Create and edit mobile forms

 

Applies To: Dynamics CRM 2013

Microsoft Dynamics CRM for phones uses a form that is optimized for use with a phone. Editing the form is essentially a matter of selecting which fields you want to display and what order you want them to appear. You can make certain fields read-only. There is no form scripting in the CRM for phones forms.

When you have multiple forms, you must adjust the form order and assign security roles to ensure that people see the forms tailored for their needs.

In This Topic

View the mobile form

Create a mobile form

Edit a mobile form

View the mobile form

The first step in customizing the mobile form is to understand what it looks like. Using the browser on your mobile device, navigate to the URL for your CRM organization. This will take you to the CRM for phones application. If your on-premises deployment has multiple organizations and you want to access the CRM for phones application for an organization that is not your default organization, include the organization name in the URL. For example: http[s]://<CRM server URL>/<Org name>.

From there, locate the entity that has the form you want to edit and open an existing record or create a new one.

As you can see, the form is simply a list of fields.

Note

When viewing data, only fields that contain data are displayed.

To edit the data, click the Edit icon at the bottom of the form and the position of the labels to the fields shifts to provide more space for editing. All fields are now displayed. If you scroll down, you can see a list of all the related entities as defined by their entity relationship definitions.

Create a mobile form

If you need more than one mobile form, create a new one in the same manner you would create any other type form. With more than one form, you need to make sure to set the form order and security roles for the form. There is no way for people to switch forms. Like Microsoft Dynamics CRM for tablets, people will see the first form in the form order that their security roles allow them to see. See da3ac59a-5413-46cb-b355-1987e42e3853#BKMK_MultipleForms for an example.

Create a new mobile form

1. In the default solution, using the solution explorer, expand the Entities node and select the entity you want to create a new mobile form for.

2. Expand the entity and select the Forms node.

3. Select an existing mobile form and open it.

If you don’t see the option to create a Mobile Form, the entity is not enabled to be viewed in CRM for phones. For some entities this can be changed. See 02ba7668-028c-4886-9f05-9116a605f3c8#BKMK_EnableDisableOptions for more information.

4. In the menu, click or tap Save As and enter a Name and Description and then click or tap OK.

Mobile form names do not need to be unique, but you should give it a meaningful name so you can differentiate it from other mobile forms in the list. This is important when you set the form order.

5. You can now edit the form or click or tap Save and Close to close it. See Edit a mobile form for more information.

Set form order

1. In the list of forms for an entity, click or tap Form Order and select Mobile Form Set.

2. In the Form Order dialog box, select a form and use the green arrows to move the form up or down in the form order.

   This is where you will be glad you gave your new mobile form a unique name.

3. Click or tap OK to close the Form Order dialog box.

Note

As someone with the system administrator or system customizer security role, you have access to all forms. The only way for you to view customizations you have applied to additional mobile forms is by setting the form order so that the form you have created is at the top of the form order.

Edit a mobile form

The mobile form editor doesn’t provide any capabilities to create new attributes or entity relationships as you can when editing other entity forms, so you can always edit the mobile form within the default solution.

Edit an existing mobile form

1. In the default solution, using the solution explorer, expand the Entities node and select the entity with the mobile form you want to edit.

2. In the form list, double-click or tap one of the forms with the Form Type column set to Mobile.

The mobile form editor will open.

With such a simple form, the tasks related to customizing this form are:

• Choose what fields to include in the form.

• Choose where to position the fields.

• Decide whether to make certain fields read-only.

• Publish customizations when you are done. See Publishing customizations for more information.

The mobile form designer still uses the term ‘Attributes’ rather than Fields. For step-by-step instructions, see Customize CRM for Phones.

By default, all fields that are business or system required are included in the form and cannot be removed. If you set one of these required fields as read-only, people viewing the record will not be able to edit that field. If people create a new record, a read-only field will not be displayed, but people will still be able to save the record without this data. However, the next time someone edits the record by using another client, they must provide this value before they can save any changes.

See Also

Create and design forms
Use the form editor
Create and edit quick create forms
Create and edit quick view forms

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