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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Determine form to use ...
Microsoft Dynamics CRM (Archived)

Determine form to use - Same Entity - Different Stage - Business Process Flow

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Posted on by Community Member Microsoft Employee
Hi
I have created a business process flow along the lines of:
Stage 1 = capturing the minimal information for our entity "A" (using form "A1")
Stage 2 = capture information for entity "B" (Using Form "B")
Condition  = If field "x" on entity "B" = "Yes" THEN
Stage 3 = capture additional information on entity "A" (using form "A2")
I have the above running until the last step when it returns entity "A" it will return Form "A1".
Is there anyway to determine the form to display at stage 3 ?
Thanks
Phil
 

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  • donalmc Profile Picture
    donalmc 123 on at
    RE: Determine form to use - Same Entity - Different Stage - Business Process Flow

    gole1296  Tom - your solution looks very interesting - is it good for the UCI?

    Thanks,

    Donal

  • Suggested answer
    gole1296 Profile Picture
    gole1296 115 on at
    RE: Determine form to use - Same Entity - Different Stage - Business Process Flow

    If I might suggest an alternative approach than switching forms, it might make the process a bit easier.

    On your Entity A, form A1, include a new section or tab that contains the additional information fields. Use some javascript to hide this tab or section unless your criteria has been met. You can get the value of field X either by using a REST request to pull the value from Entity B when loading your form, or by using a workflow on entity B to update a similiar flag on Entity A once the user has made their changes. I've found the hiding and showing of tabs or sections to be much easier than form switching, and less prone to errors or issues when making changes in the future.

    You can see some of the code to update visibility on tabs or sections here:

    Functional Admin Javascript Resource Library

  • Suggested answer
    Prashant_ Profile Picture
    Prashant_ 1,040 on at
    RE: Determine form to use - Same Entity - Different Stage - Business Process Flow

    Hi Phil,

    It is  possible to change form on load of records based  on field value .following link is  useful  to understand how to change form.

    www.inogic.com/.../

    https://debajmecrm.com/2014/08/27/dynamics-crm-switch-forms-business-logic-dynamically-client-script/

    Now you have to update this field on entity A when you update record of entity B for this you can use plugin or JS.

    I hope  this will help you.

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