Add or edit a form web resource

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.

   You can add a Web resource that is an image, an HTML file, a Silverlight control, or a JScript library.

6. To add a Web resource, click the tab in which you'd like to insert it, and then on the Insert tab, click Web Resource.

   - OR -

   To edit a Web resource, select a tab and the Web resource that you want to edit, and then on the Home tab, click Change Properties.

7. In the Add Web Resource or Web Resource Properties dialog box, on the General tab, enter the information you want. In particular, note the following:
   • In the Web Resource box, select the image, HTML, Silverlight, or JScript library Web resource that you want.
   • In the Name box, enter a unique name for the field. The name can contain only alphanumeric characters and underscores.
   • In the Alternative Text box, type some text that describes the resource. If the resource is an image, the alternative text makes the image more accessible to all users.
   • After you add a Web resource, the Web Resource Properties section appears on this tab. It has options to set custom parameters or pass a record object-type code as a parameter.
8. On the Formatting tab, that options that are displayed depend on the section formatting options. In any case, you can determine the number of rows for the field, whether a border is displayed, and the scrolling type.
9. On the Dependencies tab, from the Available fields list, select the fields that are required by the Web resource, and then click the Add Selected Records button to move the selected fields to the Dependent fields list.
10. Click OK.
11. When you finish editing the form, click Save and Close to close the form.
12. 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.
13. 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    • To publish customizations for all unpublished components at one time, click Publish All Customizations.