opening different form types

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Posted on by Ahmad Saud

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Dear all

I do have two form types of OPPORTUNITY, as below , these are two different forms with different fields, now , ONE agent can create opportunities of different types (different forms), my issue is that when opening an existing opportunity, system does not open the right form for that opportunity, instead, it opens that last opened form.

So , how to configure system to open the right form type that belongs to a particular opportunity record.

2018_2D00_10_2D00_12-22_5F00_56_5F00_20_2D00_opening-different-form-types-_2D00_-Message-_2800_HTML_2900_.png

Thanks,

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Verified answer

Mahadeo Matre 17,021 on at

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RE: opening different form types

Hi Ahmad,

You can do this using form selector.

here are some information

community.dynamics.com/.../226961

community.dynamics.com/.../180615

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Verified answer

gdas 50,091 Moderator on at

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RE: opening different form types

Hi Ahmad,

Ideally out of the box its not possible because dynamics CRM records does not associate with the form id so CRM does not know which form you basically create the record .

So it will be better that keep a flag (Or any existing field by which you identify the record to open which form) to identify when and which forms the record is created and based on the flag value redirect the particular form in the update mode. Here is the sample code to do that , Make sure you register below method in both the form on load , just change the form names and the flag field name .

Hope this helps

function OnLoadFormSelector() { if (Xrm.Page.ui.getFormType() == 2) { // This will trigger only when Update form var lblForm; var marketType = Xrm.Page.getAttribute("new_markettype").getValue(); //Get the optionset value , replace the optionset field name switch (marketType) { case 100001: // Replace the optionset value lblForm = "Opportunity Form 1"; // Replace Form name based on optionset value break; case 100003: lblForm = "Opportunity Form 2"; break; default: lblForm = "Opportunity Form 1"; } var formLabel = Xrm.Page.ui.formSelector.getCurrentItem().getLabel(); if (Xrm.Page.ui.formSelector.getCurrentItem().getLabel() != lblForm) { var items = Xrm.Page.ui.formSelector.items.get(); for (var i in items) { var item = items[i]; var itemId = item.getId(); var itemLabel = item.getLabel() if (itemLabel == lblForm) { if (itemLabel != formLabel) { item.navigate(); } } } } } }

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Ahmad Saud 790 on at

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RE: opening different form types

thanks, but i am facing an error when opening an existing opportunity.

the code is :

function OnLoadFormSelector() {

if (Xrm.Page.ui.getFormType() == 2) { // This will trigger only when Update form

var lblForm;

//THIS LINE IS GENERATING THE ERROR

var OPP_Type = Xrm.Page.getAttribute("hsc_originatingleadtype").getValue(); //Get the optionset value , replace the optionset field name

switch (OPP_Type) {

case "Restaurant Lead": // Replace the optionset value

lblForm = "Opportunity-form-1"; // Replace Form name based on optionset value

break;

case "Marketing Lead":

lblForm = "Opportunity-form-2";

break;

default:

lblForm = "Opportunity";

}

var formLabel = Xrm.Page.ui.formSelector.getCurrentItem().getLabel();

if (Xrm.Page.ui.formSelector.getCurrentItem().getLabel() != lblForm) {

var items = Xrm.Page.ui.formSelector.items.get();

for (var i in items) {

var item = items[i];

var itemId = item.getId();

var itemLabel = item.getLabel()

if (itemLabel == lblForm) {

if (itemLabel != formLabel) {

item.navigate();

}

}

}

}

}

}

and the error Is :

TypeError: Cannot read property 'getValue' of null

at OnLoadFormSelector (hungerstation-sb.crm4.dynamics.com/.../hsc_opportunity_form_selector_based_on_lead_type)

thanks.

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Abed Haniyah 4,287 on at

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RE: opening different form types

Hello Ahamad,

Xrm.Page.getAttribute("hsc_originatingleadtype").getValue(); it will retrieve the option set value (number), you can use Xrm.Page.getAttribute("hsc_originatingleadtype").getText(); for retrieving the option set label (text).

Also try to debug your code by using the the browser : developers.google.com/.../javascript

Hope this help.

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Ahmad Saud 790 on at

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RE: opening different form types

thanks you Abed

but the i got the same error.

note: the field type is text-calculated field. i tried both getText and getValue and both gave me the same error.

thanks,

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Verified answer

gdas 50,091 Moderator on at

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RE: opening different form types

Hi Ahmad,

Make sure hsc_originatingleadtype field available in the form.

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Ahmad Saud 790 on at

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RE: opening different form types

it worked finally.

appreciate your help usual Goutam.

regards.

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