How to load different forms within the entity onLoad based on field value in the entity

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Posted on by donyc

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Hi, I need some help how to load the form of an entity I have Account entity which has 2 forms (BUYER and SELLER). I have a field in the form for option set Buyer or Seller.. How can I make my SELLER form load OnLoad when my Seller field option is selected???? Any help would be much appreciated

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Nizar JLASSI 2 on at

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RE: How to load different forms within the entity onLoad based on field value in the entity

U R Welcome donyc :)

Nizar JLASSI

Dymamics CRM Trainer and Senior Consultant
Email : n.jlassi@gmail.com

Blog : http://mscrm-njl.blogspot.fr/
donyc 4,515 on at

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RE: How to load different forms within the entity onLoad based on field value in the entity

thanks!
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Nizar JLASSI 2 on at

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RE: How to load different forms within the entity onLoad based on field value in the entity

Hi donyc,

The built-in form selection is managed by security roles not by fields content.

But there is a way, you can use formSelector object in OnLoad() Envent on your form.

This formSelector object that you can use it by Javascript and it allow you to choose one form between all form that you have access.

But there is a bad point with this solution (the unique solution). Your main form will load untill all your page is loaded with the whole DOM and after that you can change form. It looks like your form appear twice.

If you insist to do it : use this Xrm.Page.ui.formSelector.items.get(1).navigate();

(1) is your form number in the items array.

Nizar JLASSI

Dymamics CRM Trainer and Senior Consultant
Email : n.jlassi@gmail.com

Blog : http://mscrm-njl.blogspot.fr/