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I've recently got back from talking about the Unified Client at D365UG in Dublin. It was an awesome week with lots of exciting information about PowerApps and the Common Data Model for Applications. Whilst partaking in the local hospitality (with a pint of Guinness) I was discussing the Dynamics 365 form designer with fellow MVP Leon Tribe and about how there are so many options available but with many of them being legacy and having no effect in the Unified Client. I promised to publish my 'cheat-sheet' of the options and their applicability, so here you are Leon!
Each of the properties are listed as being applicable to the Web UI Only, UCI Only, or for both.
Field Properties - Official Documentation on Field Properties
Display Label on the form
Field is read-only
Turn off automatic resolution in field
UCI doesn't auto-resolve fields when tabbing away
Disable most recently used items for this field
Visible by default
Available on phone
Web UI does not render on mobile
Default Lookup View
Web - Default is only used in the popup dialog
Lookup View Selector Filtering
Lookup view always included in filtered list in UCI
Lookup View Columns
Web UI only shows 3 columns inline
UCI shows 2 columns until expand arrow selected
Display Search box in Lookup dialog
UCI doesn't show lookup dialog
Inline View Search match highlighting
Only show records where...
Tabs - Official Documentation on Tab Properties
Show the label of this tab on the Form
Expand this tab by default
Visible by Default
Tab Column Width
Sections - Official Documentation on Section Properties
Multi-Columned Sections will wrap in UCI with the space available. See below.
Available on Phone
Field Label Alignment
UCI - Labels are always centred
Field Label Position
UCI - Labels will move to above the fields automatically when space is limited
Field Label Width
Show the label of this section on the Form
Show a line at top of the section
V9 Web and UCI Sections have boxes around them
Sub Grid - Official Documentation on Sub Grid Properties
Display Search Box
Display label on the Form
Panel header colour
Show Chart Only
Display Chart Selection
Automatically expand to use available space
Sub-grids will expand in height until they reach the maximum records set and then start to page.
UCI will show a single row with overflow
UCI will show on a single line with overflow
The recently used records list in lookups are interesting since they are only shown in the UCI. They are especially useful for lookups like 'Regarding'.
The UCI has an awesome feature of highlighting your search term in the in-line lookup control. One of the advantages of the UCI is that it works across all devices and so does not show a pop-up dialog like the Web UI does.
In the Web UI, you can only see up to 3 columns in the in-line lookup control – where the UCI shows 2 until you click the expand arrow, where all the view columns are shown.
The UCI allows full control over the columns in a section, however, unlike the Web UI it is responsive and will wrap the fields and sections underneath each other.
Let's look at an example where we have a form design as shown below:
When resizing the UCI to various form factors, the tab will dynamically re-arrange it's self as follows:
Full width - all the columns and sections are shown as they are laid out in the form designer:
Narrower – wrapping section columns underneath each other:
Narrowest – wrapping sections underneath each other:
The Web UI will simply truncate the fields. This difference is one of the most important aspects of the UCI.
The headers and footers in the UCI render very differently to the Web UI, where the fields that do not fit are added to the overflow flyout much the same as the Command Bar.
Header overflow flyout:
The fields that don't fit in the single header row are shown in the popup flyout:
Footer Overflow flyout:
The fields that don't fit into the footer single row are shown as a popup flyout.
Well, that's it. Overall the UCI honours most properties in the form designer where applicable and it does a great job of being responsive enough to show on both mobile and desktop form factors.
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