Hi there,
I have a project that has about 100-150 different unique case category combos (Category + Sub Cat 1 + Sub Cat 2 = unique combo)
Most of these will have specific fields that need to display to capture information relevant to the unique combo.
A few of these (less than 20) will have fields + business process flows.
How to manage all of this.....
Thanks in advance!
Hi Partner,
You can hide/show some fields based on case types through creating business rules.
Create business rules in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs
or you can use javascript to hide/show fields:
Hide / Show fields using JavaScript in Dynamics CRM - CRM Crate
Let's remove the business process flow from the scenario.
If have a number of different case types that require different fields to be shown/hid in the body of the case form.
I am looking for a recommended approach there.
Hello Rebel,
No unfortunately not possible.
My general rule is that if the fields need to be hidden/shown based on another value then they are most likely too complex to be in the Business Process Flow.
Sure let me clarify.
Cases can have different types/subjects.
I need to dynamically present different fields and BPFs when the types/subject are selected.
EG:
When case subject 1 is chosen, display a certain set of fields and a BPF.
When case subject 2 is chosen, display another set of fields.
Hi Rebel,
Your request it is general, I am not very clear about the specific requirements for 'manage' you provided.
Can you provide more detailed request?
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