cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
skolisetti
Helper IV
Helper IV

Display values based on the categories in model driven apps

Friends,

I want to create a rules in my model driven app for set of categories.

Ex:

1. If i select category as Games. The corresponding subcategories Card games, Dice games should prepopulate and hide the remaining values.

2. Similarly Select Category as Buildings. Subcategories Cathedral & Torcello should only display in the dropdown list. 

 

Can you please advise how this can be achieved. I've tried Business rule but it is not working as expected.

 

Both Category and Sub-Categories are Choice columns.

 

PFA 

 

 

9 REPLIES 9
ChrisPiasecki
Most Valuable Professional
Most Valuable Professional

Hi @skolisetti,

 

For Choice fields, you will need to resort to using JavaScript to achieve your needs. Here is a sample on how to do this. Note that its a bit older and using Xrm.Page is deprecated, so you'd you want to instead use getFormContext()

 

The second option is to change your Category/Subcategories to Tables instead, establishing a relationship between your category and subcategory tables. Then when you add the lookup to the form you can filter based on the parent through configuration. An example of this is described here.

 

I would highly recommend the second option because you can achieve your scenario through configuration and no-code. Another reason is that based on your categories and subcategories, it seems like you may add more over time. If this list changes a lot, then using a Choice is undesirable because every time you want to add more items to the list you need to modify the Choice to add more options. It is also difficult to retire options.

 

Hope this helps.

 

---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.

---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.
Chris

Chris can we achieve using the Power Automate ?

ChrisPiasecki
Most Valuable Professional
Most Valuable Professional

Hi @skolisetti,

 

Power Automate flows run in the background and won't work for this scenario where values need to be filtered in real time within the user interface.

 

---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.

---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.
Chris

Thank you Chris for your inputs. 

rampprakash
Super User
Super User

Hi @skolisetti,

 

To start with

 

Open Model Driven apps --> Click Gear icon on top --> Select Advance settings --> once page loaded Navigate to Customisation--> Select customize the system --> Expand Entities --> Select the Entity where you want to perform your filtering operations --> Expand that selected Entity --> Click Forms--> Open Main Form in the List--> Click form properties at the top --> Click Add then Add the JavaScript if already exists or Select new to create a new one

 

function hideOptions() {
if (Xrm.Page.ui.getFormType() == 1) {
var pickList = Xrm.Page.getAtteibute("new_consolidateoption");// Main field like Games etc
var childList= Xrm.Page.getControl("new_child");
If(pickList.getValue() == 1)// Games
childList.Remove(2); // 2 is nothing but Optionset value
}
else if(pickList.getValur() == 2){
// Perform other option
}
}

Prakash thanks for your response. I dont see the properties in the main form can you advise on this ? PFA

 

 

rampprakash
Super User
Super User

Hi @skolisetti,

 

rampprakash_0-1629912473949.png

 

Please mark as Answer if its helpful

Ram this is helpful. 

 

But after selecting the Category from one to another the values in the Sub-Categories list are not resetting, unless we refresh the page.. can you advise on this ?

 

Ex: 

1. If i select category as Games. The corresponding subcategories Card games, Dice games are displayed

2. Similarly if i select category as Buildings in the same session/form. Subcategories Cathedral & Torcello are not displayed unless i refresh the page and select the category again as Buildings.

 

Issue2:

For the first time when user loads the form the "Subcategories" list should be empty without showing any values unless user select the Category

 

 

Hi @skolisetti,

 

Then you are near to it 🙂

 

For reset or in onchange you need to reinsert the value again

var low = {value : 100000000, text : "Low"};

var childList= Xrm.Page.getControl("new_child");

childList.addOption(low);

 

When we show subcategories  Filter we need to set and reset values by using add and Remove option.

 

Helpful resources

Announcements

Tuesday Tip | How to Report Spam in Our Community

It's time for another TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.   As our community family expands each week, we revisit our essential tools, tips, and tricks to ensure you’re well-versed in the community’s pulse. Keep an eye on the News & Announcements for your weekly Tuesday Tips—you never know what you may learn!   Today's Tip: How to Report Spam in Our Community We strive to maintain a professional and helpful community, and part of that effort involves keeping our platform free of spam. If you encounter a post that you believe is spam, please follow these steps to report it: Locate the Post: Find the post in question within the community.Kebab Menu: Click on the "Kebab" menu | 3 Dots, on the top right of the post.Report Inappropriate Content: Select "Report Inappropriate Content" from the menu.Submit Report: Fill out any necessary details on the form and submit your report.   Our community team will review the report and take appropriate action to ensure our community remains a valuable resource for everyone.   Thank you for helping us keep the community clean and useful!

