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MS CRM 2011 ONLINE - Drop down for create new case RRS feed

  • Question

  • Is it possible to make new forms for case and choose which form is used by create new case button?

    Like in the picture, but new activity is new case and task, case etc. are diffrent forms for case.

    Thursday, August 22, 2013 6:48 AM

Answers

  • Hi,

    It is possible to make new forms for the case entity. Form access is controlled by which roles a user has and which roles the form is configured for. If the user has access to multipler forms, CRM will open the last form that the user accessed by default and will add a for selector to the top of the left hand navigation area on the form. It is not possible to define that the create operation uses a specific form, but it is possible to write JavaScript to move the user to a different form based on logic.

    The new case button cannot be added to the New Activity section but should be in the New Record section (which is contrlled by your Site Map).


    Michael Palmer
    xRMPalmer     @MJFPalmer     Rockstar365

    • Marked as answer by crm-user-crm Friday, August 23, 2013 8:53 AM
    Thursday, August 22, 2013 7:25 AM
  • Yes, You could add a checkbox but the neater way would still be to add logic into the onSave event as mentioned above.

    By default, a case in CRM cannot be closed (resolved) while it has open activities linked to it. This is built-in CRM validation.


    Michael Palmer
    xRMPalmer     @MJFPalmer     Rockstar365

    • Marked as answer by crm-user-crm Friday, August 23, 2013 8:53 AM
    Friday, August 23, 2013 7:11 AM

All replies

  • Hi,

    It is possible to make new forms for the case entity. Form access is controlled by which roles a user has and which roles the form is configured for. If the user has access to multipler forms, CRM will open the last form that the user accessed by default and will add a for selector to the top of the left hand navigation area on the form. It is not possible to define that the create operation uses a specific form, but it is possible to write JavaScript to move the user to a different form based on logic.

    The new case button cannot be added to the New Activity section but should be in the New Record section (which is contrlled by your Site Map).


    Michael Palmer
    xRMPalmer     @MJFPalmer     Rockstar365

    • Marked as answer by crm-user-crm Friday, August 23, 2013 8:53 AM
    Thursday, August 22, 2013 7:25 AM
  • You can certainly create additional forms for the Case entity. After you do this, make sure you set the Form Order which will allow you to set a default form but note that the form that is loaded is dependent on a users Security Roles.

    Thursday, August 22, 2013 7:29 AM
  • Hi,

    It is possible to make new forms for the case entity. Form access is controlled by which roles a user has and which roles the form is configured for. If the user has access to multipler forms, CRM will open the last form that the user accessed by default and will add a for selector to the top of the left hand navigation area on the form. It is not possible to define that the create operation uses a specific form, but it is possible to write JavaScript to move the user to a different form based on logic.

    The new case button cannot be added to the New Activity section but should be in the New Record section (which is contrlled by your Site Map).


    Michael Palmer
    xRMPalmer     @MJFPalmer     Rockstar365

    Is it possible to launch a workflow based on the selected form? Also what is the best way to avoid user not to close the case before something has been done?

    Thursday, August 22, 2013 8:32 AM
  • Hi,

    It is possible to launch a workflow from JavaScript on form (see http://www.mscrmconsultant.com/2013/03/execute-workflow-using-javascript-in.html), though I am not sure why you want to launch a background workflow process when a form is loaded.

    What is it that you want to prevent the user doing before closing the form. If it is filling in a field, then simply make that field Business Required. If it is something more complicated, you can add an OnSave event to the form and call 

    function formOnSave(context){

    if (someConditionTheUserHasNotDone){

    context.getEventArgs().preventDefault()

    }

    }

    to prevent the save operation if the user has not done something you require them to have done.


    Michael Palmer
    xRMPalmer     @MJFPalmer     Rockstar365

    Thursday, August 22, 2013 1:15 PM
  • Hi,

    It is possible to launch a workflow from JavaScript on form (see http://www.mscrmconsultant.com/2013/03/execute-workflow-using-javascript-in.html), though I am not sure why you want to launch a background workflow process when a form is loaded.

    What is it that you want to prevent the user doing before closing the form. If it is filling in a field, then simply make that field Business Required. If it is something more complicated, you can add an OnSave event to the form and call 

    function formOnSave(context){

    if (someConditionTheUserHasNotDone){

    context.getEventArgs().preventDefault()

    }

    }

    to prevent the save operation if the user has not done something you require them to have done.


    Michael Palmer
    xRMPalmer     @MJFPalmer     Rockstar365

    We need to somehow prevent the user not to close the form if the user doesn't remove a contact from the account. Maybe a required check box is the correct answer. So basically we are talking about a situation where we must ensure that one of our many processes has been done correctly :).

    The reason I asked about workflows was my manager said that earlier they had had a wokrflow which created some tasks and before those task were marked as done, they were not able to close the cases.

    Friday, August 23, 2013 5:25 AM
  • Yes, You could add a checkbox but the neater way would still be to add logic into the onSave event as mentioned above.

    By default, a case in CRM cannot be closed (resolved) while it has open activities linked to it. This is built-in CRM validation.


    Michael Palmer
    xRMPalmer     @MJFPalmer     Rockstar365

    • Marked as answer by crm-user-crm Friday, August 23, 2013 8:53 AM
    Friday, August 23, 2013 7:11 AM
  • Yes, You could add a checkbox but the neater way would still be to add logic into the onSave event as mentioned above.

    By default, a case in CRM cannot be closed (resolved) while it has open activities linked to it. This is built-in CRM validation.


    Michael Palmer
    xRMPalmer     @MJFPalmer     Rockstar365

    Thanks. I think we will use onSave logic or open activities.
    Friday, August 23, 2013 8:53 AM