NEIL PARKHURST

Javascript – Form Navigate

November 1, 2015

As you can have multiple forms in Microsoft Dynamics CRM you may wish to navigate to a particular form from JavaScript.

The function below can be used to change the currently selected form.

ChangeForm("Test Form");

function ChangeForm(formName) {
  var currentForm = Xrm.Page.ui.formSelector.getCurrentItem();
  var availableForms = Xrm.Page.ui.formSelector.items.get();
  if (currentForm.getLabel().toLowerCase() != formName.toLowerCase()) {
    for (var i in availableForms) {
      var form = availableForms[i];
      // try to find a form based on the name
      if (form.getLabel().toLowerCase() == formName.toLowerCase()) {
        form.navigate();
        return true;
      }
    }
  }
}

4 responses to “Javascript – Form Navigate”

peb

February 25, 2017 at 7:38 am

hi neil,

is this workimg withe actual forms (turbo) too?

thx, greets peb

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1. Neil Parkhurst
  
  February 26, 2017 at 9:37 am
  
  Hi Peb, I have actually only used this with “normal” forms. (Turbo). I don’t have legacy forms enabled in my CRM instance!
  
  Thanks
  
  Neil.
  
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Doron

January 28, 2018 at 9:53 am

hi Neil
i have a related question , i you could answer it please.
I have a custom activity entity that has several forms.
when the users add a new activity the “regardingobjectid” attribute is set correctly, but if the user switches from the current form to a different form, the the “regardingobjectid” attribute is lost when the form reloads.
the same bug happens on vanila activities (appointment).
Is there a solution or a work around?
thanks in advance.
Doron

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1. Neil Parkhurst
  
  January 29, 2018 at 8:30 am
  
  Hi Doron
  
  Hard to be sure as I’d need to look deeply into your config!
  
  I am going to guess that the regardingobjectid field has been populated but the record not saved.
  
  Try saving before you change the form. If you find this works (manually) you may find the config isn’t simple. It will be possible but you will need to only change the form after the save has finished! (Running a save action can start the save but doesn’t tell us when complete! You can try adding something to the saved event but I’ve had mixed success with that!)
  
  Good luck
  
  Neil.
  
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