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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Business Rule: to show...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Business Rule: to show/hide fields

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Posted on by jkim2255 10

Hi,

I'm trying to show/hide fields based on the condition of a field value within the Contact entity.

For example:

Field = options are either 'A' or 'B'

I created a business rule to show fields within a section of the Contact entity to show if Field = A and hide if Field /= A

I ensured to activate the business rule and publish, and i even added the condition to check if there was any data first.

I'm at a loss here, currently the fields i want to show/hide just shows regardless of the Field condition of A or B.

I have the same question (0)
  • Suggested answer
    RajarajanS Profile Picture
    RajarajanS on at

    Hello Partner, 

    Thank you for reaching out. 

    I tried to implement a similar Business rule and it seems to work. My business rule is as follows:

    pastedimage1596140202756v1.png

    Things you could check:

    1. Make sure the Business Rule has the scope of the form it is running on. It is seen in the top right of the Business Rule. I created a Business Rule from the form, so the scope was autoset to the form directly. 

    2. Save> Validate> Activate Business Rule.

    3. Save the form> Publish the form> Publish all customizations( Just to be safe if required)

    4. Come to the UI of the form and do a hard refresh> Check for the execution of the Business Rule

    5. Once you set a value of field to A, save the changes and refresh the form to check if the show/hide has succeeded(Just in case to validate)

    Hope this helps. 

    Mark as suggested if the answer helped you. 

    Warmest Regards, 

    Raj

  • Fubar Profile Picture
    Fubar 2,761 on at

    In addition to RajarajanS response, another possibility is if field A is being set by another business rule then the second business rule will not trigger  (and you will need to do it with JavaScript [in this scenario the first business rule does not trigger a change event on A when A gets changed by the first business rule so the second business rule does not get triggerd])

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at

    Hi,

    can you please share your business rule configuration screenhot to investigate this issue further?

    It seems to be scope issue as suggested in above post. Set Scope to All Forms and publish the chane then check.

    If found helpful, Please mark my answer verified.

  • Suggested answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at

    Hello,

    Please verify the below:

    1. All the fields used in the business rule exist on the form

    2. The business rule scope is set to All Forms

    3. The business rule is activated

    4. No javascript is used against the fields of the business rule because it might lead to some conflicts

  • jkim2255 Profile Picture
    jkim2255 10 on at

    I already did all the above, even cleared my cache for good measure

  • jkim2255 Profile Picture
    jkim2255 10 on at

    I have a feeling this might be the case, as i have two business rules created, both being used in the same entity in different sections.

    I can't find the way to attach screenshots for some reason..

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