Show/Hide section based on Related Entity Associated View

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I am trying to put in a small section containing the bank information for Lawyers on my account form. I would only like this section to be visible if the "Category" of the account contains the "Lawyer" category.

We have a separate entity containing all the different types of possible categories. You add a category to the account or contact record by searching for it and adding it. I would like to show/hide this bank information section depending on whether or not the categories associated view contains the category "Lawyer". I know this isn't possible using the supported business logic, but is there a way to access this using javascript?

Thanks,

Jeff

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Aiden Kaskela 19,696 on at

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Hi Jeff,

Yes, it's possible. It sounds like your relationship is N:N, if it's not it would be similar but a little different

1) Add an OnLoad event of your Account entity

2) Write custom javascript to query CRM using the OData like this msdn.microsoft.com/.../gg309461.aspx

3) Query for the N:N relationship name as the query, with a filter on accountid (for your current account), and the categoryid (for the Lawyer category).

4) If you get any results back, the account matches and set the visibility of the section using the methods here: msdn.microsoft.com/.../gg328067.aspx

Hope this helps! If so I'd appreciate if you would mark this as a helpful answer.

Thanks,

Aiden

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Aileen Gusni 44,524 on at

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Hi Jeff,

Yes, you are right.

Out of the box is not possible..

You can query only using odata in your javascript

Please use the odata query designer for easier way.

missdynamicscrm.blogspot.sg/.../tips-and-trick-odata-crm-2011-2013.html

Or fetch xml also can (using adv find and then download the xml)

bingsoft.wordpress.com/.../dynamics-xrm-tools-for-crm-2015

dynamicsxrmtools.codeplex.com

Hope this helps.

THanks

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Community Member on at

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Hi Jeff

Below is small code for OData Call. You can write your Query and Business Logic in GetCategoryAccount as per your requirement and set visibility of Bank Section.

Alien has shared the QueryDesigner link you get Designer which will ease you for your query creation.

Hope this Helps !! If it helped plz mark my answer as verified. Thanks

function GetCategoryAccount()

{

var _odataQuery = "";

var _Result = ODataCall(oData_query);

// Continue Business Login.

}

function ODataCall(oData_query)

{

var _result = null;

var _serverUrl = Xrm.Page.context.getClientUrl();

var _oDataSelect = _serverUrl + "/XRMServices/2011/OrganizationData.svc/" + oData_query;

var _retrieveReq = new XMLHttpRequest();

_retrieveReq.open("GET", _oDataSelect, false);

_retrieveReq.setRequestHeader("Accept", "application/json");

_retrieveReq.setRequestHeader("Content-Type", "application/json;charset=utf-8");

_retrieveReq.onreadystatechange = function ()

{

if (_retrieveReq.readyState == 4)

{

if (_retrieveReq.status == 200)

{

var _retrieved = JSON.parse(_retrieveReq.responseText).d;

if (_retrieved.results.length > 0)

{

_result = _retrieved.results[0];

}

}

}

};

_retrieveReq.send();

return _result;

}

Regards,

Kamran

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