User story
As a customer service agent I expect only the application tab templates to open automatically when a lookup field can be retrieved from the source record.
Description issue:
If no lookup field can be retrieved (field still empty), then no application tab template should be shown in the session because this is causing errors. Currently dynamics still creates the tab in the session while there is no record..
When open a record where the lookup field is still empty, a session template record is still created, but when you click on it, this causes an error. " The URL "{0}" that you specified is invalid. Specify a valid URL, and try again." This type of error is totally blocking the screen when multiple errors occur from multiple sessions. As a consequence the only option is to refresh screen via Ctrl+F5
Possible solution :
Is it possible to add a kind of condition in the configuration of an application tab template in the customer service admin center so we can avoid this kind of errors. > If lookup field is still empty then don't try to open record via application tab template..
Administrator on 2/2/2024 5:07:26 PM
The proposed feature is available in the product and the documentation will be updated in a few days.
If the system does not match the entityId value to an existing record in Dataverse, then the form will open in create mode to create a new record.
If you want the system to load the form only when the record exists in Dataverse, then follow these steps:
Value: true