[srussell]

How do I set an association of Custom Contact form to Entity type? For example, I want to see one contact form if the entity is a Customer, and a different contact form if it’s a Partner. This would need to work with multi-relationship entities, but when I create or go to a contact from a Partner record, I want to use the Partner Contact form.
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[carl.billings]

If its even possible it would be a scripted event. Since contacts can be attached in multiple places i think the system might not be able to handle this

[k_dunc]

Hi srussell, I’ve done something similar, but as carl.billings points out, one Contact can relate to a number of entity records.

Anyway, in a nutshell, here’s what we did for one client: We created a Custom Record and an associated Custom Form.
The first field was email address (as that’s what we decided was our ‘unique key’).
Upon a Contact entering their email address, we use a Client Script with a Field Changed Function to then take the email address entered and perform a search. In this client’s particular circumstance, a given Contact could have any number of ‘roles’ and as such we needed to follow some business rules to ascertain the form to redirect this person to.
Finally, we use a “nlapiSetFieldValue(‘customform’, 1);” call to redirect the user to the desired form. In so doing, we also help them out a bit by prepopulating certain fields for them too.

Hope that’s the sort of thing you’re after.

[srussell]

Thanks for the responses. I had a feeling it would require scripting. I tried to use Workflow to set the custom form field but it didn’t work. Fortunately, this is merely one of those nice-to-have things – not worth the scripting effort. k_dunc, it sounds you were solving for a more complex issue than what I was looking into. In this case it would’ve just been a convenience to show internal reps a simplified form for Partner contacts.

[k_dunc]

Depending on how complex you really want to get (which I’m thinking you’re not looking at anything OTT), to do this via a script is quite simple if you want to give it a go. Happy to help if you need it. It should only be a handful of lines perhaps.

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