can i insert two quick view forms into my main form ??

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Posted on by tarunnyc

hi im trying to insert two quick view forms which i created in my account entity and show it in my case main form . the problem is it only shows only 1 quick lookup form . is there any rule which says i can only insert 1 lookup form ??

thankyou

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amb2000 1,385 on at

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RE: can i insert two quick view forms into my main form ??

Is there a reason for having 2 different quick view forms? Can you combine the fields from each quick view form into 1 quick view form? This would simplify things for you.

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Alex Fun Wei Jie 33,626 on at

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RE: can i insert two quick view forms into my main form ??

Hi,

I tested in my environment, I dont see a problem by adding two quick view form

Try publish again and check is there any script that hide the quick view form?

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LeoAlt 16,331 Moderator on at

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RE: can i insert two quick view forms into my main form ??

Hi partner,

I have tried in my environment(online v9.1) and I also could not get this operation successfully.

If you want to put some fields of account in case main form, there is another way with a little bit trickier.

1. Create new Account fields in Case form that you want to put into case form.

2.Add JS code when changing the account lookup field in the case form(onchange event), when selecting an account in lookup field, get the guid of account record and use WebApi get the fields value of the account and then set the values to the corresponding fields in the case form.

For example, we want to show address, phone, contact fields of account in case form, so we firstly create these 3 fields in case form and then bring out relevant data through the selected account.

In this way, we can add fields of any associated entity.

Hope it helps.

Best Regards,

Leo

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tarunnyc 65 on at

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RE: can i insert two quick view forms into my main form ??

hi i used to do that before . just eager to know whether that was possible thanx

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LeoAlt 16,331 Moderator on at

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RE: can i insert two quick view forms into my main form ??

Hi partner,
Yes, it is possible to have 2 quick view forms in a main form.
Here is my test result.

Hope it helps

Best Regards,

Leo

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