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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics CRM Form Saving
Microsoft Dynamics CRM (Archived)

Dynamics CRM Form Saving

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Posted on by Community Member Microsoft Employee

Hi guys, I want to know if its possible in Dynamics to stop it from saving the last form you were in?

For example, I go to the main form of an entity, then go to the second form and Dynamics saves that I was last in the second form. I don't want it to do that - so that when i open a record i'll be navigated to the main form and not the second form.

So Dynamics' default behaviour is to save the last form you were in - I want to prevent it from doing that. I appreciate this is the way that Dynamics works but wanted to know if anybody has found any good workarounds.

Thanks :)

*This post is locked for comments

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Dynamics CRM Form Saving

    Hi,

      if you want to avoid javascript post-load form switching, you might try to use the plugin-based approach:

    http://gonzaloruizcrm.blogspot.ca/2014/11/avoiding-form-reload-when-switching-crm.html

      Although, I am not sure it would still work in the 9.0 version (will need to test) - it did not in 8.2, at least. Should be fine for your version, though(2013)

  • Suggested answer
    Shirsagr Profile Picture
    Shirsagr 500 on at
    RE: Dynamics CRM Form Saving

    We have done this with below code,

    function IsMainForm() {
        if (Xrm.Page.ui.formSelector.getCurrentItem().getLabel() != 'Default Form Name') return false;
        else return true;
    }

    if ((!IsMainForm()) && (Xrm.Page.ui.getFormType() == 1) )
    Xrm.Page.ui.formSelector.items.get("guid of default form").navigate();

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics CRM Form Saving

    Thanks for the suggestions but I don't think its anything to do with autosave as its already turned off , I think its just default Dynamics behaviour. Thanks :)

  • Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Dynamics CRM Form Saving

    Looks like but I think he's asking about choosing an entity form programmatically, not autosave.

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Dynamics CRM Form Saving

    Hi Will,

    Isn't this a duplicate post?

    community.dynamics.com/.../255843

  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Dynamics CRM Form Saving

    You would have to write code to force the form to a different state.  Perhaps force it to the default form if a field on the questionnaire is filled already.  Here's a reference: msdn.microsoft.com/.../gg334527(v=crm.6).aspx

  • Suggested answer
    Mihir@CRM Profile Picture
    Mihir@CRM 4,036 on at
    RE: Dynamics CRM Form Saving

    You can disable the auto save feature and see if that works for you.

    Settings > Administration > System Settings - General tab.

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