No Form Selection down arrow option in CRM 2013

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Posted on by Community Member Microsoft Employee

I have created multiple forms on account entity. Enabled security roles for all forms.

But I am not able to see the down arrow next to form name on account entity to switch the forms.

down arrow is not visible even from system administrator login.

Environment Details:

CRM 2013
On premise
Service Pack 1 (6.1.0.581)

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Dean Tregenza on at

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RE: No Form Selection down arrow option in CRM 2013

Did you work out what was going on?
ashlega 34,475 on at

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RE: No Form Selection down arrow option in CRM 2013

Hi Ganesh,

could you share a screenshot where we could see the list of forms for that entity? (same question Gopalan is asking, really, but it may help to see a screenshot)

When configurin form security, did you enable those forms for the admin user as well (to your point about the sysadmin user.. I believe sysadmins won't see all forms automatically - you still have to enable those forms through the security)? Could you share a screenshot of the security settings for one of the forms that's not showing up?
Gopalan Bhuvanesh 11,397 on at

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RE: No Form Selection down arrow option in CRM 2013

Hi

How many active Main forms are available?

Try to deactivate the form which is showing up and check if the other active main form is visible.
Community Member Microsoft Employee on at

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RE: No Form Selection down arrow option in CRM 2013

"Account : Basic " is the only form visible. There is no drop down arrow to change the form.
Community Member Microsoft Employee on at

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RE: No Form Selection down arrow option in CRM 2013
Community Member Microsoft Employee on at

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RE: No Form Selection down arrow option in CRM 2013

Yes All forms have been published multiple times.
Nikica 307 on at

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RE: No Form Selection down arrow option in CRM 2013

also published the form and customizations? Sorry for dummy sugestions, but they are sometimes helpful:).
Community Member Microsoft Employee on at

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RE: No Form Selection down arrow option in CRM 2013

Yes I have activated the forms
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Nikica 307 on at

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RE: No Form Selection down arrow option in CRM 2013

Hi,

did you activate the form? custimizations->Entities->YourEntity->Forms->yourForm. Button activate is on top for forms view.
Rajat Awasthi 675 on at

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RE: No Form Selection down arrow option in CRM 2013

Hi Ganesh ,

Please share the screenshot.