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Microsoft Dynamics 365 | Integration, Dataverse...
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Update Form Header

Posted on by 45

Is there a way to change the header/title of a form as shown below?  I know how to add remove fields from the header on the right but it doesn't seem as though this portion can be edited to look at a different field, such as Case ID.  Is it possible to change it?

pastedimage1683839845703v1.png

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,498 Super User 2024 Season 2 on at
    RE: Update Form Header

    Hi lawilliams713,

    In my knowlodge, it's not possible to modify this with configuration.

    I don't know if it's possible or not.

    But, if you edit the display name of the table, that will be modified.

    Hope that's helpful

    Please mark the answer as verified if the answer is helpful for you !

    Best regards,

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Update Form Header

    Hi lawilliams713,

    By default Form Header Title shows "New <Entity Type>" (Like New Lead) when user creates one new record.

    image

    And it shows value of primary field which is the FullName for the lead entity when user edit records(after clicking save button). 

    image

    By default Form Header Title shows "New <Entity Type>" (Like New Lead) when user creates one new record.

    image

    And it shows value of primary field which is the FullName for the lead entity when user edit records(after clicking save button). 

    image

    This diagram represents common components found in updated entity forms.

    pastedimage1683882784489v1.png

    There is no OOB way to change it currently.

    Maybe you can refer to the following thread to use code to change it.

        

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