Can we reuse the Form 2.0 Select Field in Mutilple Forms? | Community
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CSSI_Marketing
CSSI_Marketing
Level 2
January 5, 2016
Question

Can we reuse the Form 2.0 Select Field in Mutilple Forms?

  • January 5, 2016
  • 2 replies
  • 1870 views

HI,

I have create a custom field for my IndustrySegment and I wanted to be a Select Drop down. I have created Drop down values in it. I want to Use the Same field in  Different form instead of adding Select Drop down Values Evey time when i use this Same field?

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2 replies

A
alex.stanton
Level 7
January 5, 2016

If you added the values in the form using this method: Define Values in a Radio or Selected Field in a Form, I am afraid not. If it is something you want to normalize, consider using a picklist field in the CRM.

    CSSI_Marketing
    CSSI_MarketingAuthor
    Level 2
    January 5, 2016

    Thanks Alex for your quick response,

    We are using Mscrm 2015 as our crm, Can you please point us to documentation using a picklist field in Mulitple Forms?

    Josh_Hill13
    Josh_Hill13
    Level 10
    January 5, 2016

    What you want to do is record what you did in Form 1 and then copy and paste it from a text file to the next form.

    You can also Clone forms and edit from there.

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