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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Customizing feilds in ...
Microsoft Dynamics CRM (Archived)
Answered

Customizing feilds in the header area

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Posted on by Community Member

I am trying to customize a field which is to be placed in the header area. Specifically i have added some business rules to which will perform some business logic based on the values of the field, but the logic didn't run.

I tried it through the form editor. I know header area is a special area, so doing this may require some sort of hack.

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I have the same question (0)
  • ashlega Profile Picture
    ashlega 34,477 on at

    Hi,

     I am not sure this would solve the problem, but you might try adding the same fields to the form (just make them hidden.. or add them to a hidden section)

  • Community Member Profile Picture
    Community Member on at

    I saw some posts here on the community and they say that this will not work.

  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at

    Please post the details of your business rule. I just checked in both V9 and 2015, and my business rule worked just fine for a field that was only added to the header

    That was a simple rule, though:

    if (FieldA equals ...) lock FieldA

  • Community Member Profile Picture
    Community Member on at

    I am using :

    if (FieldA equals ...) lock 10 other fields

  • ashlega Profile Picture
    ashlega 34,477 on at

    Are you sure you have all of those fields on the form? (header or not)

    If you don't have them there, the business rule will not work.

  • Community Member Profile Picture
    Community Member on at

    Yes, Alex. Initially i had the field in the body area and everything was working fine, and now i want to move it to header area.

  • Community Member Profile Picture
    Community Member on at

    The rule is working now. Must have been some intermittent problem.

    Rules work in header area!

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