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Microsoft Dynamics CRM (Archived)

customize out of box case entity

Posted on by 2,397

Hi, I am wondering if I can customize the case entity by hide or show some extra fields through JS based on different case type? I understand that it could be achieved through business rules, but is it able to hide/show a section in the form?

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  • Verified answer
    PS Profile Picture
    PS 23,577 on at
    RE: customize out of box case entity

    You can easily hide a section through a Business Rule but somehow I think for show/hide of tab/sections, javascript is a better option. here's a sample code:

    function ShowHideCase()  {

    var type = Xrm.Page.getAttribute("casetype").getValue();

    if (type == "1") {

    Xrm.Page.ui.tabs.get("tab_8").setVisible(false);

    Xrm.Page.ui.tabs.get("tab_7").setVisible(true);

    }

    else if (Lead == "2") {

    Xrm.Page.ui.tabs.get("tab_7").setVisible(false);

    Xrm.Page.ui.tabs.get("tab_8").setVisible(true);

    }

    }

    Go through the following for achieving it via Business rules:

    dynamicscrmpros.com/hiding-section-fields-microsoft-dynamics-crm-2013-using-business-rules

  • Verified answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: customize out of box case entity

    [View:https://www.microsoft.com/en-us/dynamics/crm-customer-center/create-business-rules-and-recommendations-to-apply-logic-in-a-form.aspx:750:50]

    [View:https://neilparkhurst.com/2016/11/18/dynamics-365-business-rules/:750:50]

  • Suggested answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: customize out of box case entity

    Yes you can do it using JS.

    Consider Business Rule first, if not easy to solve using BR then you can do it with JS.

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