How to retrieve set lookup record information using addOnLookupTagClick() function


Introduction:

In this blog, we will check how can we get the entity record information that is set in lookup control without losing the main entity form context.

Problem:

While we are on a record form of an entity, if we want to get the information about the record that is set in a lookup control within that record form, then we need to click on the record link on lookup control. When we click on the link of the lookup control, the respective set record gets opened in the same window and we lose the current entity from context. Let us take an example, suppose we open an Opportunity entity form that has an Account entity lookup control. We want to see the details about the respective account record that is set in lookup control, but the problem here is that when we click on lookup control we are redirected to the Account entity form of the respective set account record as shown in the below screenshot. In this case, we lose the main entity form context i.e Opportunity entity form.

addOnLookupTagClick

addOnLookupTagClick

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Inogic
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
 
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

Author: Inogic

Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.   Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

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