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    April 11

    The Form Assistant

    It's no secret in the CRM team that I'm not a fan of the Form Assistant (it's that thing that appears on the right hand side of some of the CRM form and gives you lookup info for related entities). I should also point out that the Form Assistant is the 'pet feature' of Sayta's (my VP) Technical Assistant - so my dislike for the feature is bound to get me into trouble.
     
    If you want to remove the Form assistant here is the attribute to change in the ImportExport xml file:
     

    <forms>

              <entity name="account" objecttypecode="1">

                <form type="main" id="{b053a39a-041a-4356-acef-ddf00182762b}" enablerelatedinformation="false" relatedInformationCollapsed="true">
     
    The one you are after is 'enablerelatedinformation'. By default this is set to true. Simply change it to false and then import the file back to CRM and run a publish. If you really dislike the form asssitant then a find replace for enablerelatedinformation="true" with enablerelatedinformation="false" might be a good idea.
     
    Remember: run a back up of the database before doing this kind of stuff and like always this is inspirational not instructional.
     
     
    This posting is provided "AS IS" with no warranties, and confers no rights.

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