how to expand documents section within form RRS feed

  • Question

  • When I open an entity (Account, Opportunity, etc.) within CRM2011 I can select Documents on the left tree, however, I'm only seeing one or two items in the list.  I can't seem to find a way to expand the height of the documents window when it pops up in the form.  Currently, I have to scroll through them.  Any ideas how to chage the properties?

    Friday, June 27, 2014 5:40 PM

All replies

  • hi,

    so to be clear by Documents do you mean SharePoint site and that you can't see all of your documents ?

    you can change how a field is laid out on a form, select the field then Change Properties menu to access the fields property set -

    the Formatting tab provides access to the Row Layout were you can specify how many rows this field occupies

    Tuesday, July 1, 2014 1:01 PM
  • Hi Arthur,

    I'm not able to find where to customize the pop-up box (inside the Opportunity form) that displays the documents (which come from sharepoint)  I'm in a regular Opportunity form and when I select documents from the tree on the left, up comes my documents, but only can see 3 of them.  I know how to change the rows for other frames, but when I try to customize the Opportunity form I can't get to the frame that pops up with the documents. 

    Tuesday, July 1, 2014 3:26 PM