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Customer experience | Sales, Customer Insights,...
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How to get the specific form from case entity to task entity

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Posted on by 5
  1. I have a entity called case entity and based on the field value on case I want to open the particular task form(task entity is having three customer form) and create the task. 
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  • Community Member Profile Picture
    on at
    RE: How to get the specific form from case entity to task entity

    Hi Pratices,

    You could use openForm method to open task form. Something like the following code:

    function openTaskForm(executionContext){
    	var formContext = executionContext.getFormContext();
    
    	// Get value
    	var field_value = formContext.getAttribute("[your field name]").getValue();
    
     	var formId = "";
    	if(field_value != null){
    		if(field_value === "value1"){
    			formId = "formId1";	
    		}else{
    			formId = "formId2";	
    		}
    		var entityFormOptions = {};
    		entityFormOptions["entityName"] = "task";
    		entityFormOptions["formId"] = formId;
    		var formParameters = {};
    		// Open the form.
    		Xrm.Navigation.openForm(entityFormOptions, formParameters).then(
        			function (success) {
            			console.log(success);
        			},
        			function (error) {
            			console.log(error);
        		});
    	}else{
    		//do something
    	}
    }
    

  • Bipin D365 Profile Picture
    28,983 Moderator on at
    RE: How to get the specific form from case entity to task entity

    Hi,

    You can try below code -

    Function OpenTask()
    
    {
    
    var entityFormOptions = {};
    
    entityFormOptions["entityName"] = "task";
    
    entityFormOptions["formId"] = "D5B4A1B2-DE4F-4F86-8768-B0730001E7D1";
    
    // Open the form.
    
    Xrm.Navigation.openForm(entityFormOptions).then(
    
       function (success) {
    
           console.log(success);
    
       },
    
       function (error) {
    
           console.log(error);
    
       });
    
    }
    
    

    entityFormOptions["formId" = "D5B4A1B2-DE4F-4F86-8768-B0730001E7D1";

    You can get formId from Settings->Customization->Customize the system->Entity->Task->Form->Open specific form then copy the id from url

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • EmmaSparks Profile Picture
    5 on at
    RE: How to get the specific form from case entity to task entity

    I am also having this problem in the form of the website genie resumes USA I am working on. Can I use open form method here to make things right?

  • rosaanderson Profile Picture
    5 on at
    RE: How to get the specific form from case entity to task entity

    This is the main issue i was facing before a very long time in a form of my project which based on fashion shearling coats and jackets . And i want to resolve me. Please guide me. Please contact on my profile. 

  • kristinburger Profile Picture
    5 on at
    RE: How to get the specific form from case entity to task entity

    Hey i am kristin! Have a nice day! I saw your page and want to discuss right now the main problem is occurring in my blog Samsung Phone Repair Services form. But getting fail to sort out this problem. 

  • Alan Frost Profile Picture
    5 on at
    RE: How to get the specific form from case entity to task entity

    No, it doesn't work out. I already tried it out on my site https://100dollarsresume.com/ Instead, you should try the HTML form or elementor form.

  • maiharrison Profile Picture
    5 on at
    RE: How to get the specific form from case entity to task entity

    The major problem we all are facing now a days, i am a regular reader of your page and in my every time visit i mens biker leather jackets explore and get something different. Hopefully will resolve these issues soon as possible.

  • singed1 Profile Picture
    10 on at
    RE: How to get the specific form from case entity to task entity

    The plot of the game is extremely simple, users just need to touch the screen to control the bird to overcome the obstacles. [Flappy Bird](https://flappy-bird.io)   However, when you step into the game, you will feel that it is "unreasonably difficult" and just like that you are absorbed in the game, you frantically plow the country in inhibitions and anger...

  • singed1 Profile Picture
    10 on at
    RE: How to get the specific form from case entity to task entity

    The plot of the game is extremely simple, users just need to touch the screen to control the bird to overcome the obstacles. Flappy Bird However, when you step into the game, you will feel that it is "unreasonably difficult" and just like that you are absorbed in the game, you frantically plow the country in inhibitions and anger...

  • Community member Profile Picture
    2 on at
    How to get the specific form from case entity to task entity
    This is the main issue i was facing before a very long time in a form of my project which based on shipping.shipping car to hawaii from east coast

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