Sonoma Partners Microsoft CRM and Salesforce Blog

CRM DevTools - Easily Update Hidden or Read-Only Fields for Testing

When testing functionality in CRM, most likely you will need to update some data in order to complete the test.  But what happens if the field doesn’t exist on the record form or is read-only?  One option would be to edit the form temporarily to display the field on the form, update the field value and then remove the field from the form after your test.  A better option, to save the hassle of all that publishing, would be to create an on demand workflow that updates your field directly and then manually run that workflow against your record.  However, CRM DevTools provides an even better option through the Test tab by allowing a System Administrator to update the field value through the record form even if the field doesn’t exist on the form or it is read-only.

First, you need to head over to the Chrome web store and add the CRM DevTools extension to your Chrome browser.  Also make sure you are System Administrator of your environment, otherwise the Test tab will not display.

Next, head to the record you want to update and press F12 which will pop open Chrome’s DevTools pane.  There should be a CRM DevTools tab at the top of the pane.

image

Click CRM DevTools and once it loads, click on the TEST tab.  You can now select up to three fields at a time.  Once you select a field, it will display the existing value in the Value column and then you can change that value.  If the field is a Lookup then you will need to enter the schema name for that Lookup in the Entity Schema Name column.  Then click Update and your field will be set to the new value.

image

Now you can easily update hidden or read-only fields in just a few easy steps without messing with the form or creating unnecessary workflows! 

Topics: Microsoft Dynamics CRM Microsoft Dynamics CRM 2013 Microsoft Dynamics CRM 2015 Microsoft Dynamics CRM 2016 Microsoft Dynamics CRM Online