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Microsoft Dynamics CRM 2011 Scripting Cookbook
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In this recipe, we will focus on executing a few operations triggered by the form load event. We can check the value of a specific field on the form, and based on that we can decide to hide a tab, hide a field, and prepopulate a text field with a predefined value.
Just as with any of the previous recipes, you will need access to an environment, and permissions to make customizations. You should be a system administrator, a system customizer, or a custom role configured to allow you to perform the following operations.
For the purpose of this exercise, we will add to the Contact entity a new tab called "Special Customer", with some additional custom fields. We will also add an option set that we will check to determine if we hide or not the fields, as well as two new fields: one text field and one lookup field. So let's get started!
Open the contact's main form for editing.
Add a new tab by going to Insert | Tab | One Column.
Double-click on...
Change the font size
Change margin width
Change background colour