Setting form as default with j script

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Posted on by Community Member

Hi,

In a default entity I have several forms that I created, and have set one as a default, but whenever a user selects a form it leaves it there. For example if "Form A" is the default but a user selects "Form B" it will stay on form B until we select form A.

Does anyone know any java script I can use to fix this?

Much appreciation!

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Community Member on at

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Would the following script work if the form I would like to set is "client"?

function setMyFormAsDefault() {

// Set the form name you want to set as default

var myDefFormName = “Client”;

// Get all available forms

if (Xrm.Page.ui.formSelector.items.get()) {

var forms = Xrm.Page.ui.formSelector.items.get();

var formId, formName;

for (var indxForms = 0; indxForms < forms.length; indxForms++) {

formId = forms[indxForms].getId();

formName = forms[indxForms].getLabel();

// Check form name and if it matches set current form as Default

if (formName == myDefFormName) {

forms[indxForms].navigate();

break;

}

}

}

}

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Community Member on at

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Would the following script work if the form I would like to set is "client"?

function setMyFormAsDefault() {

// Set the form name you want to set as default

var myDefFormName = “Client”;

// Get all available forms

if (Xrm.Page.ui.formSelector.items.get()) {

var forms = Xrm.Page.ui.formSelector.items.get();

var formId, formName;

for (var indxForms = 0; indxForms < forms.length; indxForms++) {

formId = forms[indxForms].getId();

formName = forms[indxForms].getLabel();

// Check form name and if it matches set current form as Default

if (formName == myDefFormName) {

forms[indxForms].navigate();

break;

}

}

}

}

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ashlega 34,477 on at

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Hi,

there is a good example here:

community.dynamics.com/.../javascript-form-navigate

It also verifies if currently selected form is, actually, different from what you are trying to navigate to..

Problem is, this kind of script should be utilizing some kind of condition. For example, if there is a particular value selected into an optionset field, you migth want to choose a specific form.

Otherwise, once you call that function, it will navigate to the "client" form.. If you do it in the "onload" of all the forms, then it will constantly be getting you to the "client" form no matter what, and it's, likely, not exactly how you want it to be.

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Nithya Gopinath 17,078 on at

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Hi,

This code will work but usually, we set a particular form as default form based on some logic (field value).

See the links below.

community.dynamics.com/.../157879

saikrishnayadav.blogspot.in/.../set-default-form-in-ms-crm.html

Hope this helps.

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