I am currently showing/hiding a web resource on my Customer (account) form based on whether a checkbox has been checked indicating that the Customer requires COVID-19 vaccination to work on their jobs. This is working fine using Javascript on the Customer form's onload event:
function showCOVID19VaccineRequirementReminder(executionContext) {
var formContext = executionContext.getFormContext();
var COVID19VaccineRequirementYesOrNo = formContext.getAttribute("new_covid19vaccinerequirement").getValue();
if (COVID19VaccineRequirementYesOrNo === true) {
Xrm.Page.ui.setFormNotification("Verify the COVID-19 vaccination status of relevant team members assigned to perform any work for this client.","WARNING");
Xrm.Page.getControl("WebResource_COVID19VaccineRequirementAlertReminder").setVisible(true);
}
else {
Xrm.Page.getControl("WebResource_COVID19VaccineRequirementAlertReminder").setVisible(false);
}
}
Now, I want the same web resource to show/hide on the form for Proposal records based on whether the selected Customer look-up record has that checkbox checked. Is there a way to get the checkbox field value from the related look-up Customer record, either using Javascript or a calculated field on the Proposal record? I tried creating a calculated field, but for some reason the Customer field is not showing in the list of fields available when setting the calculated field's Action.