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Custom Dialog Process Automatically Switch to Newly Created Record

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CRM 2013 On Premise

Hello,

I have a dialog process that walks a user through steps / biz rules and at the end either creates an order or a quote. I am using the "Create Record" dialog step. That all works well.

I then wanted to automatically take the user to the new record. This is still my preferred solution.

However when Googling for ideas / approaches to accomplishing this I came across:

  1. http://social.msdn.microsoft.com/Forums/en-US/9aeb7f16-a766-425a-bcc9-b390d0103e90/display-the-link-to-newly-created-record-on-dialog?forum=crm
  2. http://stackoverflow.com/questions/11316172/crm-2011-dialog-open-the-entity-created-in-a-dialog

This would be an acceptable solution....except it isn't working for me.

Let's work with the quote.

This dialog is launched from an opportunity. After the create record step where I create the new quote I inserted a new page called "Display Record Link". I insert a prompt and response. For the prompt I click insert hyperlink. For URL I first use the "Look For" drop down and select Create Quote (Quote)  which is the name of the create quote step. I then selectRecord-URL(Dynamic). This is concatenated into the url field as Create Quote(Quote)-{Record Url(Dynamic)}COOL? Not exactly. When I run through the dialog the quote does get created. The page does show with the hyperlink. Clicking on it does nothing though. Exploring the element with F-12 developer tools shows that..when you finally get through to the anchor tag that the url is #.

Well that explains why nothing happens when I click it but kinda disappointing as I was hoping this would be a solution and I could move on.

So if someone could explain why I am getting a # for my url or a way to automatically take the user to the newly created quote record.

Thank You


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