2011 User's Guide Copyright

Delete a view

This task requires the System Administrator or System Customizer security role or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions (on page 474)

You can only delete a custom public view that has been added to an entity. You cannot delete any public view that was created as part of a business entity or a custom entity. If a custom public view is part of a managed solution that was installed, you cannot delete it. However, if the public view was added to a managed solution entity after installation, that public view can be deleted.

In addition, you cannot delete the associated view, the Advanced Find view, the Quick Find view, or the lookup view.

1. 
   In the Navigation Pane, click Settings.
   
2. 
   Under Customization, click Customizations.
   
3. 
   In the Customization area, click Customize the System.
   
4. 
   Under Components, expand Entities, and then expand the entity you want.
   
5. 
   Click Views.
   
6. 
   In the Type column, locate a custom view that is a Public View.
   
7. 
   On the Actions toolbar, click the Delete button .
   
8. 
   To finish deleting the view from the Microsoft Dynamics CRM system, you must publish it.
   
9. 
   To publish view customizations for just one entity, in the Navigation Pane, click Entities. Then, on the Actions toolbar, click the Publish button.
   

Related Topics Configuring Personal Options 190 Find Things 8

Understanding entity forms

A new form created for an entity has the form type of Main. When first opened, it is identical to the form named Information. More information: Create a new form for an entity (on page 548)

A form can be based on an existing form. More information: Create a new form based on an existing form

Understanding entity security

• 
  System Administrator. This role includes privileges to view or modify data in the system.
  
• 
  System Customizer. This role excludes privileges to view or modify data in the system.
  

Edit the main form for an entity

This task requires the System Administrator or System Customizer security role or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions (on page 474)

This procedure works for 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.

1. 
   In the Navigation Pane, click Settings.
   
2. 
   Under Customization, click Customizations.
   
3. 
   In the Customization area, click Customize the System.
   
4. 
   Under Components, expand Entities, and then expand the entity you want.
   
5. 
   Click Forms.
   

- OR -

6. 
   Make any of the following design changes, as needed:
   

7. 
   In the Navigation Pane, click Settings.
   
8. 
   Under Customization, click Customizations.
   
9. 
   In the Customization area, click Customize the System.
   
10. 
    Under Components, expand Entities, and then expand the entity you want.
    
11. 
    Click Forms. In the list, click a form to edit it if it has a Form Type of Main.
    
12. 
    On the Insert tab, click either One Column or Two Columns.
    
13. 
    Click the tab you would like to edit. Then, on the Home tab, click Change Properties. The Tab Properties dialog box opens.
    
14. 
    On the Display tab, enter a unique name in Name.
    
15. 
    On the Formatting tab, specify whether you would like the tab to have one or two columns.
    
16. 
    On the Events tab, you can add and edit form libraries and the TabStateChange event, which indicates when the tab is expanded or collapsed. More information: Add or edit event scripts for fields and forms (on page 514)
    
17. 
    Click OK.
    
18. 
    When you finish editing the form, click Save and Close to close the form.
    
19. 
    You can preview how the main form will appear and how events will function:
    

2. 
   On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.
   

16. 
    To close the Preview form, on the File menu, click Close.
    

20. 
    When your customizations are complete, publish them:
    

• 
  To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
  
• 
  To publish customizations for all unpublished components at one time, click Publish All Customizations.
  

1. 
   Click the tab area where you would like to add a section.
   
2. 
   On the Insert tab, in the Section group, click One Column, Two Columns, Three Columns, or Four Columns.
   

3. 
   Click the section that you want to edit. Then, on the Home tab in the Edit group, click Change Properties.
   
4. 
   In the Section Properties dialog box, on the Display tab:
   

1. 
   Enter a unique name in Name.
   

17. 
    In the Width text box, set the width of the label area for the fields in the section.
    
18. 
    Select the Visible by default check box if you want to display the field. If you clear this check box, the field does not display in the Reading Pane in Microsoft Dynamics CRM for Microsoft Office Outlook. The field displays in the Microsoft Dynamics CRM web application unless you use JScript to define other behavior. In the web application, JScript overrides this check box.
    

5. 
   On the Formatting tab, click the option for the number of columns you want. Also, click the options for field label alignment and field label position.
   
6. 
   Click OK.
   

To add a new field, in the Common Tasks area, click Add Fields .

In the Add Fields dialog box, select the fields you want to add to the form, and then click OK.

Add or edit an IFRAME

Caution: Because applications can interact with each other through an IFRAME, by default, in the Security section, the Restrict cross-frame scripting check box is selected. Remove this restriction only if you are sure the site you are using as the target of the IFRAME can be trusted.

1. 
   To add an IFRAME, in the Common Tasks area, click Add an IFRAME.
   

Select a tab and then the IFRAME in the tab you want to edit, and then in the Common Tasks area, click Change Properties.

2. 
   On the Add an IFRAME or IFRAME Properties dialog box, on the General tab, enter the information you want. In particular, note the following:
   

• 
  In the Name box, enter a unique name for the IFRAME. The name can only contain alphanumeric characters and underscore.
  
