Where is the Cancel button on a form?

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Posted on by Marc Fairorth

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CRM 2013, working in the Case form. I am halfway through and decide I don't want to proceed. Where is the Cancel button?? I know I can use the back on the browser, or I can reselect the Service/Cases menu option to return to the Case list, but is there really no explicit save/cancel buttons on these forms?

Marc

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Joe Gill on at

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Hi Marc,

there is no cancel button in 2103.

Auto save kicks in every 30 second or you can click the disk icon at the bottom

of the form to manually save the record.

Auto save can be configured off for all forms in system settings.

hth

Joe

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Rajesh Ravindran on at

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Hello Marc,

Cancel button is no more available with CRM 2013. But we still have the Save button to explicitly save a record (there's no need of a Save button if Auto save is enabled). You can see the Save button on a new record at the top-left corner of a form and on existing record, its located at the bottom right corner.

Regards,

Rajesh.

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joenewstrom 6 on at

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Also, if you want to implement an "Undo" Feature, you can look at CRM MVP Jason Lattimore's recent post:

jlattimer.blogspot.com/.../crm-2013-audit-undo-rollback-accidental.html

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Joe Gill on at

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Hi Marc,

Here is some info on Auto Save I wrote which may help

joegilldotcom.blogspot.ie/.../dynamics-2013-autosave-always-on.html

Joe

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