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I have two main forms using the same entity. How do can I disable or hide the ability for the user to select which form from within a "New" record or "Edit" record screen?
I would like to disable or hide the highlighted Form change dropdown. The users need to have both but I will direct them there from the navigation pane.
P.S. Is there a way to also rename the form header instead of use the Entity name?
Hi mykedeabreu,
You want to load one form when user create new records and load another form when edit original records, right?
If so, you can use js code (formContext.ui.formSelector property) to load different forms automatically.
Take the account entity as an example, it lists two forms for select.
Here are steps:
1.Write js code.
For new records and original records, their name field is different, you can use it as condition.
function NavigateForm(executionContext) {
var formContext = executionContext.getFormContext();
var name = formContext.getAttribute("name").getValue();
var currentItem = formContext.ui.formSelector.getCurrentItem();//current form
var availableForms = formContext.ui.formSelector.items.get();//list all forms
var formItem1 = availableForms[0];//Account form
var formItem2 = availableForms[1];//New form
if (name != null) {
if (currentItem != formItem1)//curren form is not Account
formItem1.navigate();//redirect to Account form
}
else {
if (currentItem != formItem2)//curren form is not New form
formItem2.navigate();//redirect to New form
}
}
2.Add js to the form.
(1)Go Settings > Customizations > Customize the system > Web Resource.
(2)Go Settings > Customizations > Customize the system > Entities > Account > Forms to open 'Account' form.
Clicking 'Form properties' to add the web resource.
(3)Repeat step(2) in 'New Form'.
(4) Save and publish all customizations.
3.Test,
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Thank you for your response. I do need both forms available to the user. If they have a New Request: they need to see "New Request" form. If they have "Change Request" they need a form where they are selecting a client then changing some fields.
Hi partner,
What you need is that show only one main form when create or edit form, right?
If so, you can set it in app designer(For example, I'll use the account entity to test).
1.Check which app you are using, then find it to click … button to open in app desiner.
Find the entity you need and click 'Forms', you will notice that all forms are checked in the right pane.
Then you can uncheck 'All' and select one main forms you want to check, save and publish it.
Test:
Before:
After:
For second question, "rename the form header instead of use the Entity name".
Unfortunately, you can't change it with value you want, which is by-design.
It shows 'New + Entity name' for new records, and shows 'name' for existing records.
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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