Business Unit Specific New Contact Form

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Posted on by Chris1968

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Hi,

I'm looking at creating a Form (New Contact) which will display different fields / requirements depending on the Business Unit it is assigned to. I already have a New Contact form for an existing Business Unit that I don't want to remove

I've looked at older blogs Business Unit Specific Custom Forms - Microsoft Dynamics CRM Forum Community Forum but I'm still having issues?

I've carried out the steps mentioned in the above post.

New Security Role - Contact Form (Veterans Members Only)

New Business Unit created - Veterans Services

Created a New Form

Assigned the New from to the Security Role

Ok and even published the customizations

Assigned myself the Security role, but I'm still seeing the existing New contact Form??

What Security permission would I need to give?

Currently these are them

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Pradeep Rai 5,489 Moderator on at

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Hi,

Can you please check your model driven app?

In app designer mode, select the required entities then check all forms are included in app as shown below screenshot:

I did tried the all the above steps:

1. Created New Form
2. Created New Role
3. Enabled the form for New Security Role
4. Added the New Security Role to My user and Also, tried by adding new security role to Team.

It is working for me.

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Chris1968 333 on at

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Hi,

Thank you for this.

It wasn't so added it and it works. Just any additional question and hope you don't mind.

How can I make it default that when a new contact form is created the owner defaults to the Team name the user is a member of? Is this possible or do you have to use the assign function??

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Pradeep Rai 5,489 Moderator on at

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Hi,

I would suggest to try Javascript function, which will trigger on load of contact form and in load it will get the Team details for that user.

And once retrieve you can set owner field using FormContext.

Same logic you can try in plugin or power automate. Here it will trigger on create of Contact record.

Hope this helps.

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Chris1968 333 on at

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Hi,

Sorry not really used java script before can you provide some details, examples.

Used Power Automate but not with D365

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Pradeep Rai 5,489 Moderator on at

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Okay, give me sometime.

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Chris1968 333 on at

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Hi,

Thank you

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Pradeep Rai 5,489 Moderator on at

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Hi,

Please use below code on form load.

function getAssignedTeam(executionContext) { var formContext=executionContext.getFormContext(); var userSettings = Xrm.Utility.getGlobalContext().userSettings; var currentUserId=userSettings.userId; var fetchXML="?fetchXml=" "" "" "" "" "" "" "" "" "" "" "" "" "" "" ""; Xrm.WebApi.retrieveMultipleRecords("team", fetchXml).then( function success(result) { var lookupValue = new Array(); lookupValue[0] = new Object(); lookupValue[0].id = result.entities[0].teamid; lookupValue[0].name = result.entities[0].name; lookupValue[0].entityType = "team"; formContext.getAttribute("ownerid").setValue(lookupValue); }, function (error) { console.log(error.message); // handle error conditions } ); }

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Chris1968 333 on at

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Hi,

Sorry if I'm being a bit naïve here but I'm assuming it's like any script, I work a little with PowerApps you I will need to change some of the script?

Such as these attribute names??

"<attribute name='name'/>"+

"<attribute name='businessunitid'/>"+

"<attribute name='teamid'/>"+

"<attribute name='teamtype'/>"+

"<order attribute='name' descending='false'/>"+

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Pradeep Rai 5,489 Moderator on at

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In above code you do not have to change anything.

You need to create one js. file and add them as webresource in dynamic crm.

After that go to contact form and under form editor you will find form properties there you can register onload event and in onload call above function as described below

www.tutorialspoint.com/.../microsoft_crm_jscript_web_resources.htm

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Chris1968 333 on at

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Hi,

Sorry should have mentioned, I've done those steps

But my name still appears as the Owner??

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