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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Same entity Form withi...
Microsoft Dynamics CRM (Archived)

Same entity Form within another form

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Posted on by Swetha Poojary Sala... 318

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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  • Suggested answer
    Preeti Sharma Profile Picture
    Preeti Sharma 2,678 on at
    RE: Same entity Form within another form

    Hi,

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

    Please refer below screenshot:

    2018_2D00_03_2D00_06_5F00_15_2D00_53_2D00_11.png

    Hope this helps:)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Same entity Form within another form

    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.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Same entity Form within another form

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

  • Swetha Poojary Salaskar Profile Picture
    Swetha Poojary Sala... 318 on at
    RE: Same entity Form within another form

    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.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Same entity Form within another form

    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.

  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Same entity Form within another form

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

  • gdas Profile Picture
    gdas 50,085 on at
    RE: Same entity Form within another form

    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.

  • Swetha Poojary Salaskar Profile Picture
    Swetha Poojary Sala... 318 on at
    RE: Same entity Form within another form

    Hi Shahbaaz,

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

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Same entity Form within another form

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

    Mansoor

  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Same entity Form within another form

    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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