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Multiple Forms on Single Entity trigger pop up

Posted on by Microsoft Employee

Hi everyone,

I have 3 forms on the account entity:

FormA, FormB, and FormC

I would like to trigger a pop-up onclick of the "new" record button which displays a radio button list to select which form to open. Then open the corresponding form onclick of the proceed button.

How can I accomplish the above? Any help would be greatly appreciated. 

Thanks.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Multiple Forms on Single Entity trigger pop up

    Hi !
     
    Have you checked MS "Open forms, views, dialogs, and reports with a URL" article msdn.microsoft.com/.../gg328483.aspx ?
    Also, you can accomplish the above through custom web resource with radiobuttons + Javascript handle + crm form Id.

    Hope this helps

    Vlad
    http://dynamicalabs.com/

    Any post on this page provided "as is" without warranty of any kind and is for educational and information purposes only. We disclaim any liability arising from any reliance placed on any post.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Multiple Forms on Single Entity trigger pop up

    Would anyone know the Javascript code for the same?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Multiple Forms on Single Entity trigger pop up

    Thanks for your help Mahen.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Multiple Forms on Single Entity trigger pop up

    Hi,

    You can override New (create custom button and hide out of the box button) and add your custom js code there and open required form using Xrm.Utility

    Check our post for reference: http://himbap.com/blog/?p=1486

    msdn.microsoft.com/.../jj602956.aspx;MSPPError=-2147217396

    Thanks

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