Power Platform Community Forum Thread Details

Greetings,

I have created two quick create forms for my 'PhoneCall' activity table,

I have added a custom ribbon button on the main form of my Case(incident) entity and want to open a particular Quick create form based on a Security role and if not then I need to open a different Quick Create form in all the other cases.

I had added a similar button to the consumer entity and was able to open the 2 Quick Create forms dynamically based on security roles till yesterday , but now only the default quick create form opens even after passing the JS code condition.

kindly help me to open different Quick Create forms based on security roles as it is necessary for my business requirement.

below is the code snippet that I had been currently and which was working as of yesterday but no longer works now.

const userSettings = Xrm.Utility.getGlobalContext().userSettings;
    let roles = userSettings.roles._collection;
    // Security Role : ABC
    let flag = false;
    for (let element in roles) {
        if (roles[element].name == "ABC") {
            flag = true;
            break;
        };
    }

    //var currentFormID = Xrm.Page.ui.zformSelector.getCurrentItem().getId();
    let callMaskingQuickCreateFormId = "GuidA";
    let defaultQuickCreateFormId = "GuidB";

    if (flag) entityFormOptions["formId"] = callMaskingQuickCreateFormId;
    else entityFormOptions["formId"] = defaultQuickCreateFormId;

    Xrm.Navigation.openForm(entityFormOptions, formParameters).then(
        function (success) {
            console.log("new form to create phone call", success);
        },
        function (error) {
            console.log(error);
        }
    );

Categories:

Building Power Apps

Microsoft Dataverse with Power Apps

General topics

Hi @Mayank_Yadav,

If your JavaScript logic is correct but the form still opens to the wrong one, you can check if the specific Quick Create form is missing from your App or not.

Go to the App Designer for your specific Model-Driven App.
Find the Phone Call table.
Under Forms, ensure BOTH Quick Create forms ("GuidA" and "GuidB") are checked/included.
Note: If a form is not included in the App, the system will ignore the ID and load the default form available to the App.

One more thing ensure you initialize entityFormOptions correctly with useQuickCreateForm: true.

// Setup Options
var entityFormOptions = {};
entityFormOptions["entityName"] = "phonecall";
entityFormOptions["useQuickCreateForm"] = true;

// Set the Form ID based on the flag
if (hasRole) {
entityFormOptions["formId"] = callMaskingQuickCreateFormId;
} else {
entityFormOptions["formId"] = defaultQuickCreateFormId;
}

Hope this helps!