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Customer experience | Sales, Customer Insights,...
Suggested Answer

How to change main form.

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Posted on by

Hi guys, 

I have different types of main form for each different BPF.

When I add a new opportunity the system gives me just one main form for (A) BPF

This is the form before I hit save. 

pastedimage1585243373233v1.png

What I need to do is to change this fields to different fields that will trigger another BPF: 

Is there a way to change this main form within the same entity? 

I have the same question (0)
  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    I'm afraid you will have to switch form using JavaScript - www.magnetismsolutions.com/.../how-to-switch-a-dynamics-crm-form-based-on-a-value

  • Suggested answer
    Miguel Lourenco Profile Picture
    Microsoft Employee on at

    Hi Mauricio,

    I'm not understanding your question.

    Do you want to be able to change the shown form depending on some field values? If so you can check

    docs.microsoft.com/.../formcontext-ui-formselector

    and use the navigate

    Hope it helps

  • Community Member Profile Picture
    on at

    Thanks for the answer Miguel,

    What I need to do is to have different shown forms depending on what type of opportinity I'm adding.

    For example, I have an Entity Opportunity, this entity have different opportunities types  A, B, C and so on. For opportunity A, I need one shown form, for B another and so.  What I'm asking is to see if Im able to change this shown form to another depending on they type of opportunity because the types have different data I need to add.

  • Miguel Lourenco Profile Picture
    Microsoft Employee on at

    Hi Mauricio,

    Hi think you can use the example from Andrew's post.

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