =  '10124ac3-0f6f-40dd-be64-d8c0bc5dbfbd'. It will be opened in a dialog (target=2), in the center (position=1), with a width of 30% and height 50%.

NavigateToEntityRecord(
  'account', 
  '10124ac3-0f6f-40dd-be64-d8c0bc5dbfbd',
  '',
  2,
  1, 
  30, 
  '%',
  50, 
  '%')

Example 3

The following opens an Account with accountid =  '10124ac3-0f6f-40dd-be64-d8c0bc5dbfbd'  using the main Account form (formid ='68434ac3-0f6f-7778-9998-d8c0bc5dbfbd' ). It will be opened in a dialog (target=2), in the center (position=1), with a width of 30% and height 50%.

NavigateToEntityRecord(
  'account', 
  '10124ac3-0f6f-40dd-be64-d8c0bc5dbfbd',
  '68434ac3-0f6f-7778-9998-d8c0bc5dbfbd', 
  2, 
  1,
  30, 
  '%',
  50, 
  '%'
)

Example 4

The following opens a new Contact record based on an Account with accountid = '10124ac3-2222-40dd-7777-d8c0bc5dbfbd'. It will be opened in a dialog (target=2), in the center (position=1), with a width of 30% and height 50%.

NavigateToEntityRecord(
  'contact',
  '', 
  '', 
  2,
  1,
  30, 
  '%',
  50, 
  '%',
  'account|10124ac3-2222-40dd-7777-d8c0bc5dbfbd'
)

Example 5

The following opens a new Account record with the name and description fields set to specific values. It will be opened in a dialog (target=2), in the center (position=1), with a width of 30% and height 50%.

NavigateToEntityRecord(
  'account',
  '', 
  '', 
  2, 
  1,
  30, 
  '%', 
  50,
  '%',
  '',
  '',
  'name|North52',
  'description|Enter your description here'
)

Parameters

Name Required Type Description
name Yes String Logical name of the entity to be navigated to
entityid No String ID of the entity record to display the form for. If you don't specify this value, the form will be opened in create mode
formid* No String ID of the form instance to be displayed
target No Integer 1 to open the record inline (default)
2 to open the record in a dialog
position** No Integer to open the dialog in center (default)
2 to open the dialog on the side
width-value** No Integer  
width-unit** No String px to use width-value as pixel size
% to use width-value as percentage
height-value** No Integer The numerical value that determines the height of the dialog. Works in conjunction with the height-unit
height-unit** No String px to use width-value as pixel size
% to use width-value as percentage
createfromentity No String Record from which mapping values will be inherited. Use the syntax entityname|GUID
processid No String GUID of the Process you wish to set on the record

* This can be found either from the URL of an opened record or by using the following function (replace text in bold with your relevant values): 
FindValue('systemform',SetFindAnd('objecttypecodename','name'),SetFindAnd('entity schema name','Form Name'),'formid','?','true')

** These parameters are only valid if target = 2

Microsoft APIs

This North52 function relates to the following Microsoft APIs: