costumize standard form based on sitemap

(0) Share

Report

Posted on by Rory - Work2B

Hi,

I use for example the contact entity for multiple groups (customers contacts and candidates (recruitment)), I have designed multiple forms and views fitting with the group. I have insert these groups in the sitemap.

Example:

Candidates
Candidates (entity contacts)

Customers
Customers (entity contacts)

Is there a way the set the default view and form? So for example when you click on candidates dynamics will give the candidates view.

Thanks.

Regards,

Rory

I have the same question (0)

All responses (5)

Answers (2)

Sort by

M.Azwar Alam on at

Like (0)

Report
Copy link

Link copied!

Hi ,

You can open form according to security roles. Following link might help you

docs.microsoft.com/.../assign-security-roles-form

Mark answer as verified, if it is feasible for you

Was this reply helpful? Yes No
LuHao 40,892 on at

Like (0)

Report
Copy link

Link copied!

Hi Rory,

Unfortunately, it is impossible to set different default views and forms for different areas within the site map.

We can only choose the security role visible to different forms, but this method is not suitable for your scenario.

Was this reply helpful? Yes No
Verified answer

Miguel Lourenco Microsoft Employee on at

Like (1)

Report
Copy link

Link copied!

Hi Rory,

I believe I've managed to do this at least in UCI. I went to the sitemap and changed it to:

Being the url:

/main.aspx?pagetype=entitylist&etn=account&viewid={61273827-328E-E011-95AE-00155D9CFA03}

Of course you need to change to contact and replace the guid with yours view's id.

Now, when you click on any record a form will open and inside that form, you can add a javascript onload event. In that function you will check if the record is a candidate or a customer.

based on that criteria you can:

view all forms you have available:

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/formcontext-ui-formselector

and finally navigate to which one you want:

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/formcontext-ui-formselector/navigate

hope it helps!

Was this reply helpful? Yes No
Verified answer

CRMJetty 3,514 on at

Like (1)

Report
Copy link

Link copied!

Hello Rory,

Greetings of the day!

In regards to your concern, You will need to set only one default view,

Steps to set default view:
1.Go to settings -> Customization -> Customize the system
2.Expand entity from components -> Click on views
3.From list of views select your view & click on "More Actions" -> "Set Default"

Also, kindly find the Reference link for set default form: https://carldesouza.com/set-default-form-order-dynamics-365/

I hope it helps! Let me know in case of any other concern.

Kind Regards,

CRMjetty

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

DynamicsCRM Customer Portal for Wordpress

Dynamics CRM Customer Portal

Dynamics CRM Customer Portal

Dynamics CRM Customer Portal

Dynamics CRM Customer Portal

Was this reply helpful? Yes No
Rory - Work2B 30 on at

Like (0)

Report
Copy link

Link copied!

This is a partial solution for at view, when I understand correctly there is no solution for the forms

Was this reply helpful? Yes No