Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Dynamics CRM Online Set Form based on Field Value

Posted on by 1,267

Is it possible to change form on an entity based on the value of a field?

Preferably it should be done in a Business Process flow with two branches. The entity starts in one stage - and if Value A is chosen is branches off into one branch with Form A - and if Value B is chosen it branches off into another branch with Form B.

*This post is locked for comments

  • MezMarianne Profile Picture
    MezMarianne 1,267 on at
    RE: Dynamics CRM Online Set Form based on Field Value

    Thank you. Yes, the branching is not a problem. It is the form change.

    I (and client) are not happy about using Javascript that stops working with every new update of CRM.

    We are rethinking the design of one form instead.

    Thanks for the links though. One of them was new for me.

  • Verified answer
    PS Profile Picture
    PS 23,577 on at
    RE: Dynamics CRM Online Set Form based on Field Value

    Hi Marianne

    Branching of Business Process can be done via OOB business process flow. While changing of form based on a field value can be done by a Javascript, here are few threads to help you:

    community.dynamics.com/.../157879

    mscrmshop.blogspot.com.au/.../how-to-display-entity-form-based-on.html

    www.magnetismsolutions.com/.../how-to-switch-a-dynamics-crm-form-based-on-a-value

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans