Hi Guys,
I have a custom form for Account (other than default form).
When a specific account lookup is clicked, i want to open this custom form.(but not default form)
Please let me know the best way to do it.
Thanks,
Naveen
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Naveen,
You need to write your own javascript to move from one form selector to another selector. Because you cannot customize the + button in the lookup..
Agree with Ben.
See this link I think you got similar requirement.
https://community.dynamics.com/crm/f/117/p/142685/313105.aspx#313105
Thanks.
Yes
if you had an onchange event for the lookup, this would like to some Javascript
in the javascript you could then refresh the record specifying a different form
To load a different form
Xrm.Page.ui.formSelector.items.get(TypedFormID).navigate()
this does exactly what you want
mscrmshop.blogspot.in/.../how-to-display-entity-form-based-on.html
ashwaniashwin.wordpress.com/.../navigating-to-multiple-forms-dynamically-using-jscript-in-crm-2011
this is interesting
stackoverflow.com/.../how-to-change-default-form-based-on-dropdown-js-and-crm
Hi Jason,
Thank you very much for the response,that really helps me.
My major concern is that i want to open a specific Account form(Other than the default active form) for a specific account lookup !
Can we do this ?
Regards,
Naveen
You can effect the lookup view with JavaScript:
http://msdn.microsoft.com/en-us/library/gg334266.aspx#BKMK_lookupControlMethods
Otherwise a custom HTML/JavaScript web resource that writes back to the native lookup field would be the way to go to avoid restrictions on the native functionality.
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