In the left panel, expand Components > Entities to see a list of all entities.įind and expand the template entity you want to work with (such as Segment template ) then select the Fields item under here.įind and open the field that your selected entity is using to define its label options. To establish label values and colors for a local option set: In a default installation, the segment template entity is configured to use a local option set to establish its template-label options (email, page, and form templates all share the same global option set by default). Set label values and colors for a local option set Select Publish on the command bar to make your new settings available to application users. Select Save on the command bar to save your settings. To configure a label, select it in the Options list and then use the Label and Color fields to establish the visual text and background color for that label.Ĭontinue working until you have established the selection, names, and colors for all the labels you need. Use the buttons in Options section to add or remove option-set values until you have the collection of options that you need. In the left panel, select Components > Option Sets to see a list of all global option sets.įind and open the option set with Name = msdyncrm_default_template_tags. To establish label values and colors for the default global option set: If you need to use unique labels for one of these entities, you must create a new field that is either a local option set or uses another global option set, and then configure the template entity and its related design entity to use that new field for their labels. The field that's preconfigured to hold label values for each of these entities can't be changed to use a local option set or another global option set.