I made a very simple form page:

In Settings -> System Customization -> Cases, I selected
teh "Customize Form" link to make changes to the "out of
the box" forms that ship with CRM. For this first
attempt, I simply moved the "Case Type" and "Priority"
fields from the "Details" tab up to the first "General"
tab. With this change, my users can enter all the
crucial details on the first screen.

When I click Preview -> Create Form ... my changes look
great. But when I make new CRM tickets, my changes
aren't there. I've reset the IIRS, I've deleted cookies
and history on my local web browser (have no idea if that
helps, but was desperate).

How do I make my spectacular form changes visible to the
users?

Just a simple form change by anonymous

anonymous
Tue May 18 13:04:57 CDT 2004

You mentioned restarting IIS but did you Publish the
changes in Deployment Mgr.? On the CRM server ->
Deployment Mgr. - > Right click top level of tree ->
choose All tasks-> Publish Customizations -> Pick form
that you changed-> Next -> Clcik Add -> Pick Server ->
Click Finish. Then restart IIS.
>-----Original Message-----
>I made a very simple form page:
>
>In Settings -> System Customization -> Cases, I selected
>teh "Customize Form" link to make changes to the "out of
>the box" forms that ship with CRM. For this first
>attempt, I simply moved the "Case Type" and "Priority"
>fields from the "Details" tab up to the first "General"
>tab. With this change, my users can enter all the
>crucial details on the first screen.
>
>When I click Preview -> Create Form ... my changes look
>great. But when I make new CRM tickets, my changes
>aren't there. I've reset the IIRS, I've deleted cookies
>and history on my local web browser (have no idea if
that
>helps, but was desperate).
>
>How do I make my spectacular form changes visible to the
>users?
>.
>

Just a simple form change by kb

kb
Tue May 18 13:06:34 CDT 2004

You need to publish your changes from deployment manager.

>-----Original Message-----
>I made a very simple form page:
>
>In Settings -> System Customization -> Cases, I selected
>teh "Customize Form" link to make changes to the "out of
>the box" forms that ship with CRM. For this first
>attempt, I simply moved the "Case Type" and "Priority"
>fields from the "Details" tab up to the first "General"
>tab. With this change, my users can enter all the
>crucial details on the first screen.
>
>When I click Preview -> Create Form ... my changes look
>great. But when I make new CRM tickets, my changes
>aren't there. I've reset the IIRS, I've deleted cookies
>and history on my local web browser (have no idea if that
>helps, but was desperate).
>
>How do I make my spectacular form changes visible to the
>users?
>.
>