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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Any way to display a t...
Customer experience | Sales, Customer Insights,...
Answered

Any way to display a text message conditionally on a form?

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Posted on by Jessica Weissman 110

Business rules are great, but limited in what actions they can perform.  I don't see a way to use one to hide or show a text message.

Does anyone have a good workaround?

I could have a field on every single record that holds the message, and hide or show the field by a business rule.  But that seems wasteful.  

Any other ideas?  JavaScript is a no-no here as we have nobody who can write it.

Thanks,

Jessica

  • LVanDerMerwe Profile Picture
    LVanDerMerwe 17 on at

    do you have a senario/example of when you'd like a message visible and when it must be removed?

  • Verified answer
    Inogic Profile Picture
    Inogic 766 on at

    Hi Jessica,

    It would be better if you provide a scenario/example on what you are trying to achieve.

    Based on your provided description, I assume that you wanted to show/hide text message based on certain condition (i.e. based on other field value).

    Currently, there is no action available in Business Rule to show/hide a text message (Until you show/hide the field).

    As a workaround, we can create a new Field let’s say “Message” on the record and can use Set Field Value action of Business Rule to update the “Message” field as shown below:

    Text-Message.png

    Also, there will be no need to show/hide the text message, as we are showing the message based on condition.

    Hope this helps.

    Thanks!

  • Jessica Weissman Profile Picture
    Jessica Weissman 110 on at

    I need to base it on a field value.  If a choice field we'll call Customer Type is set to "Tribal" the message should say "Alison is the POC for all Tribal customers".  Otherwise it should be hidden, or the value set to empty.

    I don't see any way to do that without misusing a text field.

  • Suggested answer
    Jessica Weissman Profile Picture
    Jessica Weissman 110 on at

    You have the scenario exactly right.  

    Thank you for confirming there's no way besides a text field on all records to solve it.

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