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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Quick Contact - Edit O...
Microsoft Dynamics CRM (Archived)

Quick Contact - Edit Options

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Posted on by Community Member

Hello All,

Is it possible to reorder, add and/or remove items to the quick contact "category" form in CRM? I previously went into Setting > Customize the system > Option Set > Component Type and changed the values for select items to have the items appear in numeric order; however, these changes were unsuccessful.

CRM-Category.PNG

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  • Priyesh Profile Picture
    Priyesh 7,396 User Group Leader on at

    Hi,

    Yes, since you talked about removing those, you'll need to remove/hide it from the Quick Create form if you don't want it there.

    contactQC.png

    And, can you show me how your OptionSet looks like? Also, what order are you expecting? Can you show a short example?

    Hope this helps!

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi Jones ,

    Make sure you are saving the optionset and do publish the form , normally option set options are ordered as pe you set the ordering.

    You cam also add remove optioms using JS, Take a look below old thread answer-

    [View:https://community.dynamics.com/crm/f/117/t/289497]

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    After changing the sequence, did you publish customization? If yes, try different browser. It could be caching issue as well.

    Normally, if you want to change the order of the options, you need to select the up/down arrow to have your desired sequence and then save folloed by publish. Once done, refresh form and see the changes. Refer below screenshot-

    optionchangeorder.png

    Hope this helps.

  • Community Member Profile Picture
    Community Member on at

    Thanks for the Help Ravi, everything you listed i tried: Saving then Publishing, and reordering the listed items using the up/down buttons. The only thing that seems to change is in the actual form, not items on the Quick Quick form.

  • Suggested answer
    Priyesh Profile Picture
    Priyesh 7,396 User Group Leader on at

    Can you share what your Quick Create Form Editor looks like?

    Also, have you tried on another browser?

    See if that might help

  • Community Member Profile Picture
    Community Member on at

    Thank you Goutam. However, I've tried both removing the items, changing the unique value, re-ordering, saving and publishing with no affects to the Quick Add form. The only thing that seems to changes is in the actual form - which what I do not want.

    58006.Capture.PNG

  • Community Member Profile Picture
    Community Member on at

    Priyesh, I have found and added the new item to the quick create form. Now i have a new issue - when the new item's checkbox is checked and saved from the Quick Create form, the item does not save. I have to navigate to the user's profile and recheck the same item. Any ideas?

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi Jones ,

    Is it multi select optionset ?

    I just checked in my trial instance its working for both normal and multi select optionset.

    2019_2D00_01_2D00_03_5F00_23_2D00_25_2D00_14_5F00_multi.png

    2019_2D00_01_2D00_03_5F00_23_2D00_25_2D00_14_5F00_multi.png

    Can you try once more by going to setting --> Customization --> Customization --> Expand Entity -->Forms --> Quick Create Forms --> Double click on the fields -->Go to Details Tab --> Click on Edit --> In the edit window change the order --> Save the field  --> Comeback to quick create forms and then click on Save and Publish.

    --> Press  CTRL + F5.

    Hope above steps will resolve your issue , if still not resolve please try create new optionset or add remove optioset field options and add in the quick create forms.

  • Community Member Profile Picture
    Community Member on at

    Hello Goutam,

    I have found and added the new item to the Contact Quick Create form. Now I have a new issue - when the new item's checkbox is checked and the Contact Quick Create form is saved, the item does not save. I have to navigate to the user's profile and recheck the same item and save again. Any ideas?

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