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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Loading Entity Form Au...
Microsoft Dynamics CRM (Archived)

Loading Entity Form Automatically based on Field Value of Record, Not based on Security Role

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Posted on by Nagaraj M 161

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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I have the same question (0)
  • Clem Profile Picture
    Clem 2,541 on at

    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

  • Nagaraj M Profile Picture
    Nagaraj M 161 on at

    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

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    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.

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