Code to hide Account's Primary Contact Field

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Posted on by Joseph Nasr

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Hello,

I am trying to hide the Primary Contact Field in the Account Form if the Business Unit of the User viewing this Account form is different from this Account Record's Owning Business Unit.

If the User's Business Unit is the same as the Account record's Owning Business Unit, or if the User's Business Unit is a parent BU of the Account Record's owning BU, the Primary Contact Field should be visible.

Ex: If Account Record named 'X' belongs to a business unit called 'BU 1', any user in Business Unit 'BU 1' should be able to see this account's primary contact. And any user in a parent Business Unit of 'BU 1' should also be able to see the primary contact.

Can someone help regarding accomplishing this using Javascript please?

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RudyZhang Microsoft Employee on at

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Code to hide Account's Primary Contact Field

Hi,

Based on your needs, our team members have come up with a possible solution below that includes the following steps
Step1, get the user's BUs and accountOwningBUs
Step2, first determine whether the BU exists and whether the two BUs are identical. If they are not the same, iterate through the accountOwningBU to check if it contains the userBU.
Step3, get the main contact field of the account and control the display of the field based on the previous result.

Below is the code written by our team according to the above steps, but please note that the code is for testing only, some of the details may be different from your business.
function hidePrimaryContactBasedOnBusinessUnit() { var userBusinessUnit = Xrm.Page.getAttribute("new_userbusinessunit").getValue(); // Assuming the field storing the User's Business Unit is "new_userbusinessunit" var accountOwningBusinessUnit = Xrm.Page.getAttribute("owningbusinessunit").getValue(); // Assuming the field storing the Account's Owning Business Unit is "owningbusinessunit" if (userBusinessUnit && accountOwningBusinessUnit) { // Check if User's Business Unit is different from Account's Owning Business Unit var isUserInDifferentBusinessUnit = (userBusinessUnit[0].id !== accountOwningBusinessUnit[0].id); // Check if User's Business Unit is not a parent of Account's Owning Business Unit var isUserNotParentOfAccountBU = true; for (var i = 0; i < accountOwningBusinessUnit.length; i++) { if (userBusinessUnit[0].id === accountOwningBusinessUnit[i].id) { isUserNotParentOfAccountBU = false; break; } } // Get the Primary Contact field var primaryContactField = Xrm.Page.getControl("primarycontactid"); // Show/hide the Primary Contact field based on the conditions if (isUserInDifferentBusinessUnit && isUserNotParentOfAccountBU) { primaryContactField.setVisible(false); } else { primaryContactField.setVisible(true); } } }

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

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Joseph Nasr 183 on at

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Code to hide Account's Primary Contact Field

Hello Rudy,

Thank you for your reply and assistance. I modified the code replacing a few things like the field logical names and I got the user's business unit by first getting the UserID:

function hidePrimaryContactBasedOnBusinessUnit() { var accountOwningBusinessUnit = Xrm.Page.getAttribute("owningbusinessunit").getValue(); // Assuming the field storing the Account's Owning Business Unit is "owningbusinessunit" // get the userId var userId = Xrm.Utility.getGlobalContext().userSettings.userId; // remove { and } from the userId userId = userId.replace("{", "").replace("}", ""); Xrm.WebApi.retrieveRecord("systemuser", userId, "?$select=_businessunitid_value").then( function success(result) { // User's Business Unit var userbusinessunitid = result["_businessunitid_value"]; // Lookup console.log(userbusinessunitid); if (userbusinessunitid && accountOwningBusinessUnit) { // Check if User's Business Unit is different from Account's Owning Business Unit var isUserInDifferentBusinessUnit = (userbusinessunitid[0].id !== accountOwningBusinessUnit[0].id); // Check if User's Business Unit is not a parent of Account's Owning Business Unit var isUserNotParentOfAccountBU = true; for (var i = 0; i < accountOwningBusinessUnit.length; i++) { if (userbusinessunitid[0].id === accountOwningBusinessUnit[i].id) { isUserNotParentOfAccountBU = false; break; } } // Get the Primary Contact field var primaryContactField = Xrm.Page.getControl("primarycontactid"); // Show/hide the Primary Contact field based on the conditions if (isUserInDifferentBusinessUnit && isUserNotParentOfAccountBU) { primaryContactField.setVisible(false); } else { primaryContactField.setVisible(true); } } }, function (error) { console.log(error.message); } ) }

Nevertheless it is still not working, any ideas why could this be happening?

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