RE: Disabling the form assistant by tobinz
tobinz
Tue Jun 27 11:48:57 CDT 2006
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Hi Phil,
We are considering adding a way to globally disable the form assistant in
the next version of CRM. Until then you can disable it by updating the
FormXml of the forms that use it. Here are some instructions that are
being considered for the next release of the V3 documentation:
1. In Microsoft CRM, on the Navigation Pane, click Settings, and
then click Customization.
2. In the Customizations area, click Export Customizations.
3. In the Export Customizations list, select the entity you want
to customize.
4. On the More Actions menu, select Export Selected
Customizations, and then click OK.
5. In the File Download dialog box, click Save, select a location
for the Customizations.xml file, for example your desktop, and then click
Save again.
Note: Save a backup of the file, so that you can
revert to the original file, if you have to.
6. Navigate to the Customizations.xml file location and open the
file in a text editor, such as Wordpad.
7. In the Customizations.xml file replace the
relatedInformationCollapsed= "<true or false>"
"false" = collapsed by default
"true" = open by default
Make sure to use the correct case, because this string
is case sensitive.
8. Save the Customizations.xml file on your desktop.
9. In Microsoft CRM, in the Navigation Pane, click Settings, and
then click Customization.
10. In the Customization area, click Import Customizations.
11. In the Import Customizations area, browse to the updated site map
file, and then click Upload.
12. Publish the customizations by going to
Settings/Customization/Customize Entities. Select all entities that you
modified and click publish from the toolbar.
Tobin Zerba
CRM Developer
This posting is provided "AS IS" with no warranties, and confers no rights.
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\viewkind4\uc1\pard\f0\fs20 Hi Phil,
\par
\par We are considering adding a way to globally disable the form assistant in the next version of CRM. Until then you can disable it by updating the FormXml of the forms that use it. Here are some instructions that are being considered for the next release of the V3 documentation:
\par
\par 1. In Microsoft CRM, on the Navigation Pane, click Settings, and then click Customization.
\par 2. In the Customizations area, click Export Customizations.
\par 3. In the Export Customizations list, select the entity you want to customize.
\par 4. On the More Actions menu, select Export Selected Customizations, and then click OK.
\par 5. In the File Download dialog box, click Save, select a location for the Customizations.xml file, for example your desktop, and then click Save again.
\par Note: Save a backup of the file, so that you can revert to the original file, if you have to.
\par 6. Navigate to the Customizations.xml file location and open the file in a text editor, such as Wordpad.
\par 7. In the Customizations.xml file replace the
\par relatedInformationCollapsed= "<true or false>"
\par "false" = collapsed by default
\par "true" = open by default
\par Make sure to use the correct case, because this string is case sensitive.
\par 8. Save the Customizations.xml file on your desktop.
\par 9. In Microsoft CRM, in the Navigation Pane, click Settings, and then click Customization.
\par 10. In the Customization area, click Import Customizations.
\par 11. In the Import Customizations area, browse to the updated site map file, and then click Upload.
\par 12. Publish the customizations by going to Settings/Customization/Customize Entities. Select all entities that you modified and click publish from the toolbar.
\par
\par
\par Tobin Zerba
\par CRM Developer
\par This posting is provided "AS IS" with no warranties, and confers no rights.
\par
\par }
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