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Microsoft Dynamics CRM (Archived)

Open Specific Form Based on Field Value - New Record

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Dear All,

As discussed in the post "community.dynamics.com/.../386353", we have the same scenario, like multiple contact forms and switching them based on a field's value using Plugin Approach. Which is working perfectly and with great accuracy and speed.

But the problem that we are facing now is for the new records. For the new records, the plugin is not fired at all. Hence we were not able to follow this approach. We would like to fix to only one form for "New Contacts". All other forms are "Read only" forms.

Is there any other way to achieve this?

Thanks,
Bala

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  • Suggested answer
    Mandar Joshi Profile Picture
    2,116 on at

    You will have to have a JScript that run on load of a form. Look for Xrm.Utility.openEntityForm(name,id,parameters,windowOptions) in below link. This should help.

    msdn.microsoft.com/.../jj602956.aspx

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