CRM 2011 - Multiple Forms against one Entity

2
votes

Entity:

Degree

Forms:

  1. Graduation
  2. Post Graduation

Requirement:

When user clicks on New, the Graduation form opens up. Now, using the left navigation pane, I can choose Post Graduation and then the Post Graduation form opens up. I have also written the JS which will flip between the two forms (based on the value selected in the new_degreetype) for existing records. It is undoubtedly ugly because it loads the form twice.

Question:

  1. How do I get this to work with new forms. That is, when the user clicks on New, I want to display a pop up where the user is supposed to pick Graduation or Post Graduation and depending upon the value chosen there, I open the right form in Create mode.

  2. How can I prevent the user from choosing the other form via the Left Navigation pane. So, when the user tries to change the form from Graduation to Post Graduation, display a Message and say "Sorry! This is not allowed". Alternatively, can I remove that completely - not give the user the option to be able to flip the form.

1
javascriptdynamics-crm-2011

1 Answers

2
votes

What about the form differs? It would probably be easier to have a single form, and use javascript to change the way it looks (hidding/showing/enabling/disabling certain fields). The control over which forms the user sees is based on security roles and how you define the hierarchy. Trying to get it to do something it wasn't designed to do, may be more pain than it is worth.