Skip to main content

Notifications

Microsoft Dynamics CRM (Archived)

Default Form view for account, based on value selected in relationship type field

(0) ShareShare
ReportReport
Posted on by

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!

*This post is locked for comments

  • RE: Default Form view for account, based on value selected in relationship type field

    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!

  • Verified answer
    Karth Profile Picture
    Karth on at
    RE: Default Form view for account, based on value selected in relationship type field

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,996 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,853 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans