In Dynamics 365, sometimes it could be a little overwhelming for some users to switch to the correct form when there are many types of forms for a specific entity(table).
For example, if the form type could be switched automatically when CUSTOMER filed value is changed, below JS could be your reference.
Applied Version:
- Microsoft Dynamics 365 (on-premises) v9.0 or later
- Microsoft Dynamics 365 Online
Trigger scenerio:
1. Form - Load
2. Filed: CUSTOMER - Changed
Sample Code:
function SwitchFormByCustomerLevel(executionContext)
{
var form = executionContext.getFormContext();
var formOpType = form.ui.getFormType();
// variable to store the name of the form
var FormShowType;
debugger;
// get the customer level picklist field
var customerLevel = form.getAttribute("field_Customer_Level").getText();
if(customerLevel == null )
{
return;
}
// switch statement to assign the form to the picklist value
//change the switch statement based on the customer level picklist values
switch (customerLevel)
{
case "Gold":
FormShowType = "Form - Gold";
break;
case "Silver":
FormShowType = "Form - Silver";
break;
case "VIP":
FormShowType = "Form - VIP";
break;
default:
//Assume Form Name is same with Product Type Name
FormShowType = customerLevel;
}
// Current form's label
var CurrentFormLabel = form.ui.formSelector.getCurrentItem().getLabel();
//check if the current form is the form supposed to be displayed
if (CurrentFormLabel != FormShowType)
{
var items = form.ui.formSelector.items.get();
if (items == null)
{
console.log("Could Not Find Form List");
return;
}
for (var i in items)
{
var item = items[i];
var itemId = item.getId();
var itemLabel = item.getLabel()
if (itemLabel == FormShowType)
{
//navigate to the form
item.navigate();
break;
} //endif
} //end for
} //endif
} //end function