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Wednesday, October 23, 2013

Issues with the CRM Multiple Forms


The multiple forms inside of CRM 2011 are only for different roles.
It is not designed to handle switching between forms based on entity attributes.

When doing this we will encounter issues and will need JavaScript to switch the user to the right form type. This will also cause the user to load the form twice each time (kind of ugly)
The user can switch between multiple forms using a drop-down menu.  CRM will automatically remember which form the user last selected and show them the same form the next time they open a record.
So user has to select the form type they need.

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Sri Lanka .NET 
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