In the last chapters, you studied about creating new entities, creating new information and types of fields available in CRM. on this chapter, you will be learning to feature new fields on CRM forms.
Out of the 11 types of information fields studied in the previous chapter, you may be using three types of fields in your employer - option Set (Dropdown), multiple lines of text and DateTime. the choice Set field would be used to save the organization type, multiple lines of text will be used to save brief description of organization and the Date Time area could be used to save date when the company changed into started. Note:You already had a call subject to your form which became a single Line of text type.
Step 1 − click the top ribbon button followed through Settings choice. click Customizations choice from the Customization section (Refer screenshot below).
Step 2 − Now click the Customize the System option.
This may open the DefaultSolution window. you will study more about CRM solutions in the next chapters however for now you will be using the default CRM solution.
Step 3 − Expand the Entities option from the left panel.
Step 4 − From the increased entities, choose organisation. this can open the details of the entity at the right window. extend employer option from the left panel and you will be able to see forms, views, Charts, Fields, and other several options.
Step 5 − Click Fields. It will open a grid showing all the fields that came by default when you created this entity.
Step 6 − click on the new button. in the new window that opens, enter the following information −
Display Name −Employer type
Name − This field may be populated automatically based on the show name you choose. however, if you would like to change it, you may do so.
Data Type −Option Set. As soon as you choose the data kind as option Set, it will show you the options panel. Clicking the plus(+) icon creates a new choice set object with default Label as item and default cost as 100,000,000. you may change the label of this item to add four options representing employer types: private, government, Multinational and Public.
Step 7 − click on save and near from the top ribbon. you have successfully created employer type field.
Step 8 − similar to what you just did for including employer type area, add 3 different fields as described and shown in the following screenshots −
Number of Employees − this could be a whole number field.
Founded On − this will be a DateTime field.
Employer Description − this will be a multiple lines of text field.
Step 9 − Now upload these new fields at the organisation form. For this, click forms from the left navigation below employer entity. this could show you two forms with name data. through default, CRM creates two forms – main and mobile-express. click on the main form.
Step 10 − You can see the newly added fields in the Field Explorer panel on the right.
Step 11 − Drag and drop these fields in the General tab.
Step 12 − click on save and then click on publish.
Step 13 − you may now create employer data with the updates fields. Navigate to CRM home → sales → Employers → New. the new form which will open this time will include all of the new fields that you added in this chapter. you may fill in some information and click save and close.
In this chapter, we learnt working with CRM forms and how to customize them by using putting various types of fields in them. We also learnt to feature as many fields as we need on any form and set up them using various tabs and sections as per the business requirement.
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