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Create a Custom Case Entity In Dynamics CRM 2011

Posted on 2016-08-04
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Last Modified: 2016-08-16
Hi,

Can i create a custom case entity in CRM different from the default. Reason being i need to create fields that are different from the Standard case form.

I am using dynamics CRM 2011.

Thanks,
Asif
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Question by:GulfIT
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Expert Comment

by:feridun
ID: 41741857
You could but any in-built functionality around cases would not be available to you.  Instead, you can create your fields and add them to a new form for case. Entities in CRM can have multiple forms. So I suggest you leave the out of the box form for case as it is, make a copy (using Save As) and edit that to suit your needs.
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Author Comment

by:GulfIT
ID: 41742356
How do i select the New Form when raising a Case ?
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Expert Comment

by:feridun
ID: 41742359
Look at the left hand side just above where the form tabs are shown. You should see Information with an arrow after it. Click the arrow and a list of other forms will be shown.

When you are happy with the new form you can use form security to make the Information form not show to users,
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Author Comment

by:GulfIT
ID: 41742388
Hmm.

Is there any way i have display the New form as an option like in the attached.

I have created a new form calls Credit Case and can i display that in the list attached.

Thanks,
Case-SS-.docx
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Expert Comment

by:feridun
ID: 41742410
I don't think so. But I think CRM will use the last form that the user selected for Case.

Does hiding forms by security role help you at all?  If users will always use the new form then you can hide the original form using security roles.

If you need users to choose between forms then I think they will have to do it after clicking New in the location you showed.
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Author Comment

by:GulfIT
ID: 41742542
Users have to use both the forms.

Is there any way i can replicate the standard case to a custom entity?
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Expert Comment

by:feridun
ID: 41742554
In a word, no.

You might be able to do fancy stuff by exporting a solution containing just the case entity and hacking the XML but personally I wouldn't do it.

And there is no to duplicate any of the functionality for cases - it is part of the code for CRM. Of course you might not need any of the functionality.

I did wonder whether instead of having another form you could use JavaScript to hide/unhide tabs/sections/fields on the form based on the value of something.
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Author Comment

by:GulfIT
ID: 41749845
Can you share any link that has guidance how to Show/Hide fields based on a option set selection.

Thanks.
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Accepted Solution

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feridun earned 500 total points
ID: 41752230
I don't have anything to hand but you will need to use JavaScript. If you see anything on Business Rules, ignore it because they aren't available in CRM 2011.

To hide a field, use:
Xrm.Page.getControl("fieldname").setVisible(false);

Open in new window


and to make it show
Xrm.Page.getControl("fieldname").setVisible(true);

Open in new window


Replace fieldname with the internal name of the relevant field.

There is information on working with JavaScript here, https://msdn.microsoft.com/en-us/library/gg334351(v=crm.5).aspx
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Author Closing Comment

by:GulfIT
ID: 41757644
Thanks Feridun.
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