Dynamics CRM Form Saving

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Posted on by Community Member

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 :)

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MihirShah 4,036 on at

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

Settings > Administration > System Settings - General tab.

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Wayne Walton 13,730 on at

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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

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Aric Levin - MVP 30,190 Moderator on at

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Hi Will,

Isn't this a duplicate post?

community.dynamics.com/.../255843

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Wayne Walton 13,730 on at

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

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Community Member on at

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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 :)

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Shirsagr 502 on at

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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();

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ashlega 34,477 on at

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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)

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