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Returnng to the Main Form of an an entity.

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  • 1.  Returnng to the Main Form of an an entity.

    Posted Sep 16, 2019 08:58 AM
    ​I've created a new entity with multiple forms. I have also established relationships with other existing entities as well.

    As I click on a specific record displaying on the main form, it will navigate to another form to display relative data (which may be via an established relationship to another entity). As I click on an attribute or link on that form it will take me to a different form to display that relative data.

    Now I need to return to the first form, where I started my process on, to compare some information.

    Is there a configurable method of returning to the original form where I started my process on without having to start all over again or would this requiring coding  and some serious ingenuity??

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    Jose Villa
    Business Analyst
    Blue Cross Blue Shield of Louisiana
    Baton Rouge LA
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    Conference-CRMUG_200x200


  • 2.  RE: Returnng to the Main Form of an an entity.
    Best Answer

    TOP CONTRIBUTOR
    Posted Sep 16, 2019 11:24 AM
    @Jose Villa - If the form of Entity B contains a lookup field linking the record to Entity A, then the lookup field can be clicked to return to Entity A.

    However, if you are defining a business process to assist users and navigate them from form to form, then I would suggest you use Business Process Flow. You can have the stages tied to the entities needed which will automatically switch the users from form to form. ​

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    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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    Conference-CRMUG_200x200


  • 3.  RE: Returnng to the Main Form of an an entity.

    Posted Sep 16, 2019 11:30 AM
    Thank you so much Aaron.  I believe your first option to be the simplest. Can't believe I didn't catch that!!!​

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    Jose Villa
    Business Analyst
    Blue Cross Blue Shield of Louisiana
    Baton Rouge LA
    ------------------------------

    Conference-CRMUG_200x200


  • 4.  RE: Returnng to the Main Form of an an entity.

    TOP CONTRIBUTOR
    Posted Sep 16, 2019 04:09 PM
    @Jose Villa - Glad it helped! Would you be so kind to mark my response as the "Best Answer"? You can do this by clicking the down arrow next to the "Reply" button. ​

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    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------

    Conference-CRMUG_200x200


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