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

Hiding a control on a form

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Posted on by 145

I didn't think I'd run into so much trouble trying to simply hide a control on a form.

I'm using the UI

I'm tasked with hiding a toggle switch on the 'Accounts Receivable Parameters' form

I was going to use a new role, and assign the privilege directly to it

I've been fooling with adding references to my role, adding form names, control names..

I can see the form name, and the control name..

I just don't seem to be hitting on the right combination of  steps to tell D365 to: "hide  this control, on this form"

any help/direction is greatly appreciated..

R

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  • Suggested answer
    ergun sahin Profile Picture
    8,826 Moderator on at

    You can hide the control with code.

    You can use Form events like ‘OnInitialized’

    www.theaxapta.com/.../how-to-use-form-event-oninitialized-in.html

    Or you can use CoC with form methods like init,active etc.

    community.dynamics.com/.../button-to-display-a-report-with-condition

    Both case using enable but you must use the visible property

  • rgouette Profile Picture
    145 on at

    Thank you for replying Ergün,  but my management of security is being done via the UI

    Rich

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    301,020 Super User 2025 Season 2 on at

    Hi Rich,

    If you start with securing via the UI, then you can secure table fields on the permissions node of a privilege.

    You haven't shared what exact field to secure, so I don't know if this is bound to a data source field or not. If it is an unbound control or display method, you have to go to Visual Studio to make the object securable.

  • rgouette Profile Picture
    145 on at

    Hi Andre', the field in question here is:

    pastedimage1618836923674v1.png

    I do see that when right clicking the control, the form name is 'CustParameters', and the control(Toggle) is: 'Prices_MarkupHeading'

  • Martin Dráb Profile Picture
    237,878 Most Valuable Professional on at

    Prices_MarkupHeading is bound to MarkupHeading field of SalesParameters table.

  • rgouette Profile Picture
    145 on at

    Thanks Martin..  Is it best practise to utilise VS to determine the bound/unbound status of controls in 365?

    Rich

  • Martin Dráb Profile Picture
    237,878 Most Valuable Professional on at

    You don't need Visual Studio for it, just admin permissions in F&O.

    Right-click the form control and choose Form information > Form name: CustParameters. Then open the Administration tab in Form information form and look at DataSource and Data field:

    formInfo.PNG

  • rgouette Profile Picture
    145 on at

    ok, I see that ..

    Thanks much

    I'll see if I can manage to hide that control..

    Rich

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