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Hi Team,
I have one requirement that needs to automatically load particular form for Account based on status field value, below i am listing out the forms that i want to display automatically while loading the record status wise.
1. Form: sales Form : status : Develop
2.Form : service Form: status : Agreement
So if user is opening a record which has status as Develop then automatically Sales Form should be loaded.
and If user is opening a record which has status as Agreement then automatically Service Form should be loaded.
How could be implement this in CRM v 9.0 online,even we use navigate feature using javascript it is giving the form loading experience twice to Customer.
so please give any suggestions and workarounds.
Thanks,
Nagaraj
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Hi Nagaraj,
There isn't any straight forward/ standard way to specify the form based on status. The only option you have is to add the JavaScript and used navigation as suggested above.
Hope this helps.
thanks Clement ,
I checked that link , it has same solution what i already implemented i.e, to navigate to specific.
but i dont want to navigate , while opening the record it self it should load that specific form
Hello,
You can have a look to the solution defined here : www.magnetismsolutions.com/.../how-to-switch-a-dynamics-crm-form-based-on-a-value
Clément
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