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Changing Main Forms in Different Stage of a process RRS feed

  • Question

  • Can I change the form for each stage of a process?

    In the 2nd and 3rd stage of my process both are using the opportunity form. I want to change up the form for each stage but I cannot. I created a new form but I do not know how to sync it or connect it to a certain stage.

    Thanks for any information

    JC IHC

    Wednesday, December 18, 2013 6:12 PM

Answers

  • Thank you for the answer. I am not really sure how to use the business rules yet and I have no idea about java script.

    • Marked as answer by JC IHC Wednesday, May 28, 2014 2:05 PM
    Monday, December 23, 2013 2:59 PM

All replies

  • This is at the moment not possible.

    You can only change entity, not form.


    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    Wednesday, December 18, 2013 10:46 PM
  • Ok thank you

    So I need to create a new entity for each stage of the process in order to accomplish this?

    Thursday, December 19, 2013 2:45 PM
  • Instead of having multiple entities you could have one form and show/hide fields sections on the basis of stage selected through javascript or business rules.

    Thanks

    Sonal.

    Sunday, December 22, 2013 8:26 AM
  • Thank you for the answer. I am not really sure how to use the business rules yet and I have no idea about java script.

    • Marked as answer by JC IHC Wednesday, May 28, 2014 2:05 PM
    Monday, December 23, 2013 2:59 PM