Edit form field properties

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 form body, double-click the field you want to edit.
7. On Field Properties, you can edit the following:
   • The Display tab:
     • Change the label used for this field. This does not change the field display name The label that is used by default when an attribute is displayed on a form, in a list, or in a report. The Display Name for each attribute can be changed in the Customization area by a user with an appropriate security role.. It only changes the text in this form. You can also choose to not display the name.
     • Select or clear the Field is read-only check box.
     • In the Locking section, specify whether you wish to lock the field to the form by selecting Lock the field on the form. This prevents anyone from removing this field.
     • Select the Visible by default check box if you want to display the field. If you clear this check box, the field does not display in the Reading Pane in Microsoft Dynamics CRM for Microsoft Office Outlook. The field displays in the Microsoft Dynamics CRM web application unless you use JScript to define other behavior. In the web application, JScript overrides this check box.
     • For lookup fields Fields used to create a reference to a related record. Also known as a relationship field., 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.

       This table specifies the relationship combinations that are possible when you filter related records.

       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.

   • The Formatting tab:
     • The displayed formatting options depend on the formatting options that are set for the section.
   • The Details tab:
     • These are the basic field properties. Click Edit to modify them.
   • On the Events tab:
     • In the Form Libraries section, add or remove the available JScript libraries for form or field events. You can edit the listed custom libraries.
     • In the Event Handlers section, add a JScript library (a script web resource) authored by a developer and associate a function within that library to an event.
     1. In the Events list, click onChange, and then click Add.
     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.

     More information: Add or edit event scripts for fields and forms

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