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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Hide or Show Templates
Customer experience | Sales, Customer Insights,...
Suggested answer

Hide or Show Templates

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Posted on by MA-12060948-0
Hi Team,
 
In Dynamics 365 CRM can we hide or show the templates based on the update of the form's field value.
 

We have 5-Word Templates 

Template A,

Template B,

Template C,

Template D,

Template E

We want to show just two templates—Templates A and B—and hide the other templates based on the update of the form's field value.

 
 
I have the same question (0)
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hide or Show Templates
    Hi,
    Do you mean the word template option shown here?

    Unfortunately, we can't show/Hide one specific template based on field value.
    In fact, these uploaded templates are stored as records in the following tables("Document Template”, “Personal Document Template” ):


    The hiding or showing of records relies on permissions control by security roles:

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

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