keeping form maintenance easier, similar forms, small differences

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Posted on by Community Member Microsoft Employee

Hi,

I have a couple of forms for contacts and accounts which all share quite some same sections and fields. Once created though that means that I have to make changes to those sections and field in all of those forms.

Is there a way to share these sections among the various forms making it possible to only have to alter the section/field once and automatically have it on all the forms?

Quick view forms don't do the trick because they always have to be related to a lookup field. Hiding and showing sections based on security roles doesn't either because one person has to be able to use one or the other.

Thank you!

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RamKumarb 826 on at

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RE: keeping form maintenance easier, similar forms, small differences

hi ,

i think this can be achieved by creating a WORKFLOW between Account and Contact Entity (Create a relationship ) .

We can configure the workflow when record field in account changes, and run the workflow as an ON-DEMAND PROCESS or as an child process for particular associated contacts .
Community Member Microsoft Employee on at

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RE: keeping form maintenance easier, similar forms, small differences

Sad news indeed :-( but nonetheless thank you for replying.
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Community Member Microsoft Employee on at

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RE: keeping form maintenance easier, similar forms, small differences

I don't think it's possible. Each form has to be edited individually. There are no tools to do this