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How to change main form.

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Posted on by Community Member

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.

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?

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a33ik 84,331 Most Valuable Professional on at

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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

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Miguel Lourenco on at

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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

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Community Member on at

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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.

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Miguel Lourenco on at

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Hi Mauricio,

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

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