CRM 2013 – Passing Custom Parameters to OpenEntityForm Function

Introduction

As we know that Microsoft included Xrm.Utility functions for Microsoft Dynamics CRM 2011, but when trying to pass custom parameters to OpenEntityForm as mentioned by Xrm.Utility Reference, I get following CRM Error.

Background

In one of my projects, I need to open a new Email on save of Phone Call Activity and pass the parameters to the new opening Email form. But using the Xrm.Utility Reference link, I got the error as given above. Hence I had found a work around to pass the custom parameters to OpenEntityForm.

Steps

Here are the steps to pass the custom parameters:

Step-1: Add parameters in Email Entity Form.

Step-2: Setting custom parameters to pass to the new Email form.

//method call on save of phone call activity
function OpenNewEmail()
{
    //set the parameters to pass to the new form
    var parameters = {};
    parameters["regarding_Id"] =Xrm.Page.getAttribute("regardingobjectid").getValue()[0].id;
    parameters["regarding_name"] = Xrm.Page.getAttribute("regardingobjectid").getValue()[0].name;
    parameters["regarding_type"] = Xrm.Page.getAttribute("regardingobjectid").getValue()[0].entityType;

    //Open the new form
    Xrm.Utility.openEntityForm("email", null, parameters);
}

Step-3: Get the custom parameters in Email Entity Form.

function OnFormLoad()
{
    // Get the Value of the Regarding through the Custom Parameters
    var xrmObject= Xrm.Page.context.getQueryStringParameters();
    var leadName = xrmObject["regarding_name"].toString();
    var leadId = xrmObject["regarding_Id"].toString();
    var entityType = xrmObject["regarding_type"].toString();
}

By Sukanta Mangal
Software Engineer @Team DynamicsCRM.
Mindfire Solutions