Update Custom Fields

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Posted on by Amanson

I have custom fields in account. but I can't see this custom fields when I setting up a process.

When I go to set properties of account. Custom Fields doesn't appear in the form.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

As far as I remember even the field is not placed on the for it should be available in the "Other field" section at the very bottom of the form.

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Hi Amanson,

Through my test, all fields of the account will appear in the ‘Set Properties’ Dialog.

In the Dialog, you can view all tabs of the ‘Account’ form and one ‘Additional’ tab, you can view fields in it if you don’t add fields to the ‘Account’ form(default form show in the dialog).

For example, I have a custom field named ‘custom field’,

1.If it doesn’t add to the ‘Account’ form, you can view it in the ‘Additional’ tab.

Note: If you add the field to other forms, you also need find it under 'Additional' tab.

2.If you want to directly view it in the dialog, you can add it to the ‘Summary’ tab of ‘Account’ form.

Go Settings > Customization > Customize the system > Entities > Account > Forms > Account to add the field to 'Summary' tab.

Save and publish it, then refresh current dialog, the field will appear under 'summary' tab, you can also add it to other tab.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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Amanson 35 on at

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It's very weird or maybe I'm not accessing where I should. I have created a new custom field "campoNuevo" to prove it. I have added it in the Account form and published. It appears in Account and also in the update account form. I have the "Estado de la cuenta" field in the account form but when I go to the update account form it does not appear ... I can see it in the right vertical bar but from there I can't add the field. Neither is further down.

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Fubar 2,761 on at

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If you add a field to a form, it may not be the form that the workflow editor is actually using. The field will usually still be on the form in the editor but lower down towards the bottom in an unordered list of fields that are not on the form the editor is utilising (i.e. scroll down and look/search again).

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Amanson 35 on at

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It's not there

I use search and I can't find it

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Amanson 35 on at

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I tried to delete from the form Filed "Estado de la cuenta"

Show not used fields

Add again in another position

I can see in the account form

But not in the update account form...

This is the field

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Amanson 35 on at

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It works with this

Cambiar el estado del registro a:

Thanks!!!!!

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