Microsoft Dynamics CRM 2013 Customer Center
Microsoft Dynamics CRM
Customer Center
Search Microsoft Dynamics CRM 2013 Customer Center

Create or edit the main form for an entity

When you create a new form for an entity, its form type is Main. When the new form opens, it is identical to the form named Information. You can add or edit fields, sections, tabs, and navigation, and properties associated with the form, and then save the form.

This procedure applies to any form with a Form Type of Main. Each main form is comprised of one or more tabs. Each tab can have one or more sections. Each section contains one or more fields or IFRAMES.

If you want to base your new form on an existing form, you can clone a form.

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don't have the correct permissions? Contact your system administrator.

  2. Follow the steps for the app you're using.

    If using the CRM web application

    1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

      Settings appears on the nav bar.

    2. Click or tap Settings > Customization > Customize the System.

    If using CRM for Outlook

    1. In the Navigation Pane, expand your organization if necessary, and then click or tap Settings > Customization > Customizations > Customize the System.

  3. Under Components, expand Entities, expand the entity you want to modify the main form for, and then click or tap Forms.

  4. To create a new form, on the Actions toolbar, click or tap New.

    - OR -

    To edit an existing form, double-click or tap any form with a Form Type of Main.

  5. Change the form design in any of the following ways, as needed:

    1. Add a tab to a form

    2. Add a section to a form

    3. Add a field to a form

    4. Add or edit a form IFRAME

    5. Add or edit a sub-grid in a form

    6. Add or edit a form web resource

    7. Add or edit form navigation for related entities

    8. Edit form headers and footers

    9. Remove a tab section field or IFRAME

    10. Enable or disable the Form Assistant

    For more information, see the Customization Guide.

  6. Edit the properties for parts of the form, as needed:

    1. Edit form properties

    2. Edit form field properties

    3. Edit tab properties

    4. Edit section properties

    For more information, see the Customization Guide.

  7. Add event scripts, as needed.

  8. Determine which security roles will be able to view the form:

    Assign security roles to form

  9. Preview how the main form appears and how events function:

    1. On the Home tab, click or tap Preview, and then select Create Form, Update Form, or Read-Only Form.

    2. To close the Preview form, on the File menu, click or tap Close.

  10. When you finish editing the form, click or tap Save As, enter a name for the form, and then click or tap OK.

  11. When your customizations are complete, publish them:

    • To publish customizations for only the component that you are currently editing, under Components, click or tap the entity you have been working on, and then click or tap Publish.

    • To publish customizations for all unpublished components at one time, under Components, click or tap Entities, and then on the Actions toolbar, click or tap Publish All Customizations.


Note

  • You cannot apply a requirement level to a field using this form. Requirement level constraints are applied to the attribute.

  • Before deleting a field from a form, make sure the field is not required by other components or custom scripts. For example, the Opportunity form requires the Price List field to determine the pricing to use when adding a product to that opportunity. Removing the Price List field would prevent adding a new product to an opportunity.

  • Any time you change user interface elements or implement form scripts for an entity, you must publish changes to apply them. Any customizations that change the data schema of Microsoft Dynamics CRM, such as custom entities, relationships, or fields, are applied immediately.

  • You cannot use the form editor to modify the visual style of forms, such as the font style, font size, or colors used in the form. Modification of the Cascading Style Sheets (CSS) pages in the web application or style properties of the form through scripts is not supported.

  • Installing a solution or publishing customizations can interfere with normal system operation. We recommend that you schedule a solution import when it's least disruptive to users.


Applies To

CRM Online

CRM 2013 on-prem

 
Was this information helpful?