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saving selected form row when switching between forms and/or disabling automatic first row selection when opening new form

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Posted on by Roberts M 5

Hello, Im new in Dynamics. I need to find a solution for following problem. When you open new form it always selects/marks the first record. However sometimes its disturbing for client as he needs to go back and forth between the forms and work with one record only. Could you please provide some solution on how to save the selected record in form (when switching to different form and coming back the same record is selected) and/or turn off the automatic first record selection when opening new form. Thanks in advance.

Best regards,

Roberts

  • Suggested answer
    Haansi Profile Picture
    Haansi 1,431 on at
    RE: saving selected form row when switching between forms and/or disabling automatic first row selection when opening new form

    Hi Roberts,

    [quote user="Roberts M"]When you open new form it always selects/marks the first record. However sometimes its disturbing for client as he needs to go back and forth between the forms and work with one record only. [/quote]

    By forms are you referring records / entities ? I think you are, actually description need some clarity. Here are few suggestions:

    1.  Is your client not using multiple tabs ? Ctrl + clicking record will open entity (record) in a separate tab.

    2. I hope in their environment auto save is enabled. Once record is initially saved, it auto save changes every 30 seconds but this features might and can be disabled.

    If you more help, please give some explanation or screen shots if possible. 

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