Form assistant

By | May 18, 2009

In CRM 3.0 there was no easy way to control the Form assistant window. We could get it done by making some changes to the customization file before importing into CRM.

In CRM 4.0, we have now been given the option to decide the Form Assistant settings for each entity. You are most likely to miss it and I have seen many queries on this.
To alter the Form assistant settings, follow the steps below:
1) Go to Settings => Customizations => Customize the entity in our case it is Product
2) Open product entity and go to Forms and views. Select the Form
3) Here, go to Form Properties => Display tab

Now, if both these checkboxes are checked you can see the form assistant open by default.
If, you uncheck the “Expanded by Default” checkbox, then the form assistant will be there but will not be open up by default as shown in the screen below:

Whereas, if you uncheck both the checkboxes i.e. “Expanded by Default” and “Enable form assistant”, then the form assistant will not be visible at all as shown in the screen below:

It is important to publish the entity after any customization change is made to it.

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