Microsoft Dynamics® CRM Training
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In Microsoft Dynamics CRM, different field types record different kinds of data. There are ten different kinds of fields, and they are all outlined in the video called, “Field Types”. In this tutorial, we focus solely on two-option fields and their different formats.
Let’s start in the Contact entity. The December 2012 Service Update introduced new flow forms to the Account, Case, Contact, Lead, and Opportunity entities. The reason we’re going to work with the Contact entity in this lesson is to illustrate how two-option fields function slightly differently between flow forms and original forms.
From an open Contact record, open the Form Editor by clicking the ellipses in the command bar. When it opens, click the New Field buttonin the bottom right corner. When the Field form opens, change the Type field to Two Options. Two-option fields record two values: zero and one. However, the display of each value can be changed to whatever you decide. By default, the options are “No” and “Yes”, representing 0 and 1 respectively.
You can change the order of each option by selecting it and clicking Move Up or Move Down. You can edit each label by selecting it, and then clicking the Edit button. When you do this, a Modify List Value dialog opens. Notice that you cannot adjust the Value, but can change the Label.
Back at the Field form, notice that the last thing we can modify is the Default Value. This dictates which value will be automatically selected when the record is created. That is all the formatting options available to you on this form. However, once a two-option field is saved and created, it can be configured to be a check box, a list, or radio buttons. This is set in the form editor after the field is placed on the form.
To modify a two-option field’s format, drag it onto the form in the Form Editor, and then double-click it to open the Field Properties dialog. Once it opens, click the Formatting tab, where you’ll see the Control Formatting section. In this dropdown list you’ll find the three formatting options for a two-option field: Two radio buttons, check box, and list. Select the one you want and then click the OK button to close the dialog. To see the field in action, save and publish your changes, and then reopen the record.
Two-option fields function slightly differently in flow forms than they do in original forms. In the flow form, both the check box and radio button formats function similarly: they toggle between the two options when clicked. The two-option field in a list format does function like a dropdown when clicked.
If you switch to classic mode, all three two-option formats function uniquely from one another. The check box format actually has a single box that can be checked and unchecked. The list format has a dropdown with an arrow. The radio button format has two separate radio buttons, each representing a different option.
In this lesson, we’ve learned how to format two-option fields, and learned that they function slightly differently depending on what form experience you choose.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.