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Customer experience | Sales, Customer Insights,...
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Reuse same field in different forms under Same Entity?

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Hi ,

I have two forms  A and B currently which belong to the same entity . Both the forms are using the same  field ,lets say description . Description is labelled as description in form A, whereas labelled as Short Description in Form B (schema name remains the same)

I used some business rules on short description in form B ,lets say making the description blank on load of Form B.

There are some existing BR on Description on Form A. 

Can these fields act independently on different form under the same entity with their own set of BR? Or,is it recommended to create a new field all together?

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  • Suggested answer
    Amit Katariya007 Profile Picture
    10,409 Super User 2025 Season 2 on at
    RE: Reuse same field in different forms under Same Entity?

    Hello Debleena,

    You can set the scope of a business rule as per the different forms please refer below article which will help you to resolve your issue.

    ledgeviewpartners.com/.../

    Thank you,

    Amit katariya

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at
    RE: Reuse same field in different forms under Same Entity?

    HI,

    It is recommended to create new field because when you set field value, same value will be visible on other field on the other form.

    You have option to select the form on which you would like to run your Business Rule so you can utilize that to see if having same field is sufficient else go with new field.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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