Show it, don’t tell it. That’s why I created the Form Query String Parameter Tool. This week I published a technical article that introduces this tool: Use the Form Query String Parameter Tool to Demonstrate Setting Default Field Values in New Record Forms.
We have documentation in the SDK that describes the feature that lets you set default field values in a new form by setting specific query string parameters. But I’ve never felt that the examples really let someone understand what this feature does or how to use it. And just adding more words or static examples wouldn’t help either.
So I created a Microsoft Dynamics CRM 2011 solution that you can install that will help you understand what this feature can, and can’t, do. Download the solution here: FormQueryStringParameterTool_1_0_0_0_managed.zip. When you install it, you’ll see a configuration page that contains buttons to launch the tool or add it to your favorites. You’ll also find instructions about how to use this tool.
After you open the tool, choose an entity. If that entity has more than one form, choose a specific form.
The user interface generates fields from the form that you can use to set values that are valid to use with this feature. After you have added some values, you can perform the following actions:
- Use the Test URL button to open a new entity form with the values set.
- Use the Copy URL button to copy the URL valid for your organization to your clipboard.
The technical article goes into more detail about the following:
- When to Set Default Form Values Using Query String Parameters
- Limitations for Setting Default Values Using Query String Parameters
- How the Form Query String Parameter Tool Works
If you have comments or questions about this tool, please read the technical article for details. If you still have questions, use the “Send comments about this article to Microsoft” link at the bottom of the article to send me an email.