I'm facing one weird problem on the Contact entity. I do have one check box type field on the Contact form. When user selects (ticks) this checkbox at that time I'm making one field as mandatory in the BPF. This is a two options (yes/no) field on the BPF.
The problem is when on click of the checkbox on the form, the BPF field displays "click to enter" text, not sure why it is showing this text on the field.
Related
I have a JSON which I have extracted. There is a field under the node 'NumberBlockDetails' under that, there is a field 'AreaCode' which is displayed as iterated. Currently based on the iteration, that field 'AreaCode' is displaying four times. It is based on one lightning-input condition only. But now as the user edits any one, the combobox is displayed under all 4 fields of Areacode. How can I display it only on 'Areafield' which has a user Action (like Onchange).
````<ul key={num}>
````<lightning-input type="text" label="AreaCode" value={userValue}> </lightning-input>
````<template if:true={flagValue}
````<lightning-combobox
````name=""
````options={}
````</lightning-combobox>
````</template>
````</ul>
````</template>
Currently for all 4 it is displaying when user clicks inside the field, how to show only under the field which is currently in action by the user for the same <lightning-input> field.
Can anyone suggest on this
In the Ribbon Workbench, how can I hide the "Closed as Won" button on the Opportunity form based on a text field (accountnumber) in the Account entity?
Issue description
How can I hide the "Closed as Won" button on the Opportunity form based on a text field (accountnumber) in the Account entity? Each Opportunity can have one associated Account. If the accountnumber field is blank, I want the button to be hidden. I'm assuming I should use a Value Rule, but I don't know exactly how to do this for related entities.
If this is not possible to do, what would be the best workaround?
I also have a 2nd related issue. I want to be able to hide the "Collaborate" button that is used for Teams integration, but can't seem to do that in the ribbon workbench either.
You have many solutions... just two of them:
Write a custom javascript that retrieves the value of the related account using web api (here some examples: https://butenko.pro/2018/11/13/showing-ribbon-button-based-on-the-result-of-async-operation/)
Add a text calculated field on the opportunity pointing to the accountnumber of the related account (the syntax for the calculated field is "[lookup name of the account].accountnumber". Then you can use a ValueRule on the new field
Scenario/Context
I've got a drop down menu with two input elements underneath.
From the dropdown menu, are names of companies (with values set to the respective company id's), and another prompt to Add a new company.
If the option to Add a new company is selected from the dropdown, then the user is to fill out the 2 input field elements (i.e. company name and company email).
Otherwise, if an available company is selected from the dropdown,
then the 2 input fields (for company name and email are to be disabled).
My question
Is this possible to do without an AJAX call if I want things to happen without a page refresh?
Can anyone suggest some other alternatives??
Many thanks!
That is absolutely possible, though you'd need to use some JavaScript to make it happen and load a bit more data to the DOM on the initial page load.
For each option in your company select dropdown, add a data attribute for the name and email.
Then, watch that dropdown for the change event in JavaScript. Whenever that event is fired, if the data-company-name and data-company-email attributes are defined for the selected option, disable the input fields and populate them with those values. If those data attributes are not defined for the option (likely only for your 'Add a new company' option), then clear the values from the input fields and enable them.
IS this possible to have check boxes in crm 2015 page (not through web resource) , I tried to implement couples of solution with js but did not work out. Any comments would be useful.
You can add checkboxes by creating fields of type two options. Then, add them to an entity form and in the field properties window, change the format to "checkbox".
Check this out: https://www.microsoft.com/en-US/dynamics/crm-customer-center/create-or-edit-entity-fields.aspx
Possible data types for a field
Two options
After creating this field, configure it in the form to which it was added. In the form, select whether the field is displayed as option buttons (also known as radio buttons), a check box, or a list.
Cheers.
In the Dynamics CRM entity form editor:
Click New Field button on the extreme down-right corner
Provide Name to the field
Set data type as Two options
Save the record
Drag this newly added field into the form from the right side field list
Click Change Properties in the menu bar
In the pop-up click the Formatting tab
Select Two radio buttons / Check box / List in the Control formatting section
Click OK
I create a new Activity in Microsoft dynamic CRM for sending SMS. but i dont need the "Subject" field in Activity Form and want to ignore it.
I tried to hide the subject field but is require field.
first i deselect the visible by default option in field property. after publish the customization i open the form and subject field has been hide. but when i pressed the Save button, activity form alert me You must provide a value for Subject. and show subject field.
how can i ignore Subject or define a default value for it?
You just need to change the requirement level.
On the form designer double click on the field. This will show you the Field Properties where the Visible by default checkbox is.
Click on the Details tab and then click the Edit button.
Here you can set the Requirement Level from Business Required to No Constraint.
Now you can hide the field from your form.
Save and Publish your customizations.
Your other option is using JavaScript.
On Load of the form you could use the following:
// Change the required level
Xrm.Page.getAttribute("subject").setRequiredLevel("none");
On Save you could use the following:
// Set a default value
Xrm.Page.getAttribute("subject").setValue("This is your default value");