Control formview by optionset on form

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  In CRM 2011, if the user is allowed to see more than one form, there is a native drop down on the left side and above the navigation that allows the user to change forms.

  I haven't played with CRM 2013 too much, but I assume there must be something similar there as well.

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  Jason Peterson

  Thursday, May 22, 2014 2:36 PM
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  Hi Jason

  Yes, you are right. But that will have effect on every Account form. I want different forms displayed to the same user, depending on an
  option set pick list on the form: <o:p></o:p>

  If the relationship type is one value, one form is displayed. If the relationship type is another, another form is displayed.<o:p></o:p>

  Best Regards

  Jacob

  Thursday, May 22, 2014 3:32 PM
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  Hi Jacob,

  The following code should do the trick. You will need to tweak it a bit to meet your specific requirements, but it should set you on the right track!

  function switchToCorrectForm() {
      var formName = "information";
  
      var myOption = Xrm.Page.getAttribute("myoptionset").getValue();
  
      if (myOption == 100000000) {
          formName = "customform1";
      }
      else if (myOption == 100000001) {
          formName = "customform2";
      }
  
      var currentForm = Xrm.Page.ui.formSelector.getCurrentItem();
      var availableForms = Xrm.Page.ui.formSelector.items.get();
  
      // If we are already on the form, we don't need to change forms
      if (currentForm.getLabel().toLowerCase() != formName.toLowerCase()) {
          for (var i in availableForms) {
              var form = availableForms[i];
              if (form.getLabel().toLowerCase() == formName.toLowerCase()) {
                  form.navigate();
              }
          }
      }
  }

  If this has helped you, please mark as answer, or reply if you need more information. :)
  
  
  ~ Atomic Coder
  

  • Proposed as answer by Nathan Eccles Friday, May 30, 2014 11:29 PM

  Friday, May 30, 2014 2:28 PM