zaterdag 28 april 2012 4:53
How to display default form based on the optionset field values on the form.
Example: contact entity have 3 Forms MVP MCC MSS, users have access to all the forms(MVP MCC MSS) and all forms have an optionset field Program type =MVP, MCC, MSS. Users should view the form based on the Program type by default irrespective of their default settings form.
If users open a form program type= MCC, then default form should be MCC
Any help on this would be much aprreciated
zaterdag 28 april 2012 5:01
Hi refer to
zaterdag 28 april 2012 5:01Moderator
CRM saves the Id of the last form that a user viewed using the UserEntityUISettings entity, so by default in case of multiple form, last opend form is set as default for that user, for example if users will open MCC, then for that user default form will be MCC.
zaterdag 28 april 2012 5:11yes, If some other user changes the picklist value of the same form then still it will display MCC
zaterdag 28 april 2012 5:12Hope this will help me. Thanks
zaterdag 28 april 2012 5:27it works when users have access to all the forms. our case we have few users have access to one/two forms
zaterdag 28 april 2012 5:35
inside the my last reply link there is another link as below
go through this...
Hope this helps...
- Bewerkt door _Vikram zaterdag 28 april 2012 5:36
zaterdag 28 april 2012 9:14Beantwoorder
I would strongly recommend against this approach for the following reasons:
1. If the user changes the option set value and any values have been changed, they will be promoted to first save the record before the form can be changed - and this can cause loss of data.
2. If you change the form onload, then the server is forced to load the first form, and then re-load the correct form if the previously loaded form was not the correct one - this can cause performance issues.
There is a good starter here :http://mscrmblogger.com/2011/02/24/crm-2011-toggle-visibility/
Read my blog: www.develop1.net/public
If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"
dinsdag 1 mei 2012 23:28
How to avoid this window when JS changes the FORM
woensdag 2 mei 2012 2:53
Please see the following link where a similar discussion is going on to hide the unsaved notification dialog.
Regards, Vishnu Turlapati http://blogs.technet.com/b/tvishnun1/
woensdag 2 mei 2012 4:25
woensdag 2 mei 2012 5:19
Thanks for all the responses i am closing this thread and got the answer for actual post. Will create a new thread for the above issue(how to close dialog)