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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Change field on quick ...
Microsoft Dynamics CRM (Archived)

Change field on quick create form

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Posted on by GaxX 20

Hi,

Is it possible to change fields into required/not required on a Quick Create-form without using Javascript? If so, how?

Thanks,
Br GaxX

*This post is locked for comments

  • GaxX Profile Picture
    GaxX 20 on at
    RE: Change field on quick create form

    Thank you! This is perfect!

  • Verified answer
    Kokulan Profile Picture
    Kokulan 18,052 on at
    RE: Change field on quick create form

    Hi

    Javascript will always work but if you want no code solution for this, you can still get this working by only dropping the condition field on the Quick Create form.

    Let's assume your Business Rule is Checks a field value to hide and show. If you do not have this field on other forms, and only have it on Quick Create a form, the BR will only trigger for Quick Create form.

    Please note : BR will not trigger if any of the condition fields are not on the form.

  • GaxX Profile Picture
    GaxX 20 on at
    RE: Change field on quick create form

    Thanks all!

    Since I only want to target one specific Quick Create Form I'm guessing I'll have to go with the JavaScript anyway.

    Br GaxX

  • Suggested answer
    gdas Profile Picture
    gdas 50,089 Moderator on at
    RE: Change field on quick create form

    Go with Business rules if you want to do without code . Another options would be workflow on create and update event check the value of the fields , if the fields does not contains data stop workflow  with messages.

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,052 on at
    RE: Change field on quick create form

    Hi

    Please create Business Rule and set the scope of the rule to be All Forms and it will work on Quick Create form as well.

    ScreenClip-_5B00_13_5D00_.png

    "While quick create forms support form scripts and business rules, their purpose is different from main forms and they don’t support all the capabilities of main forms. Quick create forms always have one section with three columns. You can’t add additional sections or columns."

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-edit-quick-create-forms

    You can use the Set Visibility action to hide or show

    ScreenClip-_5B00_11_5D00_.png

    ScreenClip-_5B00_12_5D00_.png

    And you can use the Set Business Required Action to set if its required or not

    ScreenClip-_5B00_13_5D00_.png

  • Suggested answer
    Sreevalli Profile Picture
    Sreevalli 3,256 on at
    RE: Change field on quick create form

    Hi,

    No, we cannot use business-rules to Quick Create forms, so the only option we left with is JS.

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