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Cases - Conditional Fields/BPFs by Case Type

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Posted on by Rebel Leader

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!

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Community Member Microsoft Employee on at

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RE: Cases - Conditional Fields/BPFs by Case Type

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
Rebel Leader 80 on at

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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 2,285 on at

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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 80 on at

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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 Microsoft Employee on at

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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?