How can I hide a field in a Quick Create Form based on the number of records in a subgrid?

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Posted on by Joseph Nasr

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Hello,

I have 2 Forms (of 2 entities: Backlog & Pipeline). Each of them has a subgrid for a third Entity called Cashflow.

In the cashflow's quick create form, that is being launched from each subgrid, I am trying to hide a field called 'Year' if the subgrid contains 1 or more records already, else if it is the first cashflow being created, the user should be able to see the field called year.

How can I accomplish that with JS?

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Joseph Nasr 146 on at

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RE: How can I hide a field in a Quick Create Form based on the number of records in a subgrid?

Hello Leah I was trying to achieve something else, that is instead of hiding the year when the Quick Create Form Loads, if it is not the first record being created, it sets the default selected value of the Year field to the next year.

This means if for a backlog I have 3 cashflow records: 1 for 2020, 1 for 2021, and 1 for 2022, when I click 'Create New Cashflow' from the subgrid, it sets the Year field in the Quick Create Form to 2023 by default.

function autoSelectNextYear(executionContext) { //Initiated Form Context. var formContext = executionContext.getFormContext(); //get backlog Lookup value & pipeline Lookup value var backlog = formContext.getAttribute("cra1c_backlog_cashflow").getValue(); var pipeline = formContext.getAttribute("cra1c_pipeline_cashflow").getValue(); //Get Year Choice Options var optionSetValues = formContext.getAttribute("cra1c_yearchoice").getOptions(); if (backlog != null && pipeline == null) { var backlogId = backlog[0].id; //Get all cashflows related to this backlog, and sort them by Year in descending order Xrm.WebApi.retrieveMultipleRecords("cra1c_mn_cashflow", "?$filter=_cra1c_backlog_cashflow_value eq " backlogId "&$orderby=cra1c_yearchoice desc").then( function success(results) { var count = results.entities.length; //If it's not the first record being entered if (count != 0) { //print count console.log(count); //Get the Next Year (1 after the latest Year entered) as a label var nextYearAsInt = parseInt(results.entities[0]['cra1c_yearchoice@OData.Community.Display.V1.FormattedValue']) 1; var nextYearAsString = nextYearAsInt.toString(); //Get the value of the fetched Next Year's Choice, and set it on the Year field for (i = 0; i < optionSetValues.length; i ) { if (optionSetValues[i].text == nextYearAsString) { formContext.getAttribute("cra1c_yearchoice").setValue(optionSetValues[i].value); } } } else { formContext.getAttribute("cra1c_yearchoice").setValue(null); } }, function (error) { console.log(error.message); } ) } }

I am using the code above but after saving and quitting the quick create form, the years are getting automatically incremented again and set to wrong values. It's obviously a logical error but any ideas on why it could be happening?
Joseph Nasr 146 on at

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RE: How can I hide a field in a Quick Create Form based on the number of records in a subgrid?

It was my bad in the code I had to use '_cra1c_backlog_cashflow_value' before the eq instead of 'cra1c_backlog_cashflow'. Now it works. Thanks Leah!
Joseph Nasr 146 on at

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RE: How can I hide a field in a Quick Create Form based on the number of records in a subgrid?

Hey Leah thank you for your reply! I am getting an error "A binary operator with incompatible types was detected. Found operand types 'Microsoft.Dynamics.CRM.new_backlog' and 'Edm.String' for operator kind 'Equal'."

I guess it is related to the 'eq' in the filter as maybe it should only be used with numbers?
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Leah Ju Microsoft Employee on at

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RE: How can I hide a field in a Quick Create Form based on the number of records in a subgrid?

Hi Joseph,

You can't pass sub-grid records number to the quick create form, but you can retrieve related Cashflow number based on Backlog lookup value on the quick create form.

When you create new cashflow from backlog, you will see that the backlog lookup field has been populated automatically in quick create form:

Then you can try to use the following example code:

function hideYearChoiceInput(executionContext) { //Initiated Form Context. var formContext = executionContext.getFormContext(); //get backlog Lookup value var backlog = formContext.getAttribute("crb1f_backlog").getValue(); if (backlog != null) { var backlogId = backlog[0].id; Xrm.WebApi.retrieveMultipleRecords("crb1f_cashflow", "?$filter=_crb1f_backlog_value eq " backlogId).then( function success(results) { console.log(results); var count = results.entities.length; for (var i = 0; i < results.entities.length; i ) { var result = results.entities[i]; // Columns var crb1f_cashflowid = result["crb1f_cashflowid"]; // Guid } //hide field if (count == 0) { formContext.getControl("crb1f_yearchoice").setVisible(true); } else { formContext.getControl("crb1f_yearchoice").setVisible(false); } }, function (error) { console.log(error.message); } ); } }

Test:

1)Not First cashflow

2)First cashflow