Microsoft Dynamics® CRM Training
Inserting a Spacer
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Customizing forms to fit the needs of your business is quite simple in Microsoft Dynamics CRM. It can be done directly from an open record of the form you want to configure.
A great little feature of the Form Editor that is easy to overlook is the spacer. It is simply empty space that can be inserted on the form to separate data. No items, like a field for example, can be placed over a spacer on the form. The spacer serves both practical and aesthetic purposes.
Perhaps you want to separate a pair of sub-grids so that instead of a continuous list, each grid is separate and distinct. Such a use is great on the practical level because it helps users separate different sets of data visually. It can also make the form look clean and organized.
In this lesson I will add a spacer to the default flow form for the Lead entity. I begin by navigating to Workplace > Sales > Leads, and then opening a record.
Before I open the Form Editor to insert a spacer, I examine the form and see where a spacer would best serve my needs. First off, notice the Stakeholders and Competitors sub-grids on the right. It may not be immediately obvious, but there is a spacer separating these two grids. This way, when the Stakeholders sub-grid reaches the maximum number of connections that can be displayed on one page of the grid, there is still breathing room between it and the Competitors grid.
Now, take a look at the Company area of the Summary in the body of the form. The name of the company is listed, along with its website and address. Say I wanted to not only move the Web Site field to the bottom of this area, but separate it from the address. Rather than create its own section on the form, I could just use a spacer.
To make this configuration, I click the ellipses in the command bar and click Form Editor. When the form editor opens, I can drag the Web Site field to the bottom of the Company area. Now, to add the spacer, I click the Insert tab of the ribbon, and then click Spacer.
A dark gray empty field appears below the Web Site field. I then drag it to the preferred location just above the Web Site field. These are all of the changes I need to make, so I click the Home tab of the ribbon, then click Save and Publish.
Once the entity is published, I can close the Form Editor and the reopen the Lead record. The Web Site field now appears separately from the rest of the fields in the Company area. As you can see, the spacer is a simple, yet effective tool that can help you make practical, visual configurations.
For more tips, tricks, and tutorials, please refer to the Success Portal or our xRM.com blog.