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Cases - Conditional Fields/BPFs by Case Type

Posted on by 80

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.....

  • one case form with business rules/javascript to show and hide
  • multiple forms groups logically 
  • individual custom entities with form component control
  • something else....

Thanks in advance!

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Cases - Conditional Fields/BPFs by Case Type

    Hi Partner,

    You can hide/show some fields based on case types through creating business rules.

    pastedimage1631505983443v1.png

    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

  • Rebel Leader Profile Picture
    Rebel Leader 80 on at
    RE: Cases - Conditional Fields/BPFs by Case Type

    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.

  • Ram Prakash Profile Picture
    Ram Prakash 2,285 on at
    RE: Cases - Conditional Fields/BPFs by Case Type

    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.

  • Rebel Leader Profile Picture
    Rebel Leader 80 on at
    RE: Cases - Conditional Fields/BPFs by Case Type

    Hi there,

    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.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Cases - Conditional Fields/BPFs by Case Type

    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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