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Finance | Project Operations, Human Resources, ...
Suggested Answer

PSA Time entry - show and hide Project and Project Task fields based on time entry type

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Posted on by 5

I am looking for a way to control the visible fields based on time entry Type. By default "Vacation" hides the Project and Project Type fields and "Work" shows them. How is this controlled and how can manage these for new options added to the msdyn_timeentrytype option set? 

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  • Suggested answer
    Lucky Dog Profile Picture
    670 on at

    Hi. Field visibility is controlled by teh Business Rule: Project Service - Time Entries Type Change Reflect Related Fields Hide And Show on entity: Time Entry .  You just need to tick the new Time Entry Types in the 1st condition.pastedimage1598462527112v1.png

  • JasonTwi Profile Picture
    195 on at

    Hi,

    Yes, you can create business rules in the entity to allow you to hide the fields.

    It might seem a bit daunting at first but when you get into it it's not too bad to use and very useful.

    What you need to do is set a condition (If Project contains data) after that you add your Then and Else statements

    If Project contains data

    Then 

    Task is visible

    Else 

    Task is not visible

    Project and Task being the fields within the entity that you what you make visible or change.

    The most tricky part of business rules is the activating and deactivating.

    For example, there might be an existing business that is nearly what you want so you can copy that and then create your own rule.

    In this case you need to deactivate the rule you want to copy, save it as a new rule, and then activate the main rule again. 

    You can then work on your own rule, save it, validate it, and then activate it.

    Rules won't work until they are activated.

    Hope this helps,

    Jason

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