Microsoft Dynamics CRM (Archived)

Same entity Form within another form

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Posted on by Swetha Poojary Sala...

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I have generic form in my main solution and custom form for same entity in client envirnoment.

I want to show custom form within generic form in some way.

Or Any solution where I can show Main form content and their local customisation form both content together without overriding each other.

Any help

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Shahbaaz Ansari 6,211 on at

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Hi Swetha,

For showing your custom form into your generic form you can use IFrames which shows webpage within the form.

Please check below link how to add IFrames :

https://www.cobalt.net/2015/01/16/improving-performance-of-crm-forms-with-iframes/

www.c2software.com/.../embed-iframe-dynamics-crm-form.aspx

Hope it helps!!!

Thanks,

Shahbaaz

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You cannot achieve this. Please try to use HTML web resource form if possible.

Mansoor

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Swetha Poojary Sala... 326 on at

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Hi Shahbaaz,

The custom form is CRM entity form with I want to show within another Main CRM form

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gdas 50,091 Moderator on at

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Hi Swetha ,

Sorry you can not add another form inside your main form.

If am I not wrong why you are not making another tab or form section adding those fields in the custom forms?

Hope this helps.

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Shahbaaz Ansari 6,211 on at

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both forms are in same environment ? if yes then you can use Quick view form.

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RaviKashyap 55,410 Moderator on at

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Hi Swetha,

I don't think there is any option to merge the separate form. There was a concept to manually merge the forms introduced in 2013 but that was to merge the old forms to the new updated form.

I am afraid you have to do this merge manually.

Hope this helps.

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Swetha Poojary Sala... 326 on at

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My Generic form is in My Main Solution which I provide to mutiple customer but I have few customer who want the form customization as per their requirement. So client created local customization and updated the Genric form as per their requirement. Now when ever I give My Main solution updated version It overrides the Generic form and their customization gets deleted.

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RaviKashyap 55,410 Moderator on at

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If you share it as a managed solution then you can try "Maintain Customization" while installing an update.

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I'd give quick view forms a try if you haven't already. These forms allow you to display a form from one entity within another entity. Only as read-only however.

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Preeti Sharma 2,678 on at

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Hi,

You can try to merge form if its applicable for the form.

Please refer below screenshot:

Hope this helps:)

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