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Microsoft Dynamics CRM (Archived)

Use Entity List in Web Form

Posted on by Microsoft Employee

Hi, 

Is there any way to use Entity List in Web Form steps ,means I want to Display Account List records in step 1 and after click on each record I want to move on step 2? I don't want to use Custom page.Any suggestion will be appreciated.Thanks in advance.

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  • Suggested answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: Use Entity List in Web Form

    Hi Mubarak,

    On a Web Page, you can display a "Web Form", "Entity Form", and an "Entity List".  The issue here is that when you move to Step 2, the Entity List will still be visible.

    Your requirement is to include a List inside a Web Form Step.  If you can detail the complete requirement, we may be able to help.  For example, if you want to show an Account list related to the Portal User for example, you can create a CRM Form and add a SubGrid of All Accounts the contact record is associated to and then we can display the subgrid inside a Web Form Step, since it's part of the Form (not a view).

    Other option is to mix Entity Lists and Web Forms.  You can configure the Entity List to include button and actions.  For example, if you click on a record, we can then open a web page which is configured to display a Web Form.

  • Suggested answer
    ganeshm Profile Picture
    ganeshm on at
    RE: Use Entity List in Web Form

    yes i think by adding entity list to the web pages of the web form step.

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