How to find out which form is used and where? Any tool provided by XrmToolbox?

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Posted on by Joel D

365

Hi,

Sometimes I find it tricky to find out which form is being used in a specific context.

For example, in the Customer Service Hub, here is the Tier 1 Dashboard that includes a Card form for the entity Case:

I know that is a card form for the entity Case because when I click on the card form to enter the record, I see that the card form is associated with a Case:

Now, if I look at the App designer for the current App, I can't find any information which tells me which card form is being used in that Tier 1 Dashboard :

Where should I look for that information instead?

In addition to this, is there any tool provided by XrmToolBox to explore forms to find out which of them are used and where?

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Hi Joel,

The card form that is used to System dashboard is the one set with the highest form order, and Tier 1 Dashboard is one of the system dashboards in customer service app.

For example, i have two card form in case entity, The difference is that Case Card form displays the description field and New Case Card form displays the case number field:

Then the Tier 1 Dashboard show different case card form with different form order.

1.Case Card as highest form order:

2.New Case Card as highest form order:

Regards,

Leah Ju

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