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I have a requirement that based on Account Option set value have to hide /show section on a another related custom entity, I thought about use a quick view Form and get the attribute value to the related entity Form and write JS, is there any batter OOB way to achieve this,
You can create calculated feild, that refers to the related entity field and then create a business rule based on this calculated field wich show or hide something
I agree with Andrey. If the relationship between the related custom entity and the Account entity is N:1, then the calculation of fields and business rules is the easiest way.
The following are the specific steps.
Background: The Account entity has a field ‘Account op’ which has three options a, b and c. There is a section on the opportunity form with three fields. I want to hide this section of the related opportunity form when the value of the field ‘Account op’ is 'c'.
1. Create a new two options field for the opportunity entity, which is the calculated field. Set its default value to Yes.
2. Set its calculation logic as follows.
If field 'Account op' equals "a,b",
then set field 'Whether to hide' to "Yes".
Else if field 'Account op' equals "c",
then set field 'Whether to hide' to "No".
3. Add this field to the opportunity form. Create a business rule, set its action as follows. Save and activate it.
4. The effect is as follows.
The above method can only take effect on the entity with the N:1 relationship with the Account entity.
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