Showing results for 
Search instead for 
Do you mean 
Community Home Request Access Read Blogs Share Your Ideas Search Community View My Settings
Reply
Highlighted
Copper Contributor
Posts: 10
Registered: ‎06-19-2013

Combo Box to Switch Record

Is this possible.

 

I am looking to make a form that has a many to one relationship with an opportunity.

 

1. I want to load the last record (createdate).

2. Then load a combobox with a record identifier for each record matching that opportunity.

3. Then when a user changed the combobox the form would change to the record identified.

 

I have acomplished the First Two. I have not found a way to switch the current record of a form.

Highlighted
Bronze Super Contributor
Posts: 129
Registered: ‎06-09-2009

Re: Combo Box to Switch Record

Are you using an Opportunity Form for this?

Seems like maybe you should use a "Manage" form. You wouldn't have to worry about "Current Record" of the Form.

 

Now, if this is an Opportunity Tab (that shows under the Opportunity Main View) you could just change the CurrentOpportunityID.

 

Otherwise, you may have to close and Reopen the View. You may be able to do so using Global Variables, and a "Recursive" launch script that loops opening the View as long as there is an ID defined in a Global Variable.

 

 

 

Raul A. Chavez
http://raul.chavez.com
http://www.crmbi.com
Highlighted
Copper Contributor
Posts: 10
Registered: ‎06-19-2013

Re: Combo Box to Switch Record

Thanks. I was hoping to avoid closing and reopening the form. 

 

I decided instead to have a tab with a datagrid with a list of the completed forms for that opportunity. Double clicking the item would open the form with the selected record active. Then a user can close that form and choose another record from the tab datagrid.