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Force a form on a record

  • 1.  Force a form on a record

    GOLD CONTRIBUTOR
    Posted 11 days ago

    I am hoping this is an easy one but my newbie brain just can't figure it out.  We have 2 forms in our cases entity. While building / testing, I notice that the case records open in the last form that I used - not the form that the record was generated in. If a record is entered using form 1, is there a way to force that record to always open in form 1 vs form 2?

    Thanks for any insights! :)



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    Gretchen Garcia
    IT Technician
    Denver Public Library
    Denver CO
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  • 2.  RE: Force a form on a record

    TOP CONTRIBUTOR
    Posted 11 days ago
    @Gretchen Garcia - The only way that I am aware of is to use javascript to toggle the forms. Here is a link for reference: https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/157879/open-specific-form-based-on-field-value

    Also, this issue/need has been around for quite some time. I recall having this come up back when 2011 first came out. It could be great if there was a Business Rule that could be created show toggle the form.

    Are your forms complex and completely different? If not, you could show/hide fields based on certain values to mimic different forms.​​

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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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  • 3.  RE: Force a form on a record

    GOLD CONTRIBUTOR
    Posted 11 days ago

    Thanks Aaron!! 

    The forms are pretty different though they do share some elements. We hadn't considered using show / hide fields - but that might be an option. If we did that though, wouldn't we still run into the same problem after the record is saved? 



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    Gretchen Garcia
    IT Technician
    Denver Public Library
    Denver CO
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  • 4.  RE: Force a form on a record

    TOP CONTRIBUTOR
    Posted 10 days ago
    Gretchen,

    We switch our case Case form depending on the type of case.  It is done in javascript and runs on page load and change of the 'case type' field.  To be honest, it does not give a smooth user experience since the form loads, then the JS evaluates the field value, then changes the form if necessary.  So, for Users that switch between 'case types' they will have a jumpy experience.

    From what I'm told there isn't a 'supported' way to access the field value before the form loads and then load the desired form.  So, for now we have jumpy page loads...

    Thanks,

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    Jim Corriveau
    A.W. Chesterton Company
    Groveland MA
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  • 5.  RE: Force a form on a record

    Posted 10 days ago
    I have made this work by enabling the security roles at the form level.  If a user does not have privileges to a form then you don't have to worry about it being displayed to them.  I've been lucky that I only have a couple users that have privileges to more than one form so I taught them how to switch the form if they need to.

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    Jason Shires
    Bob Evans Restaurants
    New Albany OH
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  • 6.  RE: Force a form on a record

    TOP CONTRIBUTOR
    Posted 10 days ago
    Gretchen,

    I am basically agreeing with everything Aaron and others have posted.  We actually tried the form-switch solution during our original development as user trial and got a universal thumbs-down.  This is a rather logical and basic feature that should be there by now.

    In my JS code, I usually show/hide TABS and SECTIONS to make my code more manageable.  You can always get a bit more granular with fields as needed.  Just makes it a bit easier IMHO.

    Sincerely,
    Glen

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    Glen Wolinsky
    Lead Applications Developer
    Miller & Martin PLLC
    Chattanooga TN
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  • 7.  RE: Force a form on a record

    GOLD CONTRIBUTOR
    Posted 10 days ago
    Thanks for the feedback everyone! Sadly I can't hide stuff based on permissions - everyone needs access to both forms. There are fields that are shared between the 2 forms and the layout is different in both to make it as close the paper version as possible. I think JS is the way to go even if it's not the smoothest experience as I expect most of my users won't notice the difference until they get rolling in their data entry. The form type text is so small - it's really easy to miss. This should be a feature that's built in by now - seems rather logical... :P

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    Gretchen Garcia
    IT Technician
    Denver Public Library
    Denver CO
    ------------------------------



  • 8.  RE: Force a form on a record

    Posted 10 days ago
    Gretchen,

    Take a look at this page and see if it helps any.

    Switch Forms in Microsoft Dynamics CRM depending on Business Logic
    https://debajmecrm.com/2014/08/27/dynamics-crm-switch-forms-business-logic-dynamically-client-script/



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    Jason Shires
    Bob Evans Restaurants
    New Albany OH
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