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

CSSI_Marketing
Level 1

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

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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3 REPLIES 3
Alex_Stanton1
Level 8 - Champion Alumni

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

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
Level 1

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

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
Level 10 - Champion Alumni

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

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.