Proper way to prefill an advanced form lookup from previous page after a redirect

[rgx91]

Hello experts,

I'm struggling with a simple looking issue,

I have a costume entity which has a read only form page for details, and I would like to have a button here which creates

a case when clicked, and the case form should prefilled with lookup to this costume entity record.

For case creating we're using advanced form, not basic form, because we need more flexibility.

I can't use OOB functionality of create related record, because it works with basic form only, and uses exclusively a popup, not a full page.

I tried redirecting on success options, but they can be used only for passing data between two pages containing the same entity types, not two different entities.

My best solution was starting a workflow which updates  an attribute of current user contact, redirecting user to case creating page, and prefills the lookup using advanced form metadata. It looked promising, but further testing reveled nevertheless I used real-time workflow, the advanced form metadata returns previous values only from the portal contact, no actual query happens, when the form opens...

Please suggest, how this functionality can be archived.

[OliverRodrigues · Accepted solution]

Hi, there is a simple way of achieving this via JS: http://arpitmscrmhunt.blogspot.in/2016/09/adxstudio-set-values-in-lookup-fields.html

What I would do is pass the values via URL when you are building your HTML button for create case, and then retrieve those values in the case page

[rgx91]

Thank you so much, it worked.

I found it difficult to pass the query parameter in the form costum javascript field, but the hidden input solution helped here:

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/360797/access-liquid-code-from-jav...