Tag Archives: Form

Collapse/Expand Form Section in CRM 4.0

Recently during one of the customer’s implementation we found that particular form section have got lots of fields and all of them we important and can’t be moved to different tab.

So we had to research on alternative to make Form‘s usability and now there were few options

1. Put button or like – on click of which relevant form section’s will be shown or hidden

2. Put the Navigation Image on relevant section and user can collapse /Expand form as per their wish (similar to already present on left hand navigation pane)

Now thanks to Marco Amoedo who have already implemented second option and also shared the full solution code on this URL.

As per this Post, This feature will be by default available in CRM 5.0 and no need to put any code at all but for CRM 4.0 have to put this really nice java script code on the relevant form.
I did the prototype for the option 1 as well but customer really like the option 2 and we went ahead with this option.
So you know how to make CRM Form Section collapsible.
Hope this helps..