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Customer experience | Sales, Customer Insights,...
Suggested Answer

overlap 2 different option on same place in CRM

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Posted on by 117

I have 2 set of payment terms and one yes and no option, one is option set and one is text field that allow user to key in text. 

if the option set is set to yes, the option set will appear and the other set with text will not appear in the view.

As my arrangement is like image below:

4336.pastedimage1665392750561v1.png

if the middle is set to invisble form view, it will left empty space on the middle. is there any settings in customisation can done? if middle is disappear from view, the lower one will go up automatically. 

I have the same question (0)
  • Martin Dráb Profile Picture
    238,745 Most Valuable Professional on at

    Moved from Dynamics 365 Finance Forum.

  • Suggested answer
    RodRodriguez Profile Picture
    on at

    Howdy!

    You could set up a JavaScript on that page that fires on load of the page, and when the optionset field changes.  That JavaScript hides or shows the 2nd field based on the status of the "Yes/No" option set:

    Here is a sample of what I am talking about, by default this sets the field you want to hide as hidden until the option to show it is selected:

    function hideOrShowFieldFromOptionSet(executionContext)
    {
      var formContext = executionContext.getFormContext();
      var fieldObj = formContext.getControl("FieldYouWantToHideOrShow")
      var optionSetFieldValue = formContext.getAttribute('FieldWhereTheValueDeterminesIfTheOtherFieldWillShow');
     
      fieldObj.setVisible(false);

      if (optionSetFieldValue.getValue() == 2)
      {
        fieldObj.setVisible(true);
      }
    }

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