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Hi,
let's say I created several case form layouts, each layout for each subject. I'm looking for some way to change the form layout automatically depends on certain conditions. In this example subject field equal to subject-1 I will see layout-1 if subject field equal to subject-2 to I will see that layout-2.
Thank :)
A few thoughts for consideration:
When you create the various layouts, try to do it at the section and tab level rather than field and use JS to manage it.
Managing changes at the field level can add a layer of complexity if there are several fields.
If only a couple of fields change then Business Rules should work fine for you.
If there are more than three fields that need to hide / display then managing this level of logic with Business Rules, is going to be challenging.
Although I prefer to minimize the use of JS as well, when it comes to hiding showing fields, sections, tabs.... JS is a better option.
Here are a few links to help you understand options and make a decision that fits your organizaation's needs
docs.microsoft.com/.../create-business-rules-recommendations-apply-logic-form
www.itaintboring.com/.../how-to-lock-and-hide-controlssectionstabs-in-a-more-structured-way
I am a rather new CRM developer, but my organization wants to restrict the amount of scripting we use. To that end we try to accomplish as much as we can with OOB functionality. If you are asking about switching a Form on the same Entity, based on a selection made in Field 1, have you tried using Business Rules? For instance, if Field One = A, Show Fields 2, 3, 6, 9; if Field One = B, Show Fields 1, 2, 3, 5, 7, 8, 9,10. etc. This works in our organization. the only downside is that the layout takes a bit of tweaking because of the "spaces" saved/removed for the various fields.
Hi Alexyou,
Can you share more detail related to your form layouts? if you are looking to change form based on optionset please look into this blog mscrmshop.blogspot.com/.../how-to-display-entity-form-based-on.html
you might get idea how to change entity form using JS.
Hi Alexyou,
Can you share more detail related to your form layouts? if you are looking to change form based on optionset please llok into this mscrmshop.blogspot.com/.../how-to-display-entity-form-based-on.html
blog you might get idea how to change entity form using JS.
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