Can I have one form for Lead creation and another form for Lead editing?

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Posted on by Community Member

hello - (i'm new to CRM admin)

i have an out-of-the-box form called "Lead" that is used to create a new Lead - it's not very lengthy and only needs a few fields to actually create the lead. however, i'm trying to figure out how we can use a different form once that lead is created and we want to edit that lead by entering some additional information using more fields than what we needed at creation time. i know how to create a new form, and i know how to add fields to a form . . . but I can't seem to figure out how to tell CRM that I want to use one form for lead creation and call another form when editing the lead.

thanks in advance for your advice.

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razdynamics 17,308 User Group Leader on at

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Hi Nolan,

CRM allow allows you to also Create 'Quick Create Forms' which are designed to quickly enter minimal information. They are launched whenever a user clicks the + button instead of having to use the Main entity Forms.

However if you want to continue to use the Existing Main entity Forms, you can use a script to Load a Different Form based on a field value, such as status reason so that it loads a different form for records at that stage?

Alternatively you can use Business Process Flow Bar to only show the Most important fields on your form,

My recommendation is to use the Out Of The Box features that are ready to use such as Quick Create Forms or Business Process Flow, but you can achieve you object also with a Javascript to witch your Forms Programatically

Does this help? Kindly Verify by ticking 'Yes' :)

Best Wishes, Raz

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Aiden Kaskela 19,696 on at

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Hi Nolan,

Regarding Raz's suggestion of changing the forms programatically, here's how you'd do that: neilparkhurst.com/.../javascript-form-navigate

Hope this helps! I'd appreciate if you mark any helpful posts as Asnwering your question.

Thanks,

Aiden

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Community Member on at

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thanks for your help. ultimately, the script may be an option - the challenge is that we're still in our infancy with crm and i have no idea how or where to put/invoke the script.

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Community Member on at

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thanks for the tip. i'm learning more about crm all the time thanks to this forum.

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