Jul 16, 2012

Creating a Check-Box in MS CRM 2011

While customizing the Microsoft dynamics CRM for a firm, I came across an issue, on how should I go about making a check box on a form.
 ~The requirement was a field, with a check box.
As I went into customizations, I noticed that while creating a field, the CRM offers no such customization. While creating a new field, you have to select a 'Type', I went ahead and selected 'Two Options', 'Yes' & 'No', with 'No' being the default value. The output was, two radio buttons and not a checkbox. 
The thing I learnt at this point was that there are several options in Dynamics CRM which are available after the field has been created. 
~In short, several options get activated while editing the already created field.
This is how it's done in MS CRM 2011, for a new field:
While customizing through the 'customize tab', within the form...
1) Create a new field, select the type as 'Two Options', by default you will get the values of 'Yes and No', customize them if you want. save and close the field.
2) Drag the field to the form and place it on one of the placeholders, at your own desired location.
3) Double click on the field, and the field properties window should open.
4) In field properties go to the formatting tab.
5) There you will see a 'control formatting' drop down, (by default its value will be 'Two Radio Buttons' )
from that drop down, select the 'check box'.
6) Save and Publish, you should now have a checkbox on your form.

Dynamics CRM is full of such options, which allow seamless customization, but are placed in such a manner that it becomes difficult for a newcomer to locate them.

No comments:

Post a Comment