Customer Engagement & Dynamics CRM Forum

Loading Custom Form Based on Entitlement Template Chosen

  • 1.  Loading Custom Form Based on Entitlement Template Chosen

    Posted Dec 03, 2019 11:00 AM
    Hello All,

    I have been trying to set up a similar customization configuration that our current production environment uses, which is Contracts. I am attempting to set it up in the respect that, when you choose a particular "Template" it loads the proper Form associated with it.

    I've been attempting to accomplish two things;

    1. "Force" choosing an Entitlement Template when the "New" button is selected.

    Essentially, I wish to remove the dropdown option to create "Blank" and only choose from the Template list. Additionally, when they select "New" instead of the dropdown menu (which I wish to remove) I would like it to simply load the "Choose Entitlement Template" pop-up window. I believe I'll have to do that through the Site Map, but I may be mistaken.

    2. When the Template is chosen, I would like it to load the proper Form associated with said Template.

    However, I do not see any way to "assign" the Template to the Form or vice versa. Additionally, I've tried manually changing the Form selection once I've loaded the Template when creating test Entitlements, but stays on whatever Form I had previously (manually) selected regardless of the Template I switch to. I'd like to avoid gratuitous usage of background workflows, unless Flow can do it better and without any hiccups.

    Just looking to see if anyone else has come up against this when attempting to navigate from Contracts to Entitlements. Any help is always appreciated.

    Thank you,

    Nicholas Arbour
    Whitefish Bay WI
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready

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