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Business Rule

    Question

  • 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

Answers

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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
  • Hauw,

    Just set requirement level of field to "required" and publish the field.


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    Thursday, April 13, 2017 12:24 PM
    Moderator
  • 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
  • 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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    Monday, April 17, 2017 4:03 AM
    Moderator
  • Andrii,

    OK. I'll try it.

    Thank you so much for your kindess.

    Monday, April 17, 2017 4:23 AM
  • 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
    Moderator
  • 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
  • Please provide code you use. I have no superpowers to see it.

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    Thursday, April 20, 2017 12:51 PM
    Moderator
  • 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
  • Replace line

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

    with line

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


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    Friday, April 21, 2017 2:56 AM
    Moderator
  • ANDRIII...

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

    sorry for asking to much question..

    Friday, April 21, 2017 7:09 AM