Microsoft CRM does not save the default value for a custom Boolean field (899808)


The information in this article applies to:

  • Microsoft CRM 1.2

SYMPTOMS

You add a custom Boolean field in Microsoft Business Solutions CRM. After you enter a default value, the program does not save that default value.

CAUSE

This problem occurs because you published the custom Boolean field before you saved the default value.

WORKAROUND

To work around this issue, you must use the following order to publish customizations and to add the values for the custom Boolean field.

Step 1: Add the custom Boolean field in Deployment Manager

  1. On the server that is running Microsoft CRM, click Start, point to Programs, point to Microsoft CRM, and then click Deployment Manager.
  2. Expand Schema Manager, right-click Account, point to New, and then click Schema Field.
  3. Type entries in all the required fields, and then click OK.

Step 2: Add the Boolean field to the account form, and then add the default value to the Boolean field

  1. Open Microsoft CRM, click Home, click System Customizations, click Account, and then click Customize Form.
  2. Click Add Fields, click the Boolean field that you created, and then click OK.
  3. Double-click the Boolean field to open the Boolean Field Properties dialog box, and then click the Values tab.
  4. In the Boolean values list, click False, and then click Edit.
  5. Type No, and then click OK.
  6. In the Boolean values list, click True, and then click Edit.
  7. Type Yes, and then click OK.
  8. Click Yes, and then click Move Up so that Yes is at the top of the Boolean values list.
  9. In the Default Value list, click No, and then click OK.
  10. Click Save and Close.

Step 3: Publish the customization

  1. Click Start, point to All Programs, point to Microsoft CRM, and then click Deployment Manager.
  2. Right-click Deployment Manager, point to All Tasks, and then click Publish Customizations.
  3. Click Account, and then click Next.
  4. Click Add, double-click the Microsoft CRM server where you want to publish the customizations, and then click Finish.

Step 4: Restart Internet Information Services (IIS)

  • On the Microsoft CRM server, click Start, click Run, type iisreset, and then click OK.

STATUS

Microsoft has confirmed that this is a problem in the Microsoft products that are listed in the "Applies to" section.

MORE INFORMATION

Steps to reproduce the problem

Step 1: Add the custom Boolean field in Deployment Manager

  1. On the server that is running Microsoft CRM, click Start, point to Programs, point to Microsoft CRM, and then click Deployment Manager.
  2. Expand Schema Manager, right-click Account, point to New, and then click Schema Field.
  3. Type entries in all the required fields, and then click OK.

Step 2: Publish the customization

  1. In Deployment Manager, right-click Deployment Manager, point to All Tasks, and then click Publish Customizations.
  2. Click Account, and then click Next.
  3. Click Add, double-click the Microsoft CRM server where you want to publish the customizations, and then click Finish.

Step 3: Add the Boolean field to the account form, and then add the default value to the Boolean field

  1. Open Microsoft CRM, click Home, click System Customizations, click Account, and then click Customize Form.
  2. Click Add Fields, click the Boolean field that you created, and then click OK.
  3. Double-click the Boolean field to open the Boolean Field Properties dialog box, and then click the Values tab.
  4. Click False in the Boolean values list, and then click Edit.
  5. Type No, and then click OK.
  6. In the Boolean values list, click True, and then click Edit.
  7. Type Yes, and then click OK.
  8. Click Yes, and then click Move Up so that Yes is at the top of the Boolean values list.
  9. In the Default Value list, click No, and then click OK.
  10. Click Save and Close.

Step 4: Restart IIS

  • On the Microsoft CRM server, click Start, click Run, type iisreset, and then click OK.
The default value is not correctly saved. In this example, the default value for the custom Boolean field is set back to Yes.
Modification Type:MinorLast Reviewed:8/11/2005
Keywords:kbMBScustomization kbMBSMigrate kbBug KB899808 kbAudEndUser
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