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Customer experience | Sales, Customer Insights,...
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Show/Hide web resource on a form based on one of the field values of a related look-up record

Posted on by 19

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.

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