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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to create a new fo...
Microsoft Dynamics CRM (Archived)

How to create a new form based on an Existing one

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Posted on by Community Member Microsoft Employee

Dear all,

I need to create a new Entity Form which should be linked to the Order Entity. That new Entity form will have quite similar field as the Order Form like Customer info, product list...

So in order to reduce the amount of work is there a way to clone in a way the Order Entity and save it to a new name ?

For exemple my goal is to create a Process Order new Entity which is link to Order Entity.
The goal of the Process Order form is to be able to selecter products from Order form which belong to a certain Supplier, then prepare the PO for that supplier to be send to him.

So I need to be able to retrive from Order in the PO form follwing fields :

- Csutomer information
- Shipping adress
- Select product from Order Product List for this particular supplier

Any steps by stem how to do that ?

regards

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to create a new form based on an Existing one

    So you suggest to recreate from scratch the new Entity ?

    How relation can be done in order to extract proper supplier based on products from the list of Order Product ?

  • Turlapati Vishnu Nandan Profile Picture
    Turlapati Vishnu Na... 336 on at
    RE: How to create a new form based on an Existing one

    Hi there,

    I guess it is tough to copy one entity form to another entity form. Because the schema names, relationships will vary from one entity to another.

    Regards,

    Vishnu

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to create a new form based on an Existing one

    Using copy form.

    1. Open the the form you want to copy.

    2. Click on Save As button to save a copy of the original form.

    Hope it is helpful.

    Runner288

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