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Home CRM Software & Tools

How to Rename Columns on Views

admin by admin
August 18, 2022
in CRM Software & Tools


In today’s business scenario, we examine the common need to rename columns fetched from related entities when adding them into views. When we add any column from a related entity in the view, by default the naming convention of that column is ColumnName (Related Entity Name). This might confuse end users.

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However, the existing column of the current entity remains the same as its Display Name.

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In this blogpost, we will see how we can rename related entity columns on views. We can achieve this in a couple of different ways:

Option 1:

We can create a calculated column in the current entity with the new name we need and populate the value from the related entity column into it.

Create new calculated column

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Set the calculated field from lookup entity

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And then use this new calculated field in the view. With that, the new column will have the data from the related entity and the name as we need it.

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But with this approach we will be limited to the data types of the column, as Calculated field is available only for the below data types:

  • Single line of text
  • Option Set
  • Two Options
  • Whole Number
  • Decimal
  • Currency
  • Date and Time

Now, if we have any other column – like choices, file, or any other data type apart from above for which calculated column is supported – this option won’t work.

There’s another simple method with which we can rename the column using jQuery.

Option 2:

Create a JavaScript function in web resource and add that web resource and function name on the select column of the view.

Create new web resource and publish it.

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Add below code to viewscript.js file

function changeColumnText(){
    if (typeof($) === 'undefined') {
        $ = parent.$;
        jQuery = parent.jQuery;
    }
    $(document).ready(function () {
        $("label:contains('columnName')").text('newColumnName');
    });
}
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Then add this web resource to the column in the view.

Note: To select the web resource on column from view, we need to switch to classic mode

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Double click the column to open column properties, add the web resource and provide function name

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Click Ok and then Save the view.

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Once this code is added we’ll see newColumnName appears on the view.

Before : columnName = Price (Price)

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After : newColumnName = Price

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In case if it doesn’t reflect right away, publish all customizations of an entity, and recheck.

Happy Dynamics 365’ing!



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