Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

How to remove required fields from form?

Posted on by Microsoft Employee

Hi,

I want to remove some required field from form.
My security roll is system administrator.

It was occurred in following case;

Case 1;
①I imported products data with Excel template. This file contained "Standard Cost" which is required field.
②In the "Create New" screen, I added "cost" field with Form Editor and published。
③I tried to remove "cost" field again from the form, but error occured.

Case 2;
①I Opened the Form Editor from the "Create Rollup Field" screen.
②Checked out the "Only show unused relationships" checkbox and added "Source Record Type" to the form and published.

   (Now, there are 2 same item in the field.)

③I opened the Form Editor again and tried to remove one of the "Source Record Type", but error occurred.

*This post is locked for comments

  • Suggested answer
    Goutham A Profile Picture
    Goutham A on at
    RE: How to remove required fields from form?

    You need to remove for managed properties for that field in order to make it optional. PLease refer the links below

    msdn.microsoft.com/.../gg309297.aspx

    www.microsoft.com/.../edit-or-view-managed-properties.aspx

    www.resultondemand.nl/.../source_cust_edit_managed_properties.htm

    else, you need a managed solution which removes the above set managed property

  • nitinagg16 Profile Picture
    nitinagg16 200 on at
    RE: How to remove required fields from form?

    Hi ,

    Hope the given below url will help you.

    www.microsoft.com/.../edit-or-view-managed-properties.aspx

    Thanks & Regards

    Nitin Aggarwal

    If found useful, please mark the answer as verified.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to remove required fields from form?

    Thank you for your advice.

    But I already tried the operation, and following error popped up.

    66382.capture.JPG

  • Verified answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: How to remove required fields from form?

    Hi,

    As suggested by Alex, you could change the required level of the field from Business Required to Optional. Follow the steps below.

    1. Go to Settings --> Customizations.

    2. Click Customize the System.

    3. Under Components, expand Entities, and then expand the entity you want.

    4. Click Fields.

    5. Select the field you want to remove from the form (which is Business Required)
      885402.2.PNG
    6. Change the Field Requirement from Business Required to Optional.
    7. Click on Save and Close.
    8. Go to the Default Solution and click on Publish All Customizations.
      885402.2.PNG

    Now you will be able to remove that field from the form editor.

    Hope this helps.

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: How to remove required fields from form?

    Hi,

     go to the field properties and make it "optional" (which you can do unless it's "system required"). Save and publish, then back to the form.. you should be able to remove the field.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans