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Microsoft Dynamics CRM (Archived)

embed a form within another form

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Hello,

We need to create 20 entities with forms to collect data from the users. These forms share some common sections. However, we don't want to create the same UI sections for all the forms. 

Is it possible that I can create an entity for the common section, and then embed its UI within others? I just want to keep one single form UI and reuse it when needed.

Thanks in advance,

Hao

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  • Community Member Profile Picture
    on at
    RE: embed a form within another form

    Hi Aileen,

    Thank you so much, I really appreciate your help and will definitely take your suggestions into consideration.

    Hao

  • Verified answer
    Aileen Gusni Profile Picture
    44,524 on at
    RE: embed a form within another form

    Hao Tian,

    If you embed a form to another form, then the problem if you have multiple entities.

    Let's say you put a custom entity form as the common one, then you put in other 20 entities, for example Account, Contact, lead, then you need also to maintain the relationship between them, because entity form in CRM is by entity, so you need to link the Account with the custom entity, contact with that custom entity and so on.

    Imagine, you have all then you will have 20 lookup as well, then you will see two different command bar, in order for you to save it, since one form have another entity form, so you need to store 2 set of data of 2 entities.

    It is possible, but you need to maintain 2 forms in 1 entity.

    Some more, read this:

    msdn.microsoft.com/.../gg328034.aspx

    " Displaying an entity form within an IFrame embedded in another entity form is not supported."

    I think you can see this concept:

    mscrminscotland.blogspot.sg/.../showing-custom-entity-in-iframe.html

    But this is not for CRM 2013, and if you see also that is not supported

    I got this problem because, I have indemnity form that must appear in many entities form, so I create another aspx or you can also create a web resource to show all fields required. Then you save it, just link this to the parent entity.

    Hao Tian, the idea you asked is excellent, but before it is too far, if possible using the web resource since it is supported.

    Thanks.

  • Community Member Profile Picture
    on at
    RE: embed a form within another form

    Thanks HIMBAP and Jharana, I will give iFrame a try.

    Hao

  • Suggested answer
    Jharana Baliyar Singh Profile Picture
    2,667 on at
    RE: embed a form within another form

    Hi Hao,

    Please refer this link:www.c2software.com/.../embed-iframe-dynamics-crm-form.aspx

    Thanks

  • Mahendar Pal Profile Picture
    45,095 on at
    RE: embed a form within another form

    Hi,

    You can easily embad one entity form to another in iframe but the problem is about the data that you will enter it will go to the source entity which is in iframe.

    But you could design a html web resource and reuse it for all the forms and you can code html web resource to store data to your parent form where it is hosted.

    Hope it will help you.

    Thanks

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