The USD Accelerator – Technical Guide, Window Navigation Rules

In this section …

  • Window Navigation Rule Logic

Window Navigation Rule Logic

Within USD window navigation rules govern when and how tabs open. For example, when an account is clicked do you want to create a new session or open the account into the current session.

Rules are evaluated in order, therefore having a clearly understand logic to the sequence of navigation rules is essential.

The USD Accelerator ships with a comprehensive set of window navigation rules covering many of the system entities found in Dynamics 365. If you wish to extend this logic to include your own custom entities some understanding of how the navigation rules have been structured maybe beneficial.

Order From To (Url/Entity) Route Type Action Comment
1 CTI ANYTHING N/A N/A A “special” navigation rule which controls the screen pop from CTI events.
10 CRM Home ANYTHING N/A N/A Any navigation rules with an order of 10 are connected with the CRM Home Page. These ensure anything clicked in CRM Home loads within this tab.
100 A named tab A named entity Popup Create Session Any rules with the order 100 are connected with the opening of session. For example, when an account popup is detected from the search tab.
1,000 A named tab A named entity In Place Route Window Loads a given entity in a tab within a session, for an in place route. Being specifically named often suggests additional actions will be associated with this rule.
1,100 A named tab A named entity Popup Route Window Loads a given entity in a tab within a session, for a popup route. Being specifically named often suggests additional actions will be associated with this rule.
10,000 ANYWHERE A named entity In Place Route Window Loads a given entity in a tab within a session for an in place route. No from will typically suggest no additional actions are performed.
10,100 ANYWHERE A named entity Popup Route Window Loads a given entity in a tab within a session for a popup route. No from will typically suggest no additional actions are performed.
100,000 A named tab A named entity or ANYTHING In Place Show outside The show outside action loads tabs outside of USD. When USD then has no further interaction with the tab. Any 100,000 rules govern loading tabs outside of USD for the In Place route.
100,100 A named tab A named entity or ANYTHING Popup Show outside The show outside action loads tabs outside of USD. When USD then has no further interaction with the tab. Any 100,000 rules govern loading tabs outside of USD for the Popup route.
1,000,000 A named tab ANYTHING In Place None If anything attempts to load from the specified tab the “none” action will prevent it.
1,000,100 A named tab ANYTHING Popup None If anything attempts to load from the specified tab the “none” action will prevent it.

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