Custom form for a specific lookup RRS feed

  • General discussion

  • Hi Guys,

    I have a custom form for Account (other than default form).

    When a specific account lookup is clicked, i want to open this custom form.(but not default form)

    Please let me know the best way to do it.



    Wednesday, October 22, 2014 7:18 PM

All replies

  • If you have 2 (or more) forms that could apply to the entity, when you open an entity record you will see near the top left a drop-down that has a list of the available forms.  Select each form you are interested in presenting, and for each select the 'Email Link' ribbon option.  This produces an Email with the exact querystring you will need to direct a user to the correct form, depending on your criteria.

    You will then add a javascript web resource to your default form.  It will have an onLoad event that redirects the user (or not) to the correct link based on criteria you set.  Note that the actual form content (and web resources) are rendered in an IFrame, so you will have to redirect through the parent.document.location.href=<newurl>.

    Thursday, October 23, 2014 8:51 PM