Change display name in a view

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Posted on by Community Member

Hi,

I am trying to change the "account" name of the column to "reseller" in the view "Won Opportunities".

I have tried changing the label in the "opportunity" form but that only changes it when I am creating a new opportunity.

I tried changing the value with JavaScript (Xrm.Page.ui.controls.get(parentaccountid).setLabel("Reseller");) but I only know how to run it when it's loading the new opportunity form.

I think that essentially it's this "display name" that has to be changed but CRM won't allow me to do it.

Any further ideas on how to achieve this goal please?

Kind regards

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a33ik 84,331 Most Valuable Professional on at

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Hello,

You should open CRM -> Settings-> Customizations ->Customize System -> opportunity entity -> fields, find parentaccountid field there and change label for it.

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Community Member on at

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Hello Andrii,

I have found it but it gives me the same issues as when I go to it in the form.

I am unable to edit the values. I have a system administrator role though.

To show you: http://prntscr.com/cvam0f

And this is in the form, here I was able to change the label. http://prntscr.com/cvam6f But as said in my initial post: it only edits the name when you're creating a new opportunity. As shown here: http://prntscr.com/cvamu8

Kind regards

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Rutul Chauhan 2 on at

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Hi,

The Account Display name is linked to the Account Name and you cannot un-link them. Perhaps the best approach would be to create a custom field to hold your account name - and then use the standard Account Name for your display name. You can use a Business Rule to link them together until changed.

Hope this answers your question.

Regards,

Rutul

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Community Member on at

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Hey Rutul,

Thank you for your reply. But I'm not sure if I understand correctly, I understood it like this: make a new custom field (lookup) and name it to "Reseller". Then make a business rule that fills "Reseller" with the data from display name: "Account".

If that was it: I am struggeling with the rule. Right now I have it set up like this: http://prntscr.com/cvbkyh (I also tried setting Account to Reseller)

with result: http://prntscr.com/cvbnbq

But it doesn't duplicate the data. Maybe a rule can by used this way but I'm doing it wrong?

Kind regards

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Rutul Chauhan 2 on at

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First of all, I understood that you will select reseller (custom lookup field) and value of reseller will copied to account field.

So in your condition, you have set, "If reseller does not contain data then set Reseller to account

Set condition:

If reseller contains data, then set field value of Account = Reseller

Else if: If reseller not equal to Account then set account = reseller

I hope this should work. Else real time workflow can resolve your purpose.

Regards,

Rutul

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Alex Fun Wei Jie 33,628 on at

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you need to go in edit mode , by clicking a button located below the picture you shared.

the below picture i shared is old version one, your version might different from me

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Community Member on at

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Hi Wei,

I am in edit mode, it's locked. I click edit here: http://prntscr.com/cvpa62

And as you can see I am in the same window as you but can't change it. http://prntscr.com/cvpaiw

But I noticed "display name can be modified" is set to false in managed properties. But again, I am not allowed to change that either. http://prntscr.com/cvpaxq I am a system administrator though. The only thing I can think of is that it's because it's a system made field, not made by me. Could that be it? What's your take on this?

Kind regards

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Alex Fun Wei Jie 33,628 on at

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ok, i just noticed you are using system field. unfortunately you cant edit this field.

The best solution with less effort, you can refer to Rutul Chauhan suggestion.

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