• 
  In the URL box, enter a full URL for the IFRAME, and optionally select the Pass record object-type code and unique identifier as parameters check box. More information: Passing IFRAME parameters (Microsoft Dynamics CRM SDK) (see Passing IFRAME parameters (Microsoft Dynamics CRM SDK) - http://go.microsoft.com/fwlink/?LinkId=201317)
  
• 
  The Restrict cross-frame scripting check box is selected by default for security purposes. Exercise great caution in allowing cross-frame scripting.
  

3. 
   On the Formatting tab, the formatting options displayed depend on the section formatting options. If the section formatting is defined as Variable Field Width, you can choose a layout of one or two columns and set the field to automatically expand to use available space. In either case, you can determine the scrolling type, whether a border is displayed and the number of rows for the field.
   
4. 
   On the Dependencies tab, from the Available fields list, select the fields you want to designate as dependent fields in the IFRAME, and then click the Add Selected Records button to move the selected fields to the Dependent fields list.
   
5. 
   Click OK.
   

1. 
   To add a sub-grid, on the Insert tab, click the Sub-Grid button.
   

To edit an existing sub-grid, click it, and then on the Home tab, in the Edit group, click the Change Properties button.

2. 
   In the Sub-Grid Properties dialog box, on the Display tab, pay particular attention to the following fields:
   

2. 
   In the Name text box, enter a unique name. This can only contain alphanumeric characters and underscore.
   

6. 
   In the Data Source section, use the Entity and Default View lists to specify the group of records that you want displayed in the sub-grid.
   
7. 
   If you want to edit the view that you selected, click Edit. To create a new view, click New. More information: Create or edit a system view for an entity
   

3. 
   On the Formatting tab, click the options for the number of columns and rows to display in the sub-grid.
   
4. 
   Click OK.
   

You can add a Web resource that is an image, an HTML file, a Silverlight control, or a JScript library.

1. 
   To add a Web resource, click the tab in which you'd like to insert it, and then on the Insert tab, click Web Resource.
   

To edit a Web resource, select a tab and the Web resource that you want to edit, and then on the Home tab, click Change Properties.

2. 
   In the Add Web Resource or Web Resource Properties dialog box, on the General tab, enter the information you want. In particular, note the following:
   

• 
  In the Web Resource box, select the image, HTML, Silverlight, or JScript library Web resource that you want.
  
• 
  In the Name box, enter a unique name for the field. The name can contain only alphanumeric characters and underscores.
  
• 
  After you add a Web resource, the Web Resource Properties section appears on this tab. It has options to set custom parameters or pass a record object-type code as a parameter.
  

3. 
   On the Formatting tab, that options that are displayed depend on the section formatting options. In any case, you can determine the number of rows for the field, whether a border is displayed, and the scrolling type.
   
4. 
   On the Dependencies tab, from the Available fields list, select the fields that are required by the Web resource, and then click the Add Selected Records button to move the selected fields to the Dependent fields list.
   
5. 
   Click OK.
   

1. 
   To add a link to a related entity, on Home tab, in the Select group, click Navigation. Relationship Explorer opens on the right side of the form editor.
   
2. 
   In the Relationship Explorer list, select the related entity you want, drag it to the Navigation Pane, and drop it where you want it to be displayed.
   

3. 
   To edit the properties for this or any other related entity link in the Navigation Pane, select the link, and then on the Home tab, click Change Properties.
   
4. 
   In the Relationship Properties dialog box, on the Display tab, type a new display label.
   
5. 
   On the Name tab, you can view details about the entity relationship for this link. Click the Edit button to view or edit the relationship record. More information: Create, edit, or view 1:N relationships between entities (see "Create or edit 1:N relationships between entities" on page 573), Create or edit N:N relationships between entities (on page 580)
   
6. 
   Click OK.
   

1. 
   On the Home tab, in the Select group, click Header or Footer.
   
2. 
   To edit the properties, on the Home tab, in the Edit group, click Change Properties.
   

3. 
   On the Display tab, specify the width of the field label.
   
4. 
   On the Formatting tab, specify the number of columns you want in the header or footer. You can also specify field label alignment.
   
5. 
   Click OK.
   
6. 
   To add fields to the header or footer, in Field Explorer, select a field and drag it to the spot in which you want it to display.
   

1. 
   On the Home tab, in the Select group, click Body.
   
2. 
   Select the tab, section, field, or IFRAME that you want to remove.
   

3. 
   On the Home tab, in the Edit group, click Remove.
   
4. 
   In the confirmation message, click OK.
   

1. 
   In the Navigation Pane, click Service, and then click Cases.
   
2. 
   On the Customize tab, in the Design group, click Form.
   
3. 
   On the Home tab, in the Form group, click Form Properties.
   
4. 
   In the Form Properties dialog box, click the Display tab.
   
5. 
   In the Form Assistant section, select or clear the Expanded by default check box.
   

7. 
   Edit the properties for parts of the form, as needed:
   

6. 
   On the Home tab, in the Form group, click Form Properties.
   
7. 
   In the Form Properties dialog box, some of the properties you can edit include:
   

• 
  On the Display tab, in the Form Name box, edit the name that is displayed for the form.
  
