Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Answered

Show/hide choice/text fields based on selected value in BPF stage

Posted on by 100
Hello,
 
i am working on a Business process flow. one of the stage i have drop down values like (pending, approved, Send Back). now i want to display another drop down field as soon as they select Send Back. In Send Back drop-down i have multiple options too like (Failed, Ineligible and Other). when they select Ineligible then will display another multiple options drop-down. and if they select Other then will display Other Text field. FYI, i am using Business role but not working as i am expecting. any suggestion or idea how to achieve that? Please see the attached screenshot to understand the Business role.
 
Thanks in advanced!
  • Suggested answer
    CU26061657-0 Profile Picture
    CU26061657-0 17 on at
    Show/hide choice/text fields based on selected value in BPF stage
     on 26 Jun 2024 01:21:10 by  77
    Hello,
     
    i am working on a Business process flow. one of the stage i have drop down values like (pending, approved, Send Back). now i want to display another drop down field as soon as they select Send Back. In Send Back drop-down i have multiple options too like (Failed, Ineligible and Other). when they select Ineligible then will display another multiple options drop-down. and if they select Other then will display Other Text field. FYI, i am using Business role but not working as i am expecting. any suggestion or idea how to achieve that? Please see the attached screenshot to understand the Business role.
  • Verified answer
    Rakki Profile Picture
    Rakki 100 on at
    Show/hide choice/text fields based on selected value in BPF stage
    Thanks. you may didnt noticed attached screen shot. i have already used Business role. but problem is i cannot figure out how to show/hide second layer of condition means, i have Take Action field with options like (Pending, approved, Send Back). i was able to figure out to display Send Back reasons options set based on Send Back selection. FYI, Send Back reasons has options like (Log#, Failed, Ineligible, Other). Now problem is when selecting Ineligible not display Ineligible Reasons options set, same with other option too. it should display Other Text field as soon select Other. Also Ineligible reason options set has value for Other and should display only when they select Other. i hope you understood.
     
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Show/hide choice/text fields based on selected value in BPF stage
    HI,
    The easiest way to do this is to use the Business rule.
    It has one action--Set Visibility.
    Or you can try to use js code to achieve it:

    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans