Showing results for 
Search instead for 
Did you mean: 

Allow loading of forms without taking over default form selection

Author Name: Jayme Pechan

When you load a form with a URL, you can specify a formid which is useful for loading specific forms when needed, however, when you do this, the form becomes the default form for that entity/user so the next time the user clicks on one of these entities, it loads this alternate form instead. There are many cases where this is not desirable behavior. Sometimes it is helpful to have a summary form or a form displaying only minimal information in an iframe or another app. You wouldn't want these forms to become the default or even be selectable in the form selector for that matter. It seems like it would be a small change to perhaps add a property to the form that doesn't allow it to show in the form selector to become the default form, thus only being accessible via a URL containing the formid and with appropriate permissions, of course.

Status: New
Regular Visitor
Status changed to: New
Regular Visitor
Thank you for your suggestion. Currently we don't have a way of identifying when a form is being opened from the way you are specifying versus CRM's open command which in some cases passes the formid. We will look into how we can capture the difference in the future. Rich Dickinson Dynamics CRM - PM We will consider this functionality for a future release. Best regards. This posting is provided "AS IS" with no warranties, and confers no rights.
Regular Visitor
Absolutely agree with this one. I was perplexed for sometime and only discovered by wide search that when a form is opened using formid it becomes your default form despite the configured form order. Solution would be to add another checkbox on Form Properties > Display tab titled 'User selectable'. When NOT ticked this form would not appear in the Form Selector and would not take over as default.