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Dynamics 365 Community / Forums / Customer Service forum / How to add the TABS CO...
Customer Service forum

How to add the TABS CONTROL column of the Summary Section of the Case Form to the Information form

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Posted on by nickmangioros 470

Hi,

I would like to use the TABS CONTROL column of the Summary Section of the Case form (case Entity).

How can I recreate this on the information form of the Case Entity.

Thanks for any help provided

Dynamics 365 (On- Premise)

Nick

Categories:
Case Management
I have the same question (0)
  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi Nick,

    Are you looking for a control which displays Activities, Notes etc? If yes then you can add the control named Notes.

    AddNotes8.png

    If not, a screenshot of what you need would help.

    Hope this helps.

  • LuHao Profile Picture
    LuHao 40,892 on at

    Hi Nick,

    Go to Form Editor of Case entity, under INSERT > Section, click Two Columns.

    4.JPG

    Enter TabsControl in Name, TABS CONTROL in Label, and 130 in Width. Click OK.

    8203.2.JPG

    Click Timeline in the navigation bar. 

    0268.3.JPG

    Then under Home, click Change Properties. 

    4.JPG

    Under Web Client Properties > Display, enter Conversation Tabs in Label, uncheck Display label on the form. Click OK. Then Save and Publish.

    5.JPG

    Then you can see the effect.

    6.JPG

    Hope this helps.

    Best Regards,

    Lu Hao

  • Verified answer
    nickmangioros Profile Picture
    nickmangioros 470 on at

    Thanks for the info

    Unfortunately, I can not do the on the Case Entity as I already have a Notes field.

    It does not allow to enter a second one. That is, 1 note and 1 activity

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