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

Dynamics CRM 365 Switching Forms Depending On Fields

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Posted on by 677

Hi All,

I have a request from one of my customers whereas they would like some logic added whereas depending on what is selected on one of the fields it shows the corresponding form to the user, is this possible without having to do java etc..?

Example:

Click onto a customer record, the customer status is equals to shop so load the Shop form

Customer status = charity so show the charity form.

Hope this makes sense, any help or guidance appreciated.

Andrew

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  • Suggested answer
    Naveen Ganeshe Profile Picture
    3,397 User Group Leader on at

    Hello Abutler,

    There is no other way to achieve it without javascript or C#. Please see below link:

    community.dynamics.com/.../open-specific-form-based-on-field-value

  • Suggested answer
    Pawar Pravin  Profile Picture
    5,237 on at

    You can't do it without use of JS.

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    I have bad experience with similar kind of requirement. Even if you implement with JS your forms will be load twice. For the first time last view form will load and then JS onload trigger  as you have to register JS on each form on load event and then check the value to redirect requested form . So your client may not accept loading of forms two times, this will also reduce performance . So I would request to keep fields in  same form with different tab/section and show hide tab/section based on field value. 

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