Microsoft Dynamics CRM (Archived)

Open form based on associated record in same entity

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Hi everyone,

I have 3 main forms in the account entity

- formA, formB, and formC

When I open some previously created record, it open in the form which was last opened by the user.

I want to open the form in which the record was originally created in.

Does anyone have code for the same requirement?

Thanks

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Mahendar Pal 45,095 on at

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Hi,

This is a default behaviour of CRM, you can write a small code on OnSave event of form to capture form name in some custom text field. Further you can use script to read this field and load specifc form using Script check this: www.magnetismsolutions.com/.../how-to-switch-a-dynamics-crm-form-based-on-a-value

Or you can have server side code for this

gonzaloruizcrm.blogspot.in/.../avoiding-form-reload-when-switching-crm.html

Thanks

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Hi,

it will be tricky but what you could do is as follow:

1 when record is created save the form name in a field

2 when you load check the value in this field

3 if the name is the same as the current it is fine

else use javascript to redirect you to the correct form

here are sample of Jscript code: community.dynamics.com/.../223710

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Community Member on at

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I have applied function on my forms to save the form name on a custom field.

Now, how can I open the corresponding form? Can you please share the code for the same. Thanks in advance.

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Community Member on at

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I have applied the following code for my custom field "new_formname" but it isnt working. It is a single line of text field and not a picklist field (does that make a difference - any changes in code necessary?).

Please help. Thanks.

//if the form is update form

if (Xrm.Page.ui.getFormType()==2)

// variable to store the name of the form

var lblForm;

// get the value picklist field

var relType = Xrm.Page.getAttribute("new_formname").getValue();

// switch statement to assign the form to the picklist value

//change the switch statement based on the forms numbers and picklist values

switch (relType) {

case 1:

lblForm = "AccountC";

break;

case 2:

lblForm = "AccountB";

break;

default:

lblForm = "AccountA";

}

//check if the current form is form need to be displayed based on the value

if (Xrm.Page.ui.formSelector.getCurrentItem().getLabel() != lblForm) {

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

for (var i in items) {

var item = items[i];

var itemId = item.getId();

var itemLabel = item.getLabel()

if (itemLabel == lblForm) {

//navigate to the form

item.navigate();

} //endif

} //end for

} //endif

}//endif

} //end function

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Mahendar Pal 45,095 on at

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Hello,

First make sure this field have value or not, you can simply put a alert on that, alert(relType ), you can also debug your script just using debugger keyword, are you getting any error ?? any page script error ??

Thanks

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Community Member on at

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Hello,

I used the alert(relType) and it returned the form name from custom field on the pop up. I am getting the following page script error.

I am unable to debug the error. Please offer a solution.

Thanks.

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Mahendar Pal 45,095 on at

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Hello,

Can you download and share log file here, in what line you are getting this error ??

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@oticon.crm8.dynamics.com/.../ClientApiWrapper.aspx line 159 > eval:1:1
RunHandlerInternal@oticon.crm8.dynamics.com/.../ClientApiWrapper.aspx
RunHandlers@oticon.crm8.dynamics.com/.../ClientApiWrapper.aspx
OnScriptTagLoaded@oticon.crm8.dynamics.com/.../ClientApiWrapper.aspx
AppendScriptTag/scriptTag.onload/<@oticon.crm8.dynamics.com/.../ClientApiWrapper.aspx

This is the log file. Thank you.

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Mahendar Pal 45,095 on at

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Hello,

There is issue in your code, use following code, it's working fine for me

function onLoad() { //if the form is update form if (Xrm.Page.ui.getFormType()==2) // variable to store the name of the form var lblForm; // get the value picklist field var relType = Xrm.Page.getAttribute("new_formname").getValue(); // switch statement to assign the form to the picklist value //change the switch statement based on the forms numbers and picklist values switch (relType) { case 'AccountC': lblForm = "AccountC"; break; case 'AccountB': lblForm = "AccountB"; break; default: lblForm = "AccountA"; } //check if the current form is form need to be displayed based on the value if (Xrm.Page.ui.formSelector.getCurrentItem().getLabel() != lblForm) { var items = Xrm.Page.ui.formSelector.items.get(); for (var i in items) { var item = items[i]; var itemId = item.getId(); var itemLabel = item.getLabel() if (itemLabel == lblForm) { //navigate to the form item.navigate(); return; } //endif } //end for } //endif }//endif

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It works like a charm! Thank you so much!!

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