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Suppose say we have a field which has 2 options: Individual & corporate customers. Based on the field option selected we have to render a particular form (we have one form for individual option and another form for corporate option).
How to approach this problem in CRM? If possible please give me the architecture of your solutions and java script code.
Thanks in advance
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Hi,
Try the Javascript code below.
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function switchForm() {
var lblForm;
// get the value optionset field
var value = Xrm.Page.getAttribute("optionSetFieldName").getValue();
//check the value of the optionset field
if (value == 1000001) {
lblForm = "Individual";
}
else if (value == 1000002){
lblForm = "Corporate";
}
//check if the current form is form need to be displayed based on the value
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) {
//navigate to the form
item.navigate();
}
}
}
}
Here1000001 and 1000002 are the option set values corresponding to the options Individual and Corporate respectively. Replace these values with option set values in your CRM.
Hope this helps.
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