Edit form field properties
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016
Go to Settings > Customizations.
Choose Customize the System.
Under Components, expand Entities, expand the entity you want to work with, and then choose Forms.
In the list, locate an entry with the Form Type of Main, and then double-click or tap to edit it.
On the form body, double-click or tap the field you want to edit.
In the Field Properties dialog box, you can access and edit a variety of the properties associated with the field by using a series of tabs:
Display. Use this tab to perform the following tasks:
Change or hide the label used for this field on this form. The field display name remains unchanged.
Specify whether the field is read-only by selecting or clearing the Field is read-only check box.
In the Locking section, specify whether to lock the field to the form and prevent anyone from removing it by selecting or clearing the Lock the field on the form check box.
Specify whether a field is visible in the default view by selecting or clearing the Visible by default check box. If the check box is cleared, the field will not display in the Reading Pane in Microsoft Dynamics 365 for Microsoft Office Outlook. However, the field will display in the Microsoft Dynamics 365 web application unless you use JavaScript to define other behavior. In the web application, JavaScript overrides the value set by this check box.
For lookup fields, this tab displays extra properties:
In the Related Records Filtering section, to filter the list of displayed records in the lookup, select the Only show records where check box.
Note
Related records filtering does not apply to the controls of type lookup that are displayed on the business process flow bar.
The relationship combinations that are possible when you filter related records are listed in the following table.
First list relationship
Second list relationship
Available?
N:1
1:N
Yes
N:1
N:1
Yes
N:1
N:N
Yes
1:N
1:N
Yes
1:N
N:1
No
1:N
N:N
No
N:N
1:N
Yes
N:N
N:1
No
N:N
N:N
No
The first list is populated with all the potential relationships you can use to filter this lookup. Click one.
The second list is then populated with all relationships that connect the related entity (selected in first list) to the target entity. Click one.
Select the Allow users to turn off filter check box to give users the option of turning off the filter you define here. This makes it possible for them to view a wider range of records. If you want to make sure that users only see the limited range of records defined by this filter, clear this check box.
Also, for lookup fields, the tab displays the Additional Properties section. Here, select the Display Search box in lookup dialog check box if you want a search box to be available in the lookup.
In the Default View list, click the default view for which results will be displayed in the lookup.
If you want users to also have the option of selecting other views, select the Enable the View selection in lookup dialog check box.
Formatting. The formatting options displayed vary based on the which options are set for the section of the form that the field appears within.
Details. This tab provides access to the basic properties associated with the field. Choose Edit to modify them.
Events. This tab includes two sections:
Form Libraries. In this section, you can add or remove the available JavaScript libraries for form or field events. You can edit the listed custom libraries if necessary.
Event Handlers. In this section, you can add a JavaScript library (a script web resource) authored by a developer and associate a function within that library to an event.
In the Events list, choose onChange, and then choose Add.
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.
Choose OK.
Business Rules. Use this tab to create or edit the process components of business rules.
When you finish modifying the properties for the field, in the Field Properties dialog box, choose OK.
To preview how the form appears and how events function:
On the Home tab, choose Preview, and then select Create Form, Update Form, or Read-Only Form.
To close the Preview form, on the File menu, choose Close.
When you finish editing the form, on the Home tab, choose Save and Close to close the form.
When your customizations are complete, publish them:
To publish customizations for only the component that you are currently editing, on the nav bar or in the Navigation Pane, choose the entity you have been working on, and then choose Publish.
To publish customizations for all unpublished components at one time, in the Navigation Pane, choose Entities, and then on the Actions toolbar, choose Publish All Customizations.
Note
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.