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Microsoft Dynamics CRM (Archived)

How to remove System Required field from Quick View form??

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I placed it on the form - now I want to remove it!!!  This is idiotic!  Microsoft - have you thought about fixing this system?  Or just some of the many bugs in it?

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  • Fubar Profile Picture
    Fubar 2,752 on at
    RE: How to remove System Required field from Quick View form??
    [quote user="KaiHartmann1981"]

    As I can create a new quick view perfectly fine without any required fields, this is in my oppinion an unnecessary restriction, which is unfortunately only one of many shortcomings that Dynamics CRM already has.

    [/quote]

    As already indicated by others it is a shortcoming that has been in place for years (so it is unlikely to fixed anytime soon).  Most of us are used some of these short comings and would just do a new form (particularly if its a quick create), or set the field to not visible and also set a business rule (or JavaScript) to set it optional.

  • KaiHartmann1981 Profile Picture
    KaiHartmann1981 189 on at
    RE: How to remove System Required field from Quick View form??

    As I can create a new quick view perfectly fine without any required fields, this is in my oppinion an unnecessary restriction, which is unfortunately only one of many shortcomings that Dynamics CRM already has.

  • SavvyLuke Profile Picture
    SavvyLuke 655 on at
    RE: How to remove System Required field from Quick View form??

    Hi Rick,

    I guess you can call it a bug today but it's how they designed it from the start so developers these days would call it more of a "feature" :-)

    There have been requests on the ideas forum to add the feature for required field removal, but it's been 4 years and I don't think it's on their radar of TODO things.

    Anyhow, you don't need visual studio to do this quickly.  You can open the XML file in notepad instead.  The SDK has lots of cool stuff in case you go back to programming.  Have a good one!

  • Rick Nelson Profile Picture
    Rick Nelson on at
    RE: How to remove System Required field from Quick View form??

    Hi SavvyLuke -

    Thanks for the detailed reply; that seems like a reasonable approach but not worth the effort for me right now. I used Rajkumar's suggestion to hide the field.  I actually have VS 2015 installed but haven't used it in a couple of years, very rusty, and don't want to get in that deep right now.  But it's good to know about your approach for the future.  BTW, I'm clear that the problem here is a bug - anything a user places on a form should be removable.  But I'm curious if you see that differently - maybe I'm overlooking something?

  • Suggested answer
    SavvyLuke Profile Picture
    SavvyLuke 655 on at
    RE: How to remove System Required field from Quick View form??

    Hi Rick,

    The reason why they are not allowing you to remove system required field is simply by design.  Yes, in a way it's a bug, but it really isn't, and we can have a long chat about this.  But anyways, if hiding doesn't work for you there is a workaround where you can remove these fields from your form but you will need to download the SDK version that matches your CRM and have the ability to edit some XML text.

    Inside the SDK, there is an application called SolutionPackager.  It is a tool that will extract the solution components so you can go and edit the XML contents and re-import it back to CRM.  This is how i do it to modify my forms and remove the unnecessary required fields.

    But first, in dynamics, create a solution or use the one you already have and add your entity and the form you want to remove the fields for.  Export the solution as unmanaged somewhere on your hard drive.  Don't extract it, because there is no point.

    Open up your DOS command prompt and navigate to the directory where your SDK and SolutionPackager.exe is and execute the command to extract the contents somewhere:  solutionpackager.exe /a:extract /z:<your unmanaged solution.zip> /f:c:\unmgsol

    In this case, it will extract the contents of your solution to c:\unmgsol.  Open up that directory, and you will see that one of the folders is Entities.  Within that, it will contain FormXML folder, and within that it will contain all the folder for each form type.  Open the folder you want to edit the form for and open the XML file.  Edit the XML and remove the <row> entries for the fields you don't want to display and save your XML.

    Once you're done, you can repackage the solution like this: solutionpackager.exe /a:pack /z:c:<your NEW unmanaged zip file> /f:c:\unmgsol 

    It might give you warnings, but it's fine.  If it gives you errors then there is something wrong with the XML.  Once you have your new solution, import  it into your organization and Publish All Customizations.

    And that's the workaround on how to remove these required fields without actually doing it through CRM. 

  • Rick Nelson Profile Picture
    Rick Nelson on at
    RE: How to remove System Required field from Quick View form??

    sandeep chandra - thanks, but that leaves the field in place and takes up space.  I want to remove it or at least hide it.

  • Rick Nelson Profile Picture
    Rick Nelson on at
    RE: How to remove System Required field from Quick View form??

    Prateek - thanks, but there is no 'Visible by default' checkbox in the field properties.  This is the Product Structure field.

  • Rick Nelson Profile Picture
    Rick Nelson on at
    RE: How to remove System Required field from Quick View form??

    Somesh Siripuram - thanks, but I don't know how to make a System Required field not required.

  • Rick Nelson Profile Picture
    Rick Nelson on at
    RE: How to remove System Required field from Quick View form??

    Sorry I forgot this forum doesn't work correctly - that reply was to Rajkumar Rajaraman

  • Rick Nelson Profile Picture
    Rick Nelson on at
    RE: How to remove System Required field from Quick View form??

    Thanks.  I can't create a new tab, maybe because it's a Quick View form, but created a new Section and then made that invisible.  So this helps, but it's just a work-around, and I'd really like to just remove the field from the form completely.

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