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Hi, can we have multiple main forms for one entity in the Customer Service-hub?
In the regular web client you can select the form you like once available, but I don't see that option in the Interactive Experience.
My scenario: when managing a case of type Problem, the data needed to maintain is very different from the data when the case is of type Request or so.
So I want to offer the users two seperate form types.
Or are there better ways to accomplish this?
Kind regards,
Maurits
The Netherlands
Hello @BusyIntelligence, sorry for the very much delayed reply!
When you create a new app, you have the option to base it on another one, that would clone the original app :-)
Wow, thanks Michel. It's really that easy, never knew that.
I've changed the hub and it works as you wrote indeed.
Thanks a lot!
Silly question perhaps, but how to clone an app?
Maurits
Hey Maurits,
This is absolutely possible.
This thing with 'apps' in Dynamics 365 is that they only show the Forms, Views, Dashboards and Graphs that are explicitly included, all the rest is hidden.
----
To add extra Forms (or Views or Dashboards or Graphs):
Go into your Customer Service Hub app and now you'll see the extra form.
Hope this answers your question!
- Michel
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