• 
  In the Page Navigation section, select the check box if you want the form to display the page navigation.
  
• 
  On the Non-Event Dependencies tab, select the form fields that are required for any external, non-event scripts. These fields will not be removable from the form.
  
• 
  On the Events tab, you can do the following:
  

• 
  In the Form Libraries section, add or remove the JScript libraries that will be available for form or field events. You can also edit the libraries.
  
• 
  In the Event Handlers section, you can create a script that is executed when data in the form changes.
  

2. 
   Click Add to add a new script, or click Edit to edit an existing script.
   

Click OK.

More information: Add or edit event scripts for fields and forms (on page 514)

8. 
   Click OK.
   

1. 
   To add a new field, in the Common Tasks area, click Add Fields. In the Add Fields dialog box, select the fields you want to add to the form, and optionally, from the Tab and Section lists, select the tab and section in which you want to place the selected field or fields, and then click OK.
   
2. 
   To edit a field, select the field you want to edit, and then in the Common Tasks area, click Change Properties.
   
3. 
   In the Field Properties dialog box, edit a field as follows:
   

• 
  On the Display tab you can edit the following:
  

• 
  Change the label used for this field. This will not change the attribute display name, just the text in this form.
  
• 
  If necessary, select the Display label on the form check box to make the label visible on the form. Clear the check box if you want to have a field with no label, for example, if the field is the only one in a section with a clearly descriptive name.
  
• 
  Select Disabled on the form to make the field read-only for example, if the field displays a value calculated by a client-side script.
  
• 
  In the Location area, select the tab and section to which you want to move the field.
  
• 
  In the Locking area, specify whether you wish to lock the field to the form by selecting Lock the field on the form. This will prevent anyone from removing this field using the Remove command from the Common Tasks area. This will also protect the tab and section that contain this field from being removed.
  

• 
  On the Formatting tab, the formatting options displayed depend on the section formatting options. If the section formatting is defined as Variable Field Width, you can choose a layout of one or two columns and set the field to automatically expand to use available space. If the form formatting is defined as Fixed Field Width, you do not have the option of modifying the number of columns, but for ntext fields, you can define the number of rows for the field. For bit fields, you can set the formatting to Two radio buttons, Checkbox, or List.
  
• 
  On the Schema tab, the fields are read-only by default, and cannot be changed in the form for the entity.
  
• 
  On the Events tab, you can create a script that is executed when data in the field is changed:
  

In the Handler Properties dialog box, supply the requested information. Select the Enabled check box to make the function available to be called by a field event.

On the Non-Event Dependencies tab, in the Available fields list, select any fields you have referenced in scripts, and then click the Add Selected Records button to move the selected fields to the Dependent fields list.

- OR -

Click OK.

4. 
   Click OK.
   

1. 
   Click the tab you would like to edit. Then, on the Home tab, click Change Properties. The Tab Properties dialog box opens.
   
2. 
   On the Display tab, enter a unique name in Name.
   
3. 
   On the Formatting tab, specify whether you would like the tab to have one or two columns.
   
4. 
   On the Events tab, you can add and edit form libraries and the TabStateChange event, which indicates when the tab is expanded or collapsed. More information: Add or edit event scripts for fields and forms (on page 514)
   
5. 
   Click OK.
   

1. 
   Click the section that you want to edit. Then, on the Home tab in the Edit group, click Change Properties.
   
2. 
   In the Section Properties dialog box, on the Display tab:
   

1. 
   Enter a unique name in Name.
   

8. 
   In the Width text box, set the width of the label area for the fields in the section.
   
9. 
   Select the Visible by default check box if you want to display the field. If you clear this check box, the field does not display in the Reading Pane in Microsoft Dynamics CRM for Microsoft Office Outlook. The field displays in the Microsoft Dynamics CRM web application unless you use JScript to define other behavior. In the web application, JScript overrides this check box.
   

3. 
   On the Formatting tab, click the option for the number of columns you want. Also, click the options for field label alignment and field label position.
   
4. 
   Click OK.
   

8. 
   Add event scripts, as needed. More information: Add or edit event scripts for fields and forms (on page 514)
   
9. 
   Determine which security roles will be able to view the form:
   

1. 
   On the Home tab, in the Form group, click Assign Roles.
   
2. 
   In the Assign Roles dialog box, select the security roles to which this form will be available. More information: Controlling Data Access
   
3. 
   To make this the fallback form, select the Enabled for fallback check box.
   
4. 
   At least one form per entity must be a fallback form, the form that is displayed to a user when no other form is available for that user's security role.
   
5. 
   Click OK.
   

10. 
    Preview how the main form appears and how events functions:
    

1. 
   On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.
   
2. 
   To close the Preview form, on the File menu, click Close.
   

11. 
    When you finish editing the form, click Save As. Enter a name for the form, and then click OK.
    
12. 
    When your customizations are complete, publish them:
    

• 
  To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
  
• 
  To publish customizations for all unpublished components at one time, click Publish All Customizations.
  

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