SystemForm (system dashboard) entity messages and methods

 

Applies To: Dynamics CRM 2013

The system form entity represents the entity forms and organization-owned dashboards in Microsoft Dynamics CRM. The display name for this entity is System Dashboard, but this entity is used for all entity forms. The schema name for this entity is SystemForm. To view the entity metadata for your organization, install the Metadata Browser solution described in Browse the metadata for your organization. You can also view the metadata for an uncustomized organization in the Excel file called EntityMetadata.xlsx included in the top-level folder of the SDK download.

The following table describes the messages for this entity, which you use with the IOrganizationService.Execute method.

Message

Description

AssociateRequest

Creates a link between a record and one or more records that participate in a relationship. You can also use the IOrganizationService.Associate method. For more information, see Actions on entity records. For a list of default relationships for this entity, see SystemForm entity metadata. You can find this information in the metadata for your organization. See the preceding metadata browser information.

CreateRequest

Creates a system form. You can also call the IOrganizationService.Create method.

CopySystemFormRequest

Creates a new entity form that is based on an existing entity form.

DeleteRequest

Deletes a system form. You can also call the IOrganizationService.Delete method.

DisassociateRequest

Removes a link between a record and one or more records that participate in a relationship. You can also use the IOrganizationService.Disassociate method. For more information, see Actions on entity records. For a list of default relationships for this entity, see SystemFrom entity metadata. You can find this information in the metadata for your organization. See the preceding metadata browser information.

InitializeFromRequest

Initializes a new record from an existing record provided that an attribute map is defined for the two entities. For more information, see Customize entity and attribute mappings.

RetrieveDuplicatesRequest

Detects and retrieves duplicate records for the specified record provided that duplicate detection is enabled and there are published duplicate detection rules for the entity. For more information, see Detect duplicate data.

RetrieveRequest

Retrieves a system form. You can also call the IOrganizationService.Retrieve method.

RetrieveFilteredFormsRequest

Retrieves the system forms for the specified user.

RetrieveLocLabelsRequest

Retrieves localized labels for SystemForm.Name and SystemForm.Description attributes.

RetrieveMultipleRequest

Retrieves a collection of organization-owned dashboards. You can also call the IOrganizationService.RetrieveMultiple method.

RetrieveUnpublishedRequest

Retrieves an unpublished organization-owned dashboard.

RetrieveUnpublishedMultipleRequest

Retrieves a collection of unpublished organization-owned dashboards.

SetLocLabelsRequest

Sets localized labels for SystemForm.Name and SystemForm.Description attributes.

UpdateRequest

Updates a system form. You can also call the IOrganizationService.Update method.

See Also

Dashboard entities
UserForm (user dashboard) entity messages and methods
Customize entity forms
SystemForm entity privileges