Change list visualization of a table based on a parameter

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Posted on by DiePic

448

Hi all,

inside opportunity I've related a table where users attach their documents.
Every document must be catalogued with its 'Document Category'.
I need to have in the list all 'Categories' minus 1 (LastDoc) ... this hide category must appear with all others only if the opportunity as statecodename = lost.

How can I obtain this?

thanks in advance for any idea or suggestion

Categories:

Leads or Opportunities

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DiePic 448 on at

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Change list visualization of a table based on a parameter

If somebody have the same problem, I find my solution here:

https://powerusers.microsoft.com/t5/Microsoft-Dataverse/change-visualization-in-a-form-table-in-dataverse/m-p/2526841/thread-id/36306#M36308
Leah Ju Microsoft Employee on at

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Change list visualization of a table based on a parameter

Hi Partner,

My new understanding, and new problems:

1.One personal table, related to opportunity.

What is the relationship between them? 1:N, N;1 or N:N.

2.'Category Documents' column

Is this column in this personal table?

What type of field is it? Choice? and it has four fixed values: category1, category2, category3, LastDoc?

3. I select the drop down list of my personal table for documents attachments, I want to retrieve in category documents list

On the opportunity:

Do you want to create a new personal table record? Or do you want to select a personal table record that already exists?

Can you provide a screenshot?
DiePic 448 on at

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Change list visualization of a table based on a parameter

Hi Leah Ju thanks for your reply.... my english is not so good ... I try to explain better.

Related to opportunity table, I've a personal table with list of documents.
Every document in my personal table must be associated to a value in personalized column 'Category Documents'; in this list of category document you will find these categories: category1, category2, category3, LastDoc.

When the opportunity is open (statecode = 0 / statecodename = open) and I select the drop down list of my personal table for documents attachments, I want to retrieve in category documents list:
category1

category2

category3

when my opportunity will be set to lost (statecode = 2 / statecodename = lost) I want to retrieve in list:

category1

category2

category3

LastDoc

this will be a plus document that explain why we have lost this opportunity, so somebody can do some check or valutation.
Leah Ju Microsoft Employee on at

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Change list visualization of a table based on a parameter

Hi Partner，

When related form records are displayed in a form of a table, these records are displayed in the sub-grid.

Your requirement description is a bit vague, not sure if you want to hide all records in the sub-grid or just certain columns?

1)If you want to hide all records in the sub-grid based on opportunity status:

--The sub-grid is from the related table view.

--Add opportunity status column into the view.

--Then filter this sub-grid with this column.

2)If only certain columns are hidden:

Which ones? 'Document Category', ‘LastDoc’?

And what data do they store? Can you explain further? Screenshots would be appreciated.

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

Change list visualization of a table based on a parameter

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