Create or edit the main form for an entity

Can I do this task?

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 it with a new name.

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 Windowless inline floating frames that are typically used for including Web pages in forms. Examples of Web pages that can be included are a page from a Microsoft SharePoint site, a section of HTML such as a button, or a custom application..

If you want to base your new form on an existing form, you can clone a form. More information: Create a new form based on an existing 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.

   To create a new form, in the main pane on the Actions toolbar, click the New button.

   - OR -

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

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

   Add a tab to a form

   Add a section to a form

   Add a field to a form

   Add or edit an IFrame

   Add or edit a sub-grid

   Add or edit a form Web resource

   Add or edit form navigation for related entities

   Edit form headers and footers

   Remove a tab, section, field, or IFRAME

   Enable or disable the Form Assistant

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

   Edit form properties

   Edit form field properties

   Edit tab properties

   Edit a section

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

   Assign security roles to form

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.

Notes

• You can not apply a requirement level A setting that determines whether users must enter data. For example, when the requirement level of a field is set to Business Required, users will be unable to save the record without entering data in that field. The field will also appear in the Quick Create form. to a field using this form. Requirement level constraints are applied to the attribute A property of an entity with a specific data type. Attributes are analogous to columns in a database table. When attributes are added to an entity form, they are displayed as fields that correspond to their data type..
• 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.