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Microsoft Dynamics CRM (Archived)

Open Specific Form Based on Field Value for v9

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Posted on by 15

Is there a supported way to open up a form based on the customertypecode or view the record is opened from?

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  • Suggested answer
    gdas Profile Picture
    gdas 50,089 on at
    RE: Open Specific Form Based on Field Value for v9

    Agreed with Matt , although this will not look good as it's open default forms for moments till it's check the field value before  navigate to actual form.

    Would better to go with show/hide tab/ section  if the forms is bit similar.

  • Suggested answer
    - Matt Bayes - Profile Picture
    - Matt Bayes - 890 on at
    RE: Open Specific Form Based on Field Value for v9

    Hi Pamela,

    The only supported way would be to utilize Javascript in order to validate the form the user initially opens, check the value of the customertypecode, and then navigate the user to the appropriate form.

    You can find more information here:

    openForm (Client API Reference)

    Thanks!

    Matt Bayes

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