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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Record name not showing up in header

Posted on by Microsoft Employee

Team,

I created a new form in a Custom Entity. When I open on an existing record, using this new form, the record does not populate in the header. However; that same record and all other existing records will display in the header when I open them in any of the currently existing form.

This is preventing the user from being able to see the relationship icons for Common, Service, Sales, and Marketing. 

What setting am I missing to check that’s causing the selected record not to display in the header?

In your debt, 

Jose V.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Record name not showing up in header

    Thank you Oana!!! I knew it was something simple we may have overlooked!!!!!

  • Verified answer
    Oana Cozma Profile Picture
    Oana Cozma on at
    RE: Record name not showing up in header

    Hello Jose,

    Could you please make sure that the Page Navigation property for that particular form is set to Show Navigation Items.

    pastedimage1607693409967v1.png

    Please also refer to this documentation for a more detailed view: Form properties | Microsoft Docs 

    Page Navigation You can choose not to show navigation items.

    In forms for updated entities this means the primary name value for the record currently being viewed will not appear in the navigation bar to allow navigation to associated views.

    In forms using the classic presentation, the navigation options to choose associated views on the left side of the form will not be shown.

    Let us know if this solved the problem.

    Regards,

    Oana

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