2011 User's Guide Copyright

Set non-event dependencies for a form

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)

If you have custom code that depends on certain fields being present in Microsoft Dynamics CRM, set these fields up as dependencies so that the fields cannot inadvertently be removed from the form.

1. 
   In the Navigation Pane, click Settings, click Customizations, and then click Customize the System.
   
2. 
   Open the entity that contains the form that has the attributes your external code refers to, and then click Forms and Views.
   
3. 
   Click Form, then on the Actions toolbar, click Actions, and then click Edit.
   
4. 
   On the Home tab, click Form Properties.
   
5. 
   On the Non-Event Dependancies tab, select the fields you want to make dependent, and click the Add Selected Records button to move them to the Dependent fields list.
   
6. 
   Click OK to close the Form Properties dialog box.
   
7. 
   Click Save and Close to close the form.
   
8. 
   Click Save and Close to close the entity.
   
9. 
   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  To publish customizations for all unpublished components at one time, click Publish All Customizations.
  

Related Topics Understanding Entities 499 Customization Capabilities 473

Add a field to a form

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. In the list, click a form to edit it if it has a Form Type of Main.
   
6. 
   In the form, select the section to which you want to add a field.
   

1. 
   In the Field Explorer pane, double-click the field that you want to add to the form.
   

7. 
   You can 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.
   

8. 
   When you finish editing the form, click Save and Close to close the form.
   
9. 
   When your customization 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.
  

Add or edit form navigation for related entities

1. 
   To add an IFRAME, on the Insert tab, click IFRAME.
   

Select a tab and then the IFRAME in the tab you want to edit, and then on the Home tab, 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. You can 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.
  

1. 
   In the Formatting options 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.
   
2. 
   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.
   
3. 
   Click OK.
   

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. In the list, click a form to edit it if it has a Form Type of Main.
   
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.
  

• 
  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.
  

1. 
   Click Add to add a new script, or click Edit to edit an existing script.
   
2. 
   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.
   
3. 
   Click OK.
   

8. 
   Click OK.
   
9. 
   You can preview how the main form will appear:
   

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.
   

10. 
    When you finish editing the form, click Save and Close to close the form.
    
11. 
    When your customization 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.