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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Locked out of fields w...
Microsoft Dynamics CRM (Archived)

Locked out of fields when editing forms (data views)

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Posted on by blundgren 830

I'm having an issue with editing forms (data views) in leads, opportunities, accounts and contacts. There is a red lock next to some of the fields and there doesn't seem to be a way of removing them. This isn't just happening to me, this is also an issue for my IT guy who has top administrative rights. How do we get around the red locks?

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I have the same question (0)
  • Vijay Waghmare Profile Picture
    Vijay Waghmare on at

    Open form in form editor mode, double click on field to edit (field with Lock). Under Display tab, locking section, check if “Lock the field on the form” checkbox if checked? Uncheck it and try to remove the field from form.

    Also if such fields are marked as “Business required” you need to set “Field Requirement” level to “Optional” to remove from form.

    Thanks,

    Vijay Waghmare

  • blundgren Profile Picture
    blundgren 830 on at

    I unchecked "Lock the field on the form" and I changed the level to "Optional." I'm still unable to remove the field. A pop-up window reads "The field you are trying to remove is required by the system or business."

  • Vijay Waghmare Profile Picture
    Vijay Waghmare on at

    If the fields are system or business required then it can not be removed. CRM does background processing on such system and business required fields and hence such cannot be removed or deleted.

  • Verified answer
    Sneha Padwal Profile Picture
    Sneha Padwal 850 on at

    Hello,

    When you change the field properties to Optional for Field Requirement level, it only makes the field an optional field when any record for that entity is created, but that does impact the presence of the field on the form. It only implies that now you can create records for that entity without adding any data to that particular field.

    The "Lock" icon that you see on the form next to field implies that OOB that field is required by CRM and if you still want to avoid using that field for some reason, you can simply hide its visibility but double clicking on the field and uncheck the option "Visible by default"

    Hope this was helpful.

    Thanks,

    Sneha P

  • blundgren Profile Picture
    blundgren 830 on at

    This was helpful, thank you.

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