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CRM2011-MultiForms: How to display default form based on the optionset field values on the form

คำตอบ CRM2011-MultiForms: How to display default form based on the optionset field values on the form

  • zaterdag 28 april 2012 4:53
     
     
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    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

    Thanks,

    Madhu M.

     

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  • zaterdag 28 april 2012 5:01
     
     Antwoord
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    Hi refer to 

    http://social.microsoft.com/Forums/uk/crmdevelopment/thread/fac6dd10-c572-4158-ba11-243499f78c3e

    • Als antwoord gemarkeerd door Madhu_M zaterdag 28 april 2012 5:09
    • Markering als antwoord ongedaan gemaakt door Madhu_M zaterdag 28 april 2012 5:25
    • Als antwoord gemarkeerd door Madhu_M woensdag 2 mei 2012 5:17
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  • zaterdag 28 april 2012 5:01
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    Hi,

     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.

    Mahain : Check My Blog
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  • zaterdag 28 april 2012 5:11
     
     
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    yes, If some other user changes the picklist value of the same form then still it will display MCC

    Madhu M.

     
  • zaterdag 28 april 2012 5:12
     
     
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    Hope this will help me. Thanks

    Madhu M.

     
  • zaterdag 28 april 2012 5:27
     
     
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    it works when users have access to all the forms. our case we have few users have access to one/two forms

    Madhu M.

     
  • zaterdag 28 april 2012 5:35
     
     
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    inside the my last reply link there is another link as below 

    http://translate.google.com/translate?sl=es&tl=en&js=n&prev=_t&hl=es&ie=UTF-8&layout=2&eotf=1&u=http%3A%2F%2Falbporra.wordpress.com%2F2011%2F04%2F22%2Fcrm-2011-mostrar-formulario-en-funcion-del-valor-de-un-picklist%2F&act=url

    go through this...

    Hope this helps...


    • Bewerkt door _Vikram zaterdag 28 april 2012 5:36
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  • zaterdag 28 april 2012 9:14
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    Hi,

    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.

    I would recommend using dynamically shown sections  - where you use javascript to show/hide fields, sections and tabs based on the value of the option set.

    There is a good starter here :http://mscrmblogger.com/2011/02/24/crm-2011-toggle-visibility/

    hth,

    Scott

    Scott Durow
    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
     
     
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    Hi Vikram,

    When ever Javascript runs to change the FORM am getting the "UnSaved changes" window. 

    How to avoid this window when JS changes the FORM

    Thanks,
    Madhu M.

    Madhu M.

     
  • woensdag 2 mei 2012 2:53
     
     
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    Hi Madhu,

    Please see the following link where a similar discussion is going on to hide the unsaved notification dialog.

    http://social.microsoft.com/Forums/en/crmdevelopment/thread/cf974e46-508c-4076-9a07-5ae81f14bccb

    Please let me know if you have any questions on the same.

    Regards,

    Vishnu.

    Regards, Vishnu Turlapati http://blogs.technet.com/b/tvishnun1/

     
  • woensdag 2 mei 2012 4:25
     
     
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    var attributes = Xrm.Page.data.entity.attributes.get(); 

    for (var i in attributes)

        {       attributes[i].setSubmitMode(“never”); }

    Above code is not closing the Unsaved Changes -- Dialog window

    Xrm.Page.ui.close();

    Above code is closing the parent window

     I Just want to close only the Dialog window not the Parent window

    Madhu M.

     
  • woensdag 2 mei 2012 5:19
     
     
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    Hi Everyone,

    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)

    Madhu M.