Customer experience | Sales, Customer Insights,...

Different forms for different contact types

(0) Share

Report

Posted on by Leif_23

169

Hi!

is it possible to define a workflow which sets a certain non-standard form if a contact type (eg. consultant) is selected? This would be super helpful!

eg: Consultant --> consultant form

non-consultant -> standard form

Thanks!!

Best

Leif

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

SErf 659 on at

Like (0)

Report

butenko.pro/.../

Was this reply helpful? Yes No
RakeshJ on at

Like (0)

Report

This should be possible via JavaScript but not from workflow. Most probably an on-load script i.e. whenever a value1 from possible contact type is selected, it will change the form to be any non-standard form you select.

Was this reply helpful? Yes No
Suggested answer

Anupam.khasia 170 on at

Like (0)

Report

https://www.magnetismsolutions.com/blog/gayanperera/2013/07/24/how-to-switch-a-dynamics-crm-form-based-on-a-value

Was this reply helpful? Yes No
Suggested answer

gdas 50,091 Moderator on at

Like (0)

Report

The only supported way to do this using javascript to navigate forms based on field value.Above posted first article mentioned that but there is an issue with last viewed forms it will load twice if last viewed forms is different. Second options was mentioned plugin ,which I dont think is supported as this would have impacted when you open form editor , it will always open same forms.

And the third option Andrew's article should work when you open forms using ribbon or some event.

In my opinion the best way is to show hide section and create same forms if you want to achieve your requirements very simple way.

Was this reply helpful? Yes No