Switch Form Type Conditionally Using JavaScript(JS) in Dynamics 365

 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