Create tooltip on form field Create Case

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Posted on by timothyploegmakers

Hello,

I would like to create a tooltip with a short explanation about the options in the Case Type field for the Create Case form. Is this possible? And if so, how should I do this?

Thanks!!

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Alex Fun Wei Jie 33,628 on at

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Hi,

this is not possible, but you can do it via Case Type, description

community.dynamics.com/.../255875

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- Matt Bayes - 890 on at

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Hey Timothy,

Although the previous answer is correct in a sense, you can write some JQuery for the portal to build these tooltips. The downside is that the tooltips will be hardcoded to the types. See below for the code:

$(document).ready(function () { SetTooltip_CaseType(); }); function SetTooltip_CaseType() { var tooltip = ""; $("#casetypecode option").each(function (index, item) { switch (item.value) { case "1": tooltip = "This is a question!"; break; case "2": tooltip = "This is a problem!"; break; case "3": tooltip = "This is a request!"; break; } $(item).attr("title", tooltip); }); };

Essentially the function iterates through all options in the Case Type option set, checks what the value is (which is in CRM) and then sets the tooltip accordingly. This code can be pasted into the Custom Javascript section of the page.

Let me know if you have any questions!

Thanks!

Matt

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timothyploegmakers 65 on at

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Thanks Guys!

@Matt: I did what you suggested but somehow it is not working. Do I need to make some changes to the script?

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- Matt Bayes - 890 on at

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Hi Timothy,

It should work as expected. Surprising that when you hover over the items in the Case Type list that there are no tooltips. I assumed that the field to add the tooltips to was the default Case Type. If this is not the case, then you will need to update the script with the appropriate field name.

Also, I just want to make sure that you did paste the full code block into the Custom Javascript section of the page. I have found that doing this through the front-side editor capabilities as a contact with the Administrators role is the easiest.

If everything seems to be as expected and the code isn't doing anything, I would be happy to take a quick look at your portal and go from there, as long as I have your portal URL. I may require a contact with administrator capabilities temporarily if something needs to be fixed, but can investigate without that first. If this is something you would like you can send me the information at mbayes@bdo.ca.

Thank you.

Matt

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timothyploegmakers 65 on at

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Hi Matt,

I got it to work properly now! Deleted everything and started over, so unfortunately I don't know what went wrong but I'm very happy it works.

Thanks again!

Tim

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