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Microsoft Dynamics 365 | Integration, Dataverse...
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How to clear a sub-field when a primary field is cleared

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Posted on by 50

I have created an 2 entities called Complaint Type and Issue. Complaint type serves as a parent field of Issue. So when a user selects complaint type, the list of choices for issue are limited. These fields are shown on the ticket (case) form. 

When a user creates a ticket, they choose a value for Complaint type, then a issue and saves the ticket and assigns to another group. 

Sometime, the other group might change the Complaint type but not the issue. 

I am looking for a way that if a user changes the complaint type, the issue field also gets cleared forcing the user to select a new issue that is based on the new choice of complaint type. 

I have the same question (0)
  • Verified answer
    Amit Katariya007 Profile Picture
    10,409 Super User 2025 Season 2 on at

    Hello Tammy,

    Please follow below steps and you will able to achieve this.

    1. Add a Business rule/JS on change of Complaint Type. Add a condition where if complain type is blank then clear the Issue lookup. That way user always need to fill issue field.

    2.  You need to create a relationship between the Complain type and issue entity which will be 1:N relationship. Means Add a lookup of "Complain Type" on the issue" entity form.

    3. Then Just add Both Complain type and issue entity's Lookup field on the Case form.

    4. Make small changes as per the below article in the Above lookup property and u will able to achieve the Logic.

    powerobjects.com/.../

    Thank you,

    Amit katariya

  • Tammy Locashio Profile Picture
    50 on at

    Thank you Amit!

  • Suggested answer
    Amit Katariya007 Profile Picture
    10,409 Super User 2025 Season 2 on at

    Hello Tammy,

    No Problem happy to help you.

    Thank you,

    Amit katariya

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