Can we customize Add/Edit form in Dynamics? If yes how can we group controls.
For example, we have a radio button if user selects option1 some fields(may be 5 fields) should load and if user selects options2 some fields(may be 8 fields) should load.
Thanks,
Lakshmi.
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Hi Lax,
You can use Form Editor to do customization on form.
I would suggest use business rule to achieve this functionality. In Business Rule we have Action to set visibility.
Thanks
Hello Lax,
You can create Business rules for this
thanks
Hi Lakshmi,
This functionality can be achieved by using javasript and business rules.
Business rule can be work server side and client side as well where you have to defined which field will be visible and for what action.
Secondly by using javascript you can make a formal section for multiple field so that you just hide the form section and inside form section field will automatically hidden.However you can set each field visibility as well.
You can refer below link
[View:https://community.dynamics.com/crm/b/meganwalker/archive/2017/09/26/using-business-rules-to-hide-fields-and-make-them-required-as-needed]
[View:https://msdn.microsoft.com/en-us/library/gg328067.aspx]
[View:https://dynamicscrmpros.com/hiding-section-fields-microsoft-dynamics-crm-2013-using-business-rules/]
The easier option, is on the form itself that you open click on the Form Editor button. If you don't see the button, you can click on the ... (3 dots) at the right of all the command bar buttons and then click on Form Editor.
If that doesn't work, navigate to Settings -> Customizations -> Customize the System.
On the left hand side navigation, find the entity that you want to customize, and expand it.
Click on Forms and open the Main Form that you want to customize. The name of the form will usually be Information or the Name of the Entity.
In the main for you will have a view of what you see when you actually access the form.
You can then add/remove fields from the form.
For setting rules on particular actions, you can use either Business Rules or JavaScript.
You can learn how to create Business Rules by clicking here:
docs.microsoft.com/.../create-business-rules-recommendations-apply-logic-form
Hope this helps.
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