CODEWITHSUNDEEP
dynamics-crm-2011dynamics-crmcrmmicrosoft-dynamicsdynamics-crm-online
Leo
Leo

Reputation: 1809

Could we make a form in dynamics CRM that will be based on an another?

I wonder is it possible to create a form which will based on an another.

for example, I'm creating a new account and, initially, I know that I have to create about 10 accounts yet. The point is that, all of them have pretty the same data (address, country, cellphone number...)

So, I think it will much better if I had a feature that allow me to create another account by opening the same form and just edit/add data that is distinct.

Have anyone faced that issue?

Upvotes: 1

Views: 402

Answers (3)

Jahnavi Ray
Jahnavi Ray

Reputation: 1

I guess you are looking to clone the entities of an existing record so that you can create a new record with least efforts of entering the same data. If that is your problem, you have a readymade solution available... check Record Clone add for Dynamics CRM here... You can also try it for free of cost : https://www.iotap.com/ProductDetail/tabid/788/ProductID/28/RecordClone-CRM2011-FREETRIAL/Default.aspx

Regards, Jahnavi [email protected]

Upvotes: 0

Pedro Azevedo
Pedro Azevedo

Reputation: 2507

See the next two options for do that, take a look:

  • Without code - Work with self-referencing relationship and manage the mappings.
  • Javascript Code - This way is a new way to open a entity form, and if we pass null to id created a new record of that entity, and you can pass default values. Only works at least in rollup 8.

Upvotes: 4

Bvrce
Bvrce

Reputation: 2170

You could add a button on the Account form ribbon called "New Account".
The button could call a JavaScript function that pops a new Account and populates it with every value from the current record.

Alternatively you could add a lookup to another Account called "Account Template".
Code is waiting on-change of the lookup and populates the form with all the attribute values from the "Account Template" Account.

Upvotes: 1

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