Multiple Opportunity form

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Posted on by Zulqarnain

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Hello, In Dynamics CRM 2013, I have 3 business units and 3 opportunity forms in opportunity entity, all forms are having separate data capture fields. Security roles are assigned to each form so that the people in concerned business unit can access/add/edit it. all is ok up to here. VP sales have security role to access all 3 types of opportunities and can add/edit etc. Problem: When VP clicks any opportunity in the view, it open in wrong opportunity form and he has to select from the top the correct form to get the complete record. Is there any way to let the opportunity open automatically in the form in which it was originally created? Many thanks in advance. Siddiq

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Karth on at

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You can configure the order in which the form needs to be rendered. Go to System View Customization. Click on Form Order. Click on Main Form Set. Use the arrows to specify the order in which you want the form to be displayed.

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ScottDurow 21 on at

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Hi,

By default CRM will open up the last viewed form. You can use javascript to change the form dynamically based on some values on the form using Xrm.Page.ui.formSelector.items.get(itemId).navigate();

See ms-dynamics-crm2011.blogspot.co.uk/.../how-to-change-form-type-dynamically.html

Hope this helps,

Scott

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Zulqarnain 420 on at

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Ordering the forms didn't solve the issue, opportunity not related to the form on top in order will open with it and the issue remains same until a user switch to the appropriate form.

I think there should be some thing (link/relation/action) which can bind the opportunity record to the form it was created in.

looking forward for more support and ideas.

Thanks

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Zulqarnain 420 on at

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Hello Scott,

Thank you, your suggestion's was valuable, However I tried your solution but somehow didn't work, I am little confused on weather to use a fixed field value on each form or an option set. in case of option set, a value is selected when during new entry.

By the way is there any way to stop CRM remembering last viewed form, this was I might not need Java script.

Many thanks in advance and looking forward

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ScottDurow 21 on at

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Hi,

There isn't anyway of stopping it remembering the last form unfortunately.

If you'd like to post your javascript we can take a look.

Cheers,

Scott

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Zulqarnain 420 on at

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Hi Scott,

I have an option set on each form having 3 options e.g. Unit1, Unit2, Unit3

You gave an idea to use Java script, I used the below the below script, and called SetForm() function on form load.

------------------------

function SetForm()

{

var currentForm = Xrm.Page.ui.formSelector.getCurrentItem().getId();

var Information;

var cType = Xrm.Page.data.entity.attributes.get('new_businessunit').getText().toLowerCase();

if(cType == '')

{

return;

}

var forms = Xrm.Page.ui.formSelector.items.get();

var i = 0;

for (i = 0; i < forms.length; i++)

{

if (forms[i].getLabel().toLowerCase() == cType)

{

if (currentForm != forms[i].getId())

{

forms[i].navigate();

}

return;

}

if (forms[i].getLabel().toLowerCase() == 'New')

{

Information = forms[i];

}

}

if (currentForm != Information.getId())

{

Information.navigate();

}

}

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ScottDurow 21 on at

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Are you getting an error?

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Zulqarnain 420 on at

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No, there is no error message. is that code correct? or the method I am using. Since I am not good at all in Java, I still don't understand how the above code works.

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