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When designing the main forms that appear in the web and Outlook interfaces, you have the ability to customize all of the form components we discussed: body, header, footer, and navigation. Within these components you can add fields and relationships to other entities. In addition, you can add controls, such as sub-grids, IFrames, and several others. In this section, we ll discuss how you can customize each of these areas on a form. We will also review the Field Explorer, which you will use heavily when customizing the body, header, and footer of forms. Keep in mind that controls can also be added to forms, but we will discuss these form enhancement types in more detail in later in this chapter.
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Body
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Within the body of the form, you have the flexibility to set up tabs, sections, and controls. Tabs Tabs allow you to organize the fields for an entity into logical groups that can be used for navigating within a form. Microsoft Dynamics CRM enables you to quickly jump between tabs on a form using links in the navigation pane. After you determine the tabs you want to include on a form, you can design the layout of each tab, which can contain one or two columns and as many sections as you want. Each section can then contain up to four columns, so technically your form can have up to eight columns. Important When designing your forms, it s important to consider the typical screen resolution
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of your users computers. For example, if you attempt to use a two-column tab with four column sections, some fields will be cut off in a 1024 768 screen resolution, and you ll have to scroll left and right to see the fields.
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Part II Solutions
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To create a tab on a form, follow these steps: 1. Navigate to Settings area, click Customizations, and then click Customize the System. The default solution opens. 2. Expand the Entities list, select the entity you want to customize, and then click Forms. 3. Open the form you want to edit. 4. On the form ribbon, click the Insert tab. 5. Click the One Column or Two Column button in the Tab section of the ribbon. The new tab appears on your form.
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Tabs have the following properties:
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Name Unique name for the tab. Label Display name of the tab that will appear on the form. You can also opt to hide the label so that it s not displayed on the form and select whether you want the tab expanded or collapsed when the form is first opened. Visibility Field for toggling whether the tab is displayed or hidden on the form. Layout Tabs can have a one- or two-column layout, which can be changed at any time. You can also specify the width of each column when the two-column option is selected. Events You can associate events and functions to a tab. We ll cover this advanced functionality in 11, Solutions: Web Resources, and 12, Solutions: Client Extensions.
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7 Entity Customization: Forms
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To edit the properties of a tab, double-click the tab in the form editor, or select the tab and click the Change Properties button in the Home tab in the ribbon. The Tab Properties dialog box is shown in Figure 7-6.
FIGURE 7-6 Tab Properties dialog box
To remove a tab, click the tab to select it and click the Remove button on the Home tab in the ribbon. Sections In each tab, you can group information in sections. In Figure 7-2, Professional Information and Billing Information are sections on the Details tab. A default section is created in each column when you add a tab to a form. The steps to create a section are similar to those used to create a tab. In the form editor, select the tab to which you want to add the section, click the Insert tab in the ribbon, and then click the button with the number of columns you want in your section in the ribbon s Section area.
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