Microsoft Dynamics CRM (Archived)

Hide Section or Tab

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Posted on by Rasi

222

Hi Guys,

Is there such a business rule where I could hide Section(s) or Tab(s) depending on fields value.

Thanks

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Mahadeo Matre 17,021 on at

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Hi Rasi,

You cannot create business rule to show or hide sections / tabs.. but you can write JavaScript to show / hide sections and tab from form.

TO show /hide tabs

formContext.ui.tabs.get("tabname").setVisible(true); //to show

formContext.ui.tabs.get("tabname").setVisible(false); //to hide

more details

docs.microsoft.com/.../formcontext-ui-tabs

and for sections

var tabObj = formContext.ui.tabs.get("tabname");

var sectionObj = tabObj.sections.get("sectionname");

sectionObj.setVisible(true); //to show

sectionObj.setVisible(false); //to hide

more details

docs.microsoft.com/.../formcontext-ui-sections

Hope this will help..

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gdas 50,091 Moderator on at

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Unfortunately you can not hide section tab using business rules. You need to write JavaScript for that as suggested above.

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Nicholas C 55 on at

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Rasi, no there is not a business rule for this in CRM that i am aware of.

You could apply JS logic to hide a particular section in CRM easily depending on your fields value on the CRM form. Here is essentially a function that you can use in CRM. You can pass the sectionname, and then the visibility choice in order to show or hide your desired section.

function ViewFormSection(sectionname, visibility) {

var tabs = Xrm.Page.ui.tabs.get();

for (var i in tabs) {

var tab = tabs[i];

tab.sections.forEach(function (section, index) {

if (section.getName() == sectionname) {

section.setVisible(visibility);

}

});

}

}

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Rasi 222 on at

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Thanks for you reply, Where would I put the field Value? I have many sections/tabs but I only want to display if field option set = required option.

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Mahadeo Matre 17,021 on at

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you need to add this code on form load and field option set change.

Create JavaScript function with parameter as option set value, and add logic to show / hide based on option set.

call this function on form load and pass option set value.

also call this function on option set value change so that tab/ section will be shown / hidden.

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Vipin J 1,603 on at

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I have created some Generic Method to Hide and Show Tab and Section

Please refer here : https://vjcity.blogspot.com/2021/07/generic-method-to-hide-and-show-tab-and.html

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