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Pass some field data form one entity form to another entity form

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2 posts, 1 answered
  1. vmeesaraganda
    vmeesaraganda avatar
    48 posts
    Registered:
    19 Mar 2015
    23 Apr 2015
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    Hi,

    Can we pass some field data form one entity form to another entity form ?
  2. Clinton Bale
    Clinton Bale avatar
    126 posts
    Registered:
    21 Feb 2014
    Answered
    23 Apr 2015 in reply to vmeesaraganda
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    Hello,

    The only supported way to pass data from form to form currently is through the use of the Multi-Form Step Buttons and the Multi-Page Step Buttons (included in 3.0). These buttons allow you to navigate between forms that modify the same record, submitting data in form A would save data in CRM, which would then be loaded up in form B if you have the same data fields on that form.

    The multi step form buttons will send the encrypted primary key GUID of the first submitted CRM record on the page. With clever positioning of forms and form layouts you can set up form A to submit a contact record and form B to submit the parent account record with some data from the contact record, and form C to submit related data to the account with information from the account record.

    I hope this answers your question.

    Cheers,
    Clinton
    Last modified on 23 Apr 2015 12:04 by Clinton Bale
2 posts, 1 answered