Show/Hide Sections based on drop down value

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I'm relatively new to CRM and need help in setting up my CRM form to Show/Hide a section based on a value from a drop down. Note: Each value from the drop down will have it's own dedicated section, therefore it will be important to show only one particular Section while hiding of the others. (see illustration)

I assume that I will need to use javascrip to do this since a basic Business Rule doesn't allow you to choose a section to control its visibility. Since I'm new at this, can someone please take the time to give me detailed instructions on how to set this up? I appreciate your help with this.

Thanks,

Doug

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Mahadeo Matre 17,021 on at

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Hi..

You need to write JavaScript on DropDown on change and Form Onload.

To show/ hide section use code like

var tab=Xrm.Page.ui.tabs.get(TabName); var section = tab.sections.get(SectionName); section.setVisible(true); // To show section

section.setVisible(false); // To Hide section

To Get Tab name-

Select tab in form customization, and click on Change Properties.

You can change Tab Name from above screen and give some realistic name instead of GUID.

Same way you can get section name, and default CRM will give GUID for section name.. your some realistic name of section also.

Hope this will help..

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Royal King 27,686 on at

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check the below post that will walk you through steps to show/hide section in the system

community.dynamics.com/.../hiding-a-section-and-fields-in-microsoft-dynamics-crm-2013-using-business-rules.aspx

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Community Member on at

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I appreciate your feedback but I don't see in your example where you are triggering the visibility from the value from a drop down field (see my illustration). NOTE: I do NOT have any fields in the section that I'm trying to show/hide. I only have a grid in that section therefore, a simple business rule can't show/hide the grid. That is why I need to show/hide the Section based on a value from a dropdown. I appreciate your help with this.

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Royal King 27,686 on at

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Add the below script in your web resource and call showHide in onload of the form.

Make sure to replace all field names and tab and sectionnames in the script

function showHide()

{

Xrm.Page.getAttribute("optionsetfieldname").addOnChange(function(){

if(Xrm.Page.getAttribute("optionsetfieldname").getValue())

Xrm.Page.ui.tabs.get("tabname").sections.get("sectionname").setVisible(true);

else

Xrm.Page.ui.tabs.get("tabname").sections.get("sectionname").setVisible(false);

});

}

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Community Member on at

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Chitra:

Thank you for your help with this. Can you please help me understand how I determine what my "optionsetfieldname" is? Is this my different drop down option values (Example: Option 1, Option 2 ... )

If so, I'm guessing that I will need a line for each option. Will I need to create a seperate line for each "hide" as well?

Thanks,

Doug

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Royal King 27,686 on at

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say if your dropdown field name is "new_department" and it has values

1- Account - Show section with name "account"

2- Sales - Show section with name "Sales"

3 - Marketing - Show section with name "Marketing"

function showHide()

{

Xrm.Page.getAttribute("optionsetfieldname").addOnChange(function(){

var selectedDeaprtment =Xrm.Page.getAttribute("optionsetfieldname").getValue();

if(selectedDeaprtment == 1)

Xrm.Page.ui.tabs.get("tabname").sections.get("account").setVisible(true);

else if(selectedDeaprtment == 2)

Xrm.Page.ui.tabs.get("tabname").sections.get("sectionname").setVisible(true);

});

}

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Community Member on at

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Try this.

technet.microsoft.com/.../dn531086.aspx

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Chitra - Can I please get clarification? Does your "1" in your code if(selectedDeaprtment == 1) represent the Label or the Value of the choice?

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Royal King 27,686 on at

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value of the choice

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Great! That's what I've got in the code. However, nothing is showing when I use the dropdown. I must be missing something. Here is my code:

function showHide()

{

Xrm.Page.getAttribute("optionsetfieldname").addOnChange(function(){

var selectedwiretie_nationalaccounts_list =Xrm.Page.getAttribute("optionsetfieldname").getValue();

if(selectedwiretie_nationalaccounts_list == 100,000,000)

Xrm.Page.ui.tabs.get("National Accounts").sections.get("Caraustar_Grid").setVisible(true);

else if(selectedwiretie_nationalaccounts_list == 100,000,001)

Xrm.Page.ui.tabs.get("National Accounts").sections.get("CommercialMetals_Grid").setVisible(true);

else if(selectedwiretie_nationalaccounts_list == 100,000,002)

Xrm.Page.ui.tabs.get("National Accounts").sections.get("GeorgiaPacific_Grid").setVisible(true);

else if(selectedwiretie_nationalaccounts_list == 100,000,003)

Xrm.Page.ui.tabs.get("National Accounts").sections.get("ProgressiveWaste_Grid").setVisible(true);

else if(selectedwiretie_nationalaccounts_list == 100,000,004)

Xrm.Page.ui.tabs.get("National Accounts").sections.get("ReCommunity_Grid").setVisible(true);

else if(selectedwiretie_nationalaccounts_list == 100,000,005)

Xrm.Page.ui.tabs.get("National Accounts").sections.get("Republic_Grid").setVisible(true);

else if(selectedwiretie_nationalaccounts_list == 100,000,006)

Xrm.Page.ui.tabs.get("National Accounts").sections.get("RockTenn_Grid").setVisible(true);

else if(selectedwiretie_nationalaccounts_list == 100,000,007)

Xrm.Page.ui.tabs.get("National Accounts").sections.get("ShredIt_Grid").setVisible(true);

else if(selectedwiretie_nationalaccounts_list == 100,000,008)

Xrm.Page.ui.tabs.get("National Accounts").sections.get("Sonoco_Grid").setVisible(true);

else if(selectedwiretie_nationalaccounts_list == 100,000,009)

Xrm.Page.ui.tabs.get("National Accounts").sections.get("WasteManagement_Grid").setVisible(true);

else

Xrm.Page.ui.tabs.get("National Accounts").sections.get("NationalAccountGrids").setVisible(false);

});

}

Am I missing anything here?

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