Best Practice for opening multiple forms in a single entity

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Hi everyone,

I have 3 main forms in the account entity. Form1, Form2, and Form3

I would like to know the best approach to open the form upon asking for user input. I would like there to be some way to ask the user which form to open then open the corresponding form.

Note: All users can access all forms so I do not want to use the security roles approach.

Thanks

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Community Member on at

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Use Ribbon Workbench and add 'Edit' buttons in the Command bar. This will help you redirect the user from the View to a required Form. Use FormId to redirect to the required Form. Refer this:

https://msdn.microsoft.com/.../gg328483.aspx

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RaviKashyap 55,410 Moderator on at

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You can add an option set field with tge name of tge forms. And then write a javascript onload and onchange to open the form based on that value.

Hope this helps

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Hi Shubh,

you could follow three approaches:

1) three custom buttons on entity Home Page, like "Open with Form 1", "Open with Form 2", "Open with Form 3" (need Ribbon Workbench + javascript)

2) one "passing form" set as main form, where you could "automate" form opening: if user never choose a form, let him choose it (popup o picklist o webresource, etc.); once choosed a form you could "save" it into a new user attribute (we say "Default Form") an opening always this form on next "passing form" check (javascript only)

3) add "other form" button inside the default form which can rapidly change form clicking on it (webresource + javascript)

Please let me know if you solve.

If you found the answer helpful, please mark as Verified

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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Hi Francesco,

How can I perform the 2nd approach. Only thing though, I don't want to automate form opening. I would like to have user input each time the user wants to create a record. Do you have javascript for the popup o picklist o webresource approach?

Thanks

Shubh

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imayur 630 on at

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Hi,

Can you please elaborate user input?

I think this is out of the box functionality to switch form. Above name of record there is dropdown contains forms are listed. By selecting form from the dropdown, the selected form will be switched for the saved or new record.

There are multiple ways to select form by code as well.

On change of optionset/field.

Add buttons on ribbon and write code to switch form.

Based on some value of field form can be switched.

You can refer below for switching form

function SwitchForm() { var lblForm; var val = Xrm.Page.getAttribute("new_somefield").getValue(); switch (val) { case 'Form1': case 'Form2': lblForm = "TEST Form1"; break; default: lblForm = "Information"; } var formLabel = Xrm.Page.ui.formSelector.getCurrentItem().getLabel(); if (Xrm.Page.ui.formSelector.getCurrentItem().getLabel() != lblForm) { var items = Xrm.Page.ui.formSelector.items.get(); for (var i in items) { var item = items[i]; var itemId = item.getId(); var itemLabel = item.getLabel() if (itemLabel == lblForm) { if (itemLabel != formLabel) { item.navigate(); } } } } }

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I actually want the user to be able to select the form when clicking "new" button on some entity. I am aware that the user can simply switch form the drop down menu but to make it simpler for the user, I would like to system to ask for user input to avoid human error.

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imayur 630 on at

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Here is one approach

A custom ribbon button for New and web resource contains dropdown list to select form and button to open form new form.

Open the web resource in XRM Internal dialog.

You can refer below snippet to generate url for opening particular form

var newFormurl = crmOrgeUrl + '/main.aspx?etn=[entityname]&extraqs=etc=[entitytypecode]&formid=[formguid]&id={[recordguid]}&pagetype=entityrecord';

[formguid] is where you have pass form guid and some parameters are not needed

window.open(newFormurl); //to open form

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Community Member on at

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Hi,

Do you have the code for the web resource dropdown list?

Thanks

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Hi Shubh G,

if you identify the solution thanks to an answer, please mark it as verified to encourage the community to provide more and more a better support.

Then open a more focused question about creating a web resource (or other solution) to popup a request to user to change form: it will be hepful to other people searching for a such solution.

Thank you. Francesco

If you found the answer helpful, please mark as Verified

Join my network on LinkedIn Follow me on Twitter

Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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