Switching Forms based on Option Set

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We have a custom entity that has multiple forms depending on an optionset value on the form.

When the page loads for an existing record a "changeForm" function is called last and evaluates the form that is loaded versus the value of the optionset field. If the form type does not correspond to the option set navigation is changed to the correct form. This works fine for existing records .

For a new record the user selects the value desired for the optionset and like above navigation proceeds to the correct form based on the optionset value chosen. However, the on-load event for the correct form loads and it calls the same change event but this time the value chosen by the user seems to be lost and is now undefined. When this happens the code is set to default to a specific form. This only seems to happen with one optionset type. Is there a way to maintain what the user chose ?

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RaviKashyap 55,410 Moderator on at

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Hi,

For the new record, the values selected are not actually stored so it is expected that your function will not find the previously selected value. Ideally you shouldn't be running the function on create form i.e. put a check that it doesn't run on create form.

What do you mean when you say "This only seems to happen with one optionset type.". Is it not working on specif optionset value? If yes then you need to check the value returned and the corresponding form name. If you are not handling that value in your logic then it won't work.

Hope this helps.

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Mahendar Pal 45,095 on at

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Hi,

You can keep your code to just called for the existing record by checking form type, and onchange of the radio button you can open specific form directly by passing form id something like below

var parameters = {};

parameters["formid"] = "Form GUID";

Xrm.Utility.openEntityForm(name,id,parameters);

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Temmy Wahyu Raharjo 2,916 on at

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When the form on the state "Create", you can't just redirect the value to another form. The easiest way is you need to force save the entity first and then you can redirect it to another form. Or else you need to store the value on the sessionStorage and your code will have to look on that one if exists.

developer.mozilla.org/.../sessionStorage

So what I think is on your optionset change:

if(Xrm.Page.ui.getFormType() === 1){

sessionStorage.setItem("type", Xrm.Page.getAttribute("new_type").getValue();

}

Then on your form on load:

var type = Xrm.Page.getAttribute("new_type").getValue() || sessionStorage.getItem("type");

//because you said that your type is empty, then you need to set the attribute if type is not empty

var typeValue = Xrm.Page.getAttribute("new_type").getValue();

if(!typeValue && type){

Xrm.Page.getAttribute("new_type").setValue(type);

//clear the storage either have value or not have value

sessionStorage.removeItem("test");

}

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