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Microsoft Dynamics 365 | Integration, Dataverse...
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Open specific Form for record based on content

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Posted on by 511

I've a custom entity for a quote (custom entity for business purposes)

I have three different types of quote 

I have three different forms for those quotes.

Is there a way I can specify what form is opened dependent on the content?

IE

Quote A automatically opens Form A

Quote B automatically opens Form B

Quote C automatically opens Form C

In an ideal world, Forms B and C would not be made available if Form A is required, but that's not an urgent requirement at this stage

Thanks
Lee

  • erhan.keskin Profile Picture
    erhan.keskin 2,253 on at
    RE: Open specific Form for record based on content

    Hi,

    You can handle it in jscript. Depending on the value of a field(s), you can navigate to the relevant form.

    You can also check this out;

    community.dynamics.com/.../open-specific-form-based-on-field-value

    Regards,

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Open specific Form for record based on content

    Hello,

    The only way if you already went different forms path is development of JavaScript that will switch that for for you:

    www.patrickschadler.com/.../

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

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