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Hello,

So, I have created an Account form and then when I choose Customer on Relation Type field (Account Entity), i want to make a Bank Account (Bank Account Entity) disapear from the form. So, can I do that using a Business Rule like linking an Entity to another Entity? or is there any other ways to make this happen?

Thanks & Regards,

Indra

Thursday, April 13, 2017 4:28 AM

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Hauw,

I'm afraid that your requirement can't be implemented using Business Rules. You will have to learn how to write JavaScript for that purpose. Here is what you will need:

1. How to get value of field - https://msdn.microsoft.com/en-us/library/gg334409.aspx#BKMK_getValue

2. Change visibility of section - https://msdn.microsoft.com/en-us/library/gg328489.aspx#BKMK_sectionSetVisible

Feel free to post your updates here including your code.
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- Proposed as answer by Andrii ButenkoMVP, Moderator Monday, April 17, 2017 4:03 AM
- Marked as answer by Hauw Indra Monday, April 17, 2017 4:24 AM
Monday, April 17, 2017 4:03 AM

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I've read another forum. And they say I can use workflow, but I don't know where can I find workflow on Dynamics 365. Can anybody help me find where the workflow is?

hehe :)

Thursday, April 13, 2017 7:51 AM

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Hauw,

Just set requirement level of field to "required" and publish the field.
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- Proposed as answer by Andrii ButenkoMVP, Moderator Thursday, April 13, 2017 12:24 PM
Thursday, April 13, 2017 12:24 PM

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Hello Andrii,

the field requirement was already required. can you help me how to make a Bank Account (Grid) disapear when i choose Customer in Relation Type(Field)?

Thanks,

Hauw

Monday, April 17, 2017 3:54 AM

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Hauw,

I'm afraid that your requirement can't be implemented using Business Rules. You will have to learn how to write JavaScript for that purpose. Here is what you will need:

1. How to get value of field - https://msdn.microsoft.com/en-us/library/gg334409.aspx#BKMK_getValue

2. Change visibility of section - https://msdn.microsoft.com/en-us/library/gg328489.aspx#BKMK_sectionSetVisible

Feel free to post your updates here including your code.
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- Proposed as answer by Andrii ButenkoMVP, Moderator Monday, April 17, 2017 4:03 AM
- Marked as answer by Hauw Indra Monday, April 17, 2017 4:24 AM
Monday, April 17, 2017 4:03 AM

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Andrii,

OK. I'll try it.

Thank you so much for your kindess.

Monday, April 17, 2017 4:23 AM

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function BankAccountDisapear(Context){
	var relationType = Context.getEventSource();

	if(relationType.getValue == "Customer")
	{
		Xrm.Page.getElementId("aBankAccount_d").sectionObj.setVisible(false);
	}
	else{
		Xrm.Page.getElementId("aBankAccount_d").sectionObj.setVisible(true);	
	}
}

Here's my code. But there's an error message when i try it :

TypeError: Cannot read property 'sectionObj' of null at BankAccountDisapear

thanks

Tuesday, April 18, 2017 8:48 AM

I see bunch of issues in your code. Here is fixed version - you will need to replace places with correct attribute/tab/sections names:

function BankAccountDisapear(){
	var relationType = Xrm.Page.getAttribute("put your relationship schema field name here").getValue();

	if(relationType === <put integer value for Customer optionset value here>)
	{
		Xrm.Page.ui.tabs.get("put tab name here").sections.get("put section here").setVisible(false);
	}
	else{
		Xrm.Page.ui.tabs.get("put tab name here").sections.get("put section here").setVisible(true);
	}
}

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Tuesday, April 18, 2017 12:41 PM

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I've tried your code but there's an error said :

TypeError: Cannot read property 'getValue' of null at BankAccountDisapear

Thursday, April 20, 2017 7:32 AM

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Please provide code you use. I have no superpowers to see it.
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Thursday, April 20, 2017 12:51 PM

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Lol.. Sorry :D

function BankAccountDisapear(){
	var relationType = Xrm.Page.getAttribute("CustomerTypeCode").getValue();

	if(relationType === 3)
	{
		Xrm.Page.ui.tabs.get("SUMMARY_TAB").sections.get("BankAccount").setVisible(false);
	}
	else{
		Xrm.Page.ui.tabs.get("SUMMARY_TAB").sections.get("BankAccount").setVisible(true);
	}
}

Friday, April 21, 2017 2:13 AM

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Replace line

var relationType = Xrm.Page.getAttribute("CustomerTypeCode").getValue();

with line
var relationType = Xrm.Page.getAttribute("customertypecode").getValue();
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- Proposed as answer by Andrii ButenkoMVP, Moderator Friday, April 21, 2017 2:56 AM
Friday, April 21, 2017 2:56 AM

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ANDRIII...

IT WORK.... THANK YOU SO MUCHHHHH......... :D

sorry for asking to much question..

Friday, April 21, 2017 7:09 AM

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