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

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Posted on by Joel D

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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?

Categories:

Dynamics 365 Administration

Customization / Solutions / SDK and API

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Community Member Microsoft Employee on at

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

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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