From the Display form click the “Show Web Part Properties” button to access the edit functions, or use Page/Edit Page. This will launch the Flex Display Form Web Part (called “CRMDisplayFormFields”).
Note: The Edit icon only shows up for Full Control users and Administrators. If you do not have this icon showing add the Setting: “ShowWebPartSettingsIcon” with a value of “True”.
Form Columns
- Each Display form has a maximum of two tables (columns). (In some situations, it may be desirable to display only one table.)
“Fields (for Table 1)” contains fields will be displayed, separated by commas.
“Fields (for Table 2)” can be found by scrolling further down the Editor.
- Click the blue “…” box to use the Web Part Builder:
- Enter or modify the Columns and Titles to be displayed in the Text Editor separated by commas. The column values can be separated into groups by using the macros
#title=and#pinnedtitle=.
Note: All available Column Fields for the List are available from the “Show/hide columns” hyperlink in the Display Web Part properties as shown below.
Edit Hyperlinks
By default, every column field that is added to a Display Form has a “quick edit” hyperlink which appears when a mouse hovers over the field name. By clicking the specific column field (as opposed to the Edit icon from the main Action Bar) the Edit form opens with the field displayed with a red circle.
There are times, however, that the field value details are for “display purposes only” and should not be editable. If the field is not added to the Edit form the user will be confused when the hyperlink appears but there is no matched item on the Edit form. In these cases it is best to remove the hyperlink by adding the column fields to the Setting shown below.
Setting Name: [ListName]DisplayFormLinkExclusions
Setting Value: [Field Names], separated by commas
Pinned Form Titles
Information that is important but unnecessary for everyday use can be grouped and collapsed with this feature. Simply determine which fields you wish to group into a specific section and have it display in a pinned (collapsed) state by default.
To enable this feature on a Display Form add the word “#pinned” to the beginning of the “Title” within the Display Page Web Part (shown below).
Scrolling Multi-Line Text Fields
Multiple Line of Text columns have a default maximum height set to 250 pixels, and a scrollbar appears when this count is exceeded.
To adjust the maximum column height, use the following Advanced Flex Setting:
Setting Name: DisplayFormMaxTextColumnHeight
Setting Value: Number of Pixels
Hyperlink Color
If hyperlink colors are incompatible with your design add the Setting below to override the default color (shown below). To change the color, change the HEX value.
Setting Name: DisplayFormLinkColour
Setting Value: [#HEX colour value]
In the above example, the HEX color value of #FF0000 renders the links in red:
Font Size, Widths & Color
To modify and personalize font size, column widths and color schemes simply modify the CSS styles shown below.
To make the tables wider, simply modify the Title column and Value column Styles by adjusting the number of pixels (px):
Title Column Width
If a Title field column is too wide it will push the Value field section over. To enable field wrapping add the setting below.
Setting Name: ForceWrapInDisplayTitleColumns
Setting Value: True/False
Show Attachments
To enable the ability to save attachments to any Display page, locate the “Show Attachments” option from the Web Part configurator of the Display Form.
- Next, add the function to enable attaching files to the Action bar for the List item. Go to Advanced Flex Settings and locate the “[ListName]ActionBarItems” Setting for the List you are working with. (See example below) and add the following code value: “
Attach[br]File|attachfile.png|nolist
Reset Application Cache from Advanced Flex Settings. Check your Display form and the “Attach File” icon will appear. (Refer to the “Action Bar” section of this Guide for further information.)
Form Macros
There are a number of Flex “Macros” that can be used to configure display forms for usability and usefulness.
Main Contact: Use this macro to add the Account’s “Main Contact” to any Display Form.
#line9$[HEX Colour Value]#: To add a coloured line between sections rather than a Title or a separator line, use this syntax.
#companylinkedcompanyname#: Use this macro to display the Account name in any Display form.
#companyfulladdress#: Use this macro to display the Account/Company/Individual’s Address in any Flex Display form.
#company[fieldname]#: Use this macro to display an Account field value in a child Display form. For example, if you have a field at the Account level called “Industry” and you would like to display the Value on the Opportunity Display form use “#companyIndustry#”.
The syntax of the field name used must be exact. The first part of the macro is “#company” and the second part of the macro is the field name as it is in the list being referenced, which in this case is “Industry”. Below are some more examples:
#contactfulladdress#: Use this Macro to display the Contact’s Full Address. The address structure is configured in the Advanced Settings.
#copylink#: The Copy Link macro adds a link to a Display Form allowing users to easily direct another user of Flex to a specific page. When the user clicks the link or the clipboard icon, the Display Page URL will be copied to the clipboard and can then be forwarded.
#ConnectedInteractions#: This macro is used on a Task Display form below to show the related Interaction details.
#ParentRecord#: Use this macro to display the Parent item (i.e., Account, Contact) on the Display page of a Child item (Interaction, Opportunity, Task, etc.)