Hi there,
I know you can default certain form views based on users and security roles, but I want to do this based on a value selected in the record.
We're going to be using Accounts for customers, prospects, vendors and partners. Vendors and partners have different forms since the data collected is unique to them.
The Relationship Type picklist is required. When the picklist choice is selected - say, Partner, I would like for each time that record options to open up on the Partner form view.
But if you leave it, and go into customer accounts, it should go right back to the default normal view, and not the partner view any longer.
Is this doable with simple configuration, workflows or such? Thanks!
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Thanks Karth,
I'll look into this and see if I feel comfortable messing with the code. At least I know how to do it now!
CRM 2013 exposes Xrm.Page.ui.formSelector property to achieve this through JScript. You need to configure your JScript on Load and Save of the CRM Form.
Here's how this is done in CRM 2011. Pretty sure you can use the same approach for CRM 2013.
mscrmshop.blogspot.com.au/.../how-to-display-entity-form-based-on.html
Here's another post where someone had a similar requirement.
social.microsoft.com/.../change-forms-using-javascript
So, the answer is - yes, this is doable but with Jscript.
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