Is there a way to open an accounts form based on the view your opening the record from

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Posted on by Zeee

Hi,

I am trying to find out if there's a way to open a particular form if a record is opened from a particular view.

we have two forms one is default and the other one is second in the list. The default form is what we use on our daily basis but the second form what we would like to show if a record is opened from a particular view.

Is this possible?

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LeoAlt 16,331 Moderator on at

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RE: Is there a way to open an accounts form based on the view your opening the record from

Hi partner,

This work needs some coding.

Here are my logis for your reference.

There is no way to edit the function that clicking on the record and open a form, it is by design. So that we could only use a ribbon to do this.

1. Use Ribbon WorkBench to add a custom ribbon which only shows in your special view.

2. This ribbon could open the special account form by js code when select a record and click the ribbon.

You could refer to the following posts.

community.dynamics.com/.../get-displayed-view-id-in-javascript

community.dynamics.com/.../get-id-of-selected-row-of-view-in-crm-2011-using-javascript

Hope it helps.

Best Regards,

Leo

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