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Microsoft Dynamics CRM (Archived)

Changing Form Title

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Posted on by 680

Hi Experts,

We have an Agreement Entity and have two different forms on it - Agreement and Request forms.
When creating a record using the Request form, "New Agreement" is showing as the form title and we would like to change it to "New Request" instead. We are using Dynamics CRM 2016 and Dynamics 365 environments. I found a post from MehrCRM but this is in unsupported way community.dynamics.com/.../211553.

Is there a supported way to change the form title? Or if there is no supported way, other unsupported way to change the form title? Thanks!

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I have the same question (0)
  • Nithya Gopinath Profile Picture
    17,078 on at

    Hi,

    Whatever is the entity name is displayed in the form title.

    Your entity name is Agreement and hence New Agreement will be the form title. It is the OOB behaviour.

  • LMP Profile Picture
    680 on at

    Hi Nithya,

    Yup it is the OOB behavior and we have a request to change its name to whatever the form is currently open. We have to use an unsupported code to complete this requirement.

    Thanks for the reply.

    Regards,

    LMP

  • Nithya Gopinath Profile Picture
    17,078 on at

    Hi,

    Please go through the following community thread.

    community.dynamics.com/.../211553

  • Suggested answer
    ashok teja Profile Picture
    290 on at

    Hello, 

    You could do using the following link. 

    https://mydynamicsmscrm.wordpress.com/2017/05/09/set-custom-title-to-form/

    If found useful, please mark the answer as verified.

    Thanks

    Ashok J

    XRMWEBKIT | CRMPORT | DynamicsHelpmate 

  • Verified answer
    Nithya Gopinath Profile Picture
    17,078 on at

    Hi,

    Register the following Javascript function on-load of the form.

    function ChangeFormTitle() {
    
        //Get form type
        var formType = Xrm.Page.ui.getFormType();
    
        //Get the form name
        var formName = Xrm.Page.ui.formSelector.getCurrentItem().getLabel();
    
        //Checking the form type is create
        if (formType == 1) {
            //Checking the form name
            if (formName == "Agreement") {
                //Changing the form title
                window.parent.document.getElementById("FormTitle").innerText = "New Agreement";
            }
    
            else if (formName == "Request") {
                window.parent.document.getElementById("FormTitle").innerText = "New Request";
            }
        }
    
    }

    Hope this helps.

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