Posted on 10/22/2017 2:25:00 AM by Levin, AricDynamics 365 Dynamics CRM
This is probably a request that has been required many times, but recently, one of our customers had a request to open an OnBase document based on some data that was available in a subgrid. Since OnBase has a web to query the database using a query string in their web application, this seemed to be an easy enough solution.
In this case we created a button called OnBase, which calls the showOnBase function and passes the CommandProperties. The reason that it is passing the CommandProperties, is that the button has various options for that same form. The image below shows the button that was created using Ribbon Workbench. This is a flyout button, thus has various different options.
In our particular case, we are interested in getting the value for a subgrid, which means that the user would have to select the record from a subgrid and the click on the appropriate button. The image below shows our Purchase Order subgrid. When the user selects the PO subgrid row, and the clicks on the Command Bar Purchase Order command, we will open up the Purchase Order using OnBase. The image below displays the PO subgrid.
We can not get the purchase order number from the selected record and Open OnBase.
You can use different methods to open your OnBase form if you don't want to use the window.open, but this was a good option for the purpose that we needed.