Adding fields into forms does not display custom attributes RRS feed

  • Question

  • Within the customize entities "Leads" , we have created custom attributes that have been added system. We then went ahead and customized the "Form" within forms and views by adding these custom attributes to the details tab by doing a "add Fields" option. Well I assume this is how it was done as the setting was there when I started to work here. Anyway I now want to add the same custom field to a different tab on the form but when I do the "add fields" I dont see the custom attribute as a selection of things I can add. I don't understand how they were able to add the same field on a different tab but I can't do it on the General tab ? 
    Friday, February 25, 2011 2:16 PM


  • You can always create two attributes and maintain synchronization using JavaScript or Plugin or workflow...
    My blog : http://mscrmtools.blogspot.com

    All my tools for Dynamics CRM 4.0 on my dedicated site: MSCRMTools Repository

    Friday, February 25, 2011 2:50 PM
  • You could write workflow that populates from 1 field to another field (on the same entity) and just display the 2 different fields (field_a, field_b) on a separate tab each?


    So for example you could set the workflow up to do something like this:

    When the entity is updated (meaning field_a has been populated at this point)

    Update the record (field_b) with the value from field_a


    I don't think I've done this with just 1 entity, but I know it can be done with different entities, give it a shot and let me know :)! This would allow you to see both values on separate tabs.

    Blog: www.ryanonrails.com
    Friday, February 25, 2011 8:46 PM

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