Another form for editing entity.

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Hi all,

I want to set another form for show/edit entity (f.e. account). I mean, when I click to the some account, I want to see another form than I click to create account.

Now I have one form for create and show/edit. Not quick create. How can I do this?

Thank you for replies.

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Community Member on at

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Hi,

Please refer the below links that will guide you on the same :

technet.microsoft.com/.../dn531143.aspx

technet.microsoft.com/.../dn531147.aspx

www.youtube.com/watch

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abhishek_255 1,614 on at

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Hi Guedda,

You can set form orders and move the form on top that you want to show.

Go to settings>>Customization>> Customize the system>> Select Entity "Account">>Go To Forms>>Form Orders>>Select Form Type (Form type that you have specified for new form)>> Reorder>> Publish customization.

If my response helps you, please mark it as "Verified".

Best Regards,

Abhishek

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Community Member on at

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I know, how to create forms. But I want more.

Lets imagine, that I have default form "Information" and I create another mainform "ShowAccount". When I click on "New Account" I see "Information"-form. This is good. But if I click to existing account, I see "Information"-form too. But I need to see "ShowAccount"-form. How can I do this? I don't find anything about my problems in your links.

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Community Member on at

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Thank you for reply, but this is not exactly what I need. Please, see my reply to Mohit Bansal above

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BharatPremji 2,485 on at

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Hi Guedda,

Have a look at my post in this thread:

community.dynamics.com/.../200722

You could replace the 'New' button in the ribbon with a custom button and put Javascript to call your 'NewAccount' form. This would force that form to be opened when a user wants to create a new record.

You would then set your 'ShowAccount' as the default form, CRM would then open this form when an existing record is opened from a list view.

Hope that helps

Bharat

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BharatPremji 2,485 on at

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Depending on the complexity and differences between the 2 forms you could show/hide tabs/sections/fields with JavaScript depending on the Form Type:

msdn.microsoft.com/.../gg327828.aspx

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Mahendar Pal 45,095 on at

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Hello,

You can use two options, either assign entity forms to specific user security role if you want to manage forms based on security role (although it don't look like you wan to do it based on security role, but just want to mention this option)

Or

Define criteria to open different form based on some logic, may be based on some option set or other field value , and you can write javascript/plugin to open specific form based on this logic.

Still the easiest way will be to show/hide field as suggested Bharat.

Thanks

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Thank you very much, but I don't know how can I hide New button and Add my custom button and how I can add to this button JavaScript function. Please, help me.

I downloaded RibbonWorkbench.zip, but there are several xml-files, which I don't understand too.

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ShahXu 1,515 on at

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use ribbon workbench editor to create new button and to hide new button use display rule.

if formType != 1 then show else hide.

it can be easily downloaded and imported using solution wizard

ribbonworkbench.uservoice.com/.../80806-download-ribbon-workbench-for-crm-2011-2013-2015

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ShahXu 1,515 on at

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if you don't want to use 2nd form for creation of records then just click right on new button and select hide and publish the customization without using display rule

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