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Merge tabs from different solutions in Lead Form RRS feed

  • Question

  • I am working on a solution to be imported by our customers. We have to customize the lead/contact form, eg, adding tabs/fields.

    Now my question is:

    If a customer already made some customization on the form of lead/contact entity, after our solutions is imported, will these customization be overwritten by our managed solution? Typical use cases are as below:

    Eg. 1. If a customer added a tab A already to lead form last week, and our solution added a tab B to lead form. Today this customer imported our solution. Will both tab A and tab B show up on the form? Or only tab B will appear.

    Eg. 2. If a customer edited tab A on lead form last week, and our solution deleted tab A. Our solution is imported today, will the customer see tab A on lead form at all?

    Eg. 3. If a customer deleted tab A from lead form last week, and our solution still includes tab A. After our solution has been imported, will tab A be there or not?

    I assume there should be some merge mechanism for this kind of scenario. If that is the case, is there a way to merge the changes on the same entity form from different solutions please? The ideal case is: the customization made by the customers will be kept after importing our solution, and new tabs added by us can be seen as well.

    Thanks.

    Thursday, December 27, 2012 9:31 PM

Answers

  • Hi,

    When you import unmanaged solutions, the changes done in solution will get reflected in the form. The changes you already done to the existing form will also be there. Hence if you import multiple solutions all the changes done in solutions will get reflected. If your solutions are managed once then when you uninstall solution the changes will be removed.


    Thanks and Regards. Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    Friday, December 28, 2012 9:35 AM