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I would love to be able to show multi-contract names and their respective statuses in the header.Here's a mockup of what I'm thinking:As you can see above, I have three contract types (Blue, Red, and Yellow). I would like to have a quick visual (I'm thinking the header is the best place) to see the contract name and the status. Can you tell me how I could achieve this?
Hi emilu,
Basically, if I am not wrong, It is a header. You need a single line of text column with some logic to populate it as per your needs. Put that column in the header.
To manipulate logic you can use one of the below as per your needs
Abdul Wahab Can you be more descriptive with steps on how to achieve that?
Here's an example of what I mean by helpful steps:
If using make.powerapps....
OR
If using powerautomate...
Hi,I would suggest to create one option set field (Choice) in dynamic CRM. which will have 3 values as Blue, Red, Yellow and based on Status you can update this field value using business rule as shown below:
CRM UI:
One more suggestion is you can add PCF control on form for better UI as shown in above screenshot:
Pradeep Rai You're out here doing the Lord's work. Out of all the questions I've asked on the forums in the past months, yours has been the first to actually be helpful!
Thank you so much.
Pradeep Rai Though, How can I show multiple contracts and their respective statuses in the header? This is what the user wants.
Sorry i miss understood requirement.
You have 1:N relationship with contract? which means there can 4,5,6 any number of contracts will be created by users
Pradeep Rai Currently, I only have one type of contract. ....However, we are negotiating a couple of new contract types. So, with these new additional contract types the user wants to have a quick visual on the Contact header - of the contract type (red, blue, yellow) and what their status is (active, inactive, suspended, onboarding...)
Like this mockup I made:
Thank you for details.
How do you stores the contract types and status.
It is in entity as a one row.
or Inside field storing these values.
Pradeep Rai Currently: Since I only have one type of contract, it's just a column with the contract name (the data type is choice) and the choices are the statuses. But I'm assuming with the new contracts depending on the type of solution that will work best - I may have to deprecate that column and re-enter the data for those contracts. Does that make sense?
I wouldn't get too caught up in how I am currently handling it -- I'm looking for a future solution.
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