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Microsoft Dynamics CRM (Archived)

How to make field required for particular teams

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Posted on by

Hi All,

Field called internal/external,

this field can me visible to internal and external Teams and Mandatory for internal and external Teams only.

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I have the same question (0)
  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    For visibility, you can use field level security to achieve.

    More information about field security, you can take a look in here

    For required field, you can use JavaScript to make it mandatory by checking is user is in the team. If yes, make the field mandatory.

  • Community Member Profile Picture
    on at

    Hi All,

    Field called internal external,

    this field can me visible and Mandatory for  internal and external Teams.

  • Alex Fun Wei Jie Profile Picture
    33,628 on at

    please refer to here community.dynamics.com/.../264506

  • Community Member Profile Picture
    on at

    Hi Padmaja, if I understand your question correctly, you would like to make a field as mandatory when a user from a particular team ( internal/external) team opens the entity form.

    You can achieve this by writing a javascript as follows,

    1. create a javascript function that will read logged in users teams and see if it has the team you are looking for ( internal/external)

    2. accordingly make field as mandatory.

    3. call the above function from OnLoad event of the form, so when the form is loaded field will be mandatory based on the logic.

    please mark as answered if you problem is resolved.

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