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Community site session details

Session Id : 63cu1mXyDzDfv6ONCjGkCn
Microsoft Dynamics CRM (Archived)
Answered

Customizing feilds in the header area

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Posted on 13 Oct 2017 12:36:37 by

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.

*This post is locked for comments

  • Community Member Profile Picture
    on 14 Oct 2017 at 06:36:43
    RE: Customizing feilds in the header area

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

    Rules work in header area!

  • Community Member Profile Picture
    on 14 Oct 2017 at 06:23:26
    RE: Customizing feilds in the header area

    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.

  • ashlega Profile Picture
    34,477 on 13 Oct 2017 at 15:51:45
    RE: Customizing feilds in the header area

    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
    on 13 Oct 2017 at 15:25:06
    RE: Customizing feilds in the header area

    I am using :

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

  • Verified answer
    ashlega Profile Picture
    34,477 on 13 Oct 2017 at 13:17:29
    RE: Customizing feilds in the header area

    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
    on 13 Oct 2017 at 12:58:11
    RE: Customizing feilds in the header area

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

  • ashlega Profile Picture
    34,477 on 13 Oct 2017 at 12:49:02
    RE: Customizing feilds in the header area

    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)

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