CRM 2011 – how to change form when the navigation pane is missing

I had an unusual question today.

There was an account form which had four different forms, one of the forms had unticked

Show navigation items

I didn’t even know this option existed.

What was happening was the form had the Show navigation items unticked, so when you went to the form it had no navigation items.  The problem this brought up was it was then impossible to change back to any previous forms because the form picker was on the navigation pane!!

You can setup the different forms to display to different security roles but if you would like users to choose which form they want to use or if a number of forms available you have a form picker available.

CRM helpfully remembers what form you used last and then uses that form the next time you view that entity, so we were in the situation of not being able to change forms once you had viewed the form with no navigation pane.

The way I got round it was to enable the navigation pane and personally I don’t think you would really want to disable it.

You could do something with Javascript but it wasn’t worth the time.

2 thoughts on “CRM 2011 – how to change form when the navigation pane is missing

  1. paul dowman July 17, 2012 / 10:35 am

    Funnily enough we came across this issue recently too. Two forms, one for admins, one for standard users. The standard user form had the navigation disabled. The unintended result was that if admin users selected the standard form they had no way of getting back to the admin form. Ooophs.

    I did discover that the place where CRM remembers the last form used is in the sql table “UserEntityUISettings”, field “LastViewedFormXml”. Updating this field to null (on the specific record for the userid & entityid) forces the user back on to their default form. It’s not a long term solution to the problem of course, but an interesting alternative “get-out” for users who are stuck in the wrong form.


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s