Edit the preview form for an entity

Can I do this task?

1. In the Navigation Pane, click Settings, click Customization, and then click Customize Entities.
2. Open the entity and then click Forms and Views.
3. In the list of forms and views, select Preview, then on the Actions toolbar click More Actions, and then click Edit. Make any of the following changes to the Preview form:

   Add a field

   1. To add a new field, in the Common Tasks area, click Add Fields .
   2. In the Add Fields dialog box, select the fields you want to add to the form, and then click OK.

   Edit a field

   1. Select the field you want to edit, and then in the Common Tasks area, click Change Properties.
   2. Click the Display tab and modify the settings as needed.
   3. Click the Formatting tab to select the number of columns the field occupies.
   4. The fields on the Schema tab are read-only and cannot be changed.
   5. Click OK.

   Move a field

   1. Select the field you want to move.
   2. In the Common Tasks area, click an arrow to move the selected item left, right, up, or down on the form.

   Remove a field

   1. Select the field you want to remove.
   2. In the Common Tasks area, click Remove.
   3. In the confirmation message, click OK.
4. When your customizations are complete, publish your customizations:
   • To publish customizations for the entity you are currently editing, on the Actions menu, click Publish.
   • To publish customizations for all entities at once, open the Customize Entities list. On the More Actions menu, click Publish All Customizations.
   • To publish customizations for specific entities, open the Customize Entities list and select the entities you want to publish. On the Actions toolbar, click Publish.

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