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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Restrict Subject Tree ...
Microsoft Dynamics CRM (Archived)

Restrict Subject Tree when Creating a New Case on Customer Self Service Portal

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Posted on by Jeudy Molina 170

Hello there,

I need your help in order to clarify something regarding the Customer Self Service Portal we have set up in our CRM.

Turns out that we manage two commecial brands for our customers and the services that we offer for each brand are different.

What we need is to be able to filter those services depending on the commercial brand selected by the user  when creating a new case in the portal.

Is it possible to do that? if not, any ideas or suggestions how could we accomplish that?

Thank you.

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  • Jeudy Molina Profile Picture
    Jeudy Molina 170 on at
    RE: Restrict Subject Tree when Creating a New Case on Customer Self Service Portal

    Excellent!!! we will give it a try and will get back to you with the outcome.

    Thank you for your help friend.

  • Suggested answer
    Nicholas Hayduk Profile Picture
    Nicholas Hayduk 2,863 on at
    RE: Restrict Subject Tree when Creating a New Case on Customer Self Service Portal

    If it's one of the fields on the form, the jQuery below should be a good start.

    $(document).ready(function() {

      $("#custom_brand").change(function() {

    $('#subjectid option').each(function() {

    //determine if the current value of brand applies, and if not, hide using one of the techniques described at stackoverflow.com/.../how-can-i-hide-select-options-with-javascript-cross-browser

    });

      });

    });

  • Jeudy Molina Profile Picture
    Jeudy Molina 170 on at
    RE: Restrict Subject Tree when Creating a New Case on Customer Self Service Portal

    Hi Nicholas,

    Thank you for your reply.

    Yes, it is an option that the users must select before submiting the case.

  • Suggested answer
    Nicholas Hayduk Profile Picture
    Nicholas Hayduk 2,863 on at
    RE: Restrict Subject Tree when Creating a New Case on Customer Self Service Portal

    Hi Jeudy,

    Your best bet would probably be some custom JavaScript as part of the Entity Form that removes the undesirable options from the subject dropdown.

    How do you determine what brand you want to display?  Is it a field on the case that they are selection, or is it part of their profile?  Either way, using jQuery, and perhaps some Liquid, should do the trick.

    Nick

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