Javascript example needed - Show Tab when Related Entity contains data

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Posted on by Chrisbra22

Hi,
I have a requirement to show the 'Create PO' tab only when the related entity "Work Order" contains a record - else hide.
Has anyone encountered this example before and have a sample code for me to get started? Many thanks in advance.

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Abdul Wahab 12,119 Moderator on at

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Hi Chrisbra22,

Here are the helpful links:

(+) Dynamically show/hide Tabs on form based on field value without JavaScript - Using standard features and functions in D365? - Dynamics 365 General Forum Community Forum

Solved: How to show/hide Section or Tab in model-driven ap... - Power Platform Community (microsoft.com)

Show/Hide tab using JavaScript in D365 CE – Vblogs

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Chrisbra22 on at

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Thanks! I did see some of that documentation. I have just never wrote code to show/hide tabs based on a related entity having data (as shown in my screenshot above). I'll keep digging, thanks.

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Bipin D365 28,983 Moderator on at

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Hello,

Use Xrm.WebApi.retrieveMultipleRecords to check the record count in related entity

learn.microsoft.com/.../retrievemultiplerecords

Dataverse Rest builder tool can be used to generate code

carldesouza.com/.../

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Chrisbra22 on at

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Thanks! Will check that out.

Another question is if there is a code snippet to show a tab (tab_4) if User Security Role = ("System Administrator"), ("*BF Field Service - Dispatcher"), (*BF Field Service - Zone Manager"), else hide.

I have a snippet that is not working I think because the !UserHasRole is not properly being used, or out of date.

Any thoughts or sample would be appreciated!

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Bipin D365 28,983 Moderator on at

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Hi,

Please check below link for the sample code

crmlogs.wordpress.com/.../

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Chrisbra22 on at

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Thanks, I did see that article but the code was not working for me. In the article above the code is hiding all related navigation items if User Security Role is not System Admin.

Basically I need the code to show the 'Match PO' Tab (tab_4) only to the roles System Admin (System Administrator), Zone Manager (*BF Field Service - Zone Manager), Dispatcher (*BF Field Service - Dispatcher), else it hides.
Any suggestions here? I've tried and am not successful thus far.

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Chrisbra22 on at

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Update. Got this to work:

function ShowHideMasterPOMatchPOTabs(executionContext) {

var formContext = executionContext.getFormContext();

var isRole = false;

Xrm.Utility.getGlobalContext().userSettings.roles.forEach(

role => {

if(

role?.name == "System Administrator" ||

role?.name == "*BF Field Service - Zone Manager" ||

role?.name == "*BF Field Service - Dispatcher"

) {

isRole = true;

}

}

);

formContext.ui.tabs.get("tab_4").setVisible(isRole);

}

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Bipin D365 28,983 Moderator on at

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Hi,

Good to hear that it worked

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