Tuesday Tip | How to Get Community Support

It's time for another Tuesday Tip, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.       This Week: All About Community Support Whether you're a seasoned community veteran or just getting started, you may need a bit of help from time to time! If you need to share feedback with the Community Engagement team about the community or are looking for ways we can assist you with user groups, events, or something else, Community Support is the place to start.   Community Support is part of every one of our communities, accessible to all our community members.   Within each community's Community Support page, you'll find three distinct areas, each with a different focus to help you when you need support from us most. Power Apps: https://powerusers.microsoft.com/t5/Community-Support/ct-p/pa_community_support Power Automate: https://powerusers.microsoft.com/t5/Community-Support/ct-p/mpa_community_support Power Pages: https://powerusers.microsoft.com/t5/Community-Support/ct-p/mpp_community_support Copilot Studio: https://powerusers.microsoft.com/t5/Community-Support/ct-p/pva_community-support   Community Support Form If you need more assistance, you can reach out to the Community Team via the Community support form. Choose the type of support you require and fill in the form accordingly. We will respond to you promptly.    Thank you for being an active part of our community. Your contributions make a difference!   Best Regards, The Community Management Team

Community Roundup: A Look Back at Our Last 10 Tuesday Tips

As we continue to grow and learn together, it's important to reflect on the valuable insights we've shared. For today's #TuesdayTip, we're excited to take a moment to look back at the last 10 tips we've shared in case you missed any or want to revisit them. Thanks for your incredible support for this series--we're so glad it was able to help so many of you navigate your community experience!   Getting Started in the Community An overview of everything you need to know about navigating the community on one page!  Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Community Ranks and YOU Have you ever wondered how your fellow community members ascend the ranks within our community? We explain everything about ranks and how to achieve points so you can climb up in the rankings! Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Powering Up Your Community Profile Your Community User Profile is how the Community knows you--so it's essential that it works the way you need it to! From changing your username to updating contact information, this Knowledge Base Article is your best resource for powering up your profile. Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Community Blogs--A Great Place to Start There's so much you'll discover in the Community Blogs, and we hope you'll check them out today!  Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Unlocking Community Achievements and Earning Badges Across the Communities, you'll see badges on users profile that recognize and reward their engagement and contributions. Check out some details on Community badges--and find out more in the detailed link at the end of the article! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Blogging in the Community Interested in blogging? Everything you need to know on writing blogs in our four communities! Get started blogging across the Power Platform communities today! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Subscriptions & Notifications We don't want you to miss a thing in the community! Read all about how to subscribe to sections of our forums and how to setup your notifications! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Getting Started with Private Messages & Macros Do you want to enhance your communication in the Community and streamline your interactions? One of the best ways to do this is to ensure you are using Private Messaging--and the ever-handy macros that are available to you as a Community member! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Community User Groups Learn everything about being part of, starting, or leading a User Group in the Power Platform Community. Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Update Your Community Profile Today! Keep your community profile up to date which is essential for staying connected and engaged with the community. Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Thank you for being an integral part of our journey.   Here's to many more Tuesday Tips as we pave the way for a brighter, more connected future! As always, watch the News & Announcements for the next set of tips, coming soon!

Hear what's next for the Power Up Program

Hear from Principal Program Manager, Dimpi Gandhi, to discover the latest enhancements to the Microsoft #PowerUpProgram, including a new accelerated video-based curriculum crafted with the expertise of Microsoft MVPs, Rory Neary and Charlie Phipps-Bennett. If you’d like to hear what’s coming next, click the link below to sign up today! https://aka.ms/PowerUp  

Tuesday Tip: Community User Groups

It's time for another TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.   As our community family expands each week, we revisit our essential tools, tips, and tricks to ensure you’re well-versed in the community’s pulse. Keep an eye on the News & Announcements for your weekly Tuesday Tips—you never know what you may learn!   Today's Tip: Community User Groups and YOU Being part of, starting, or leading a User Group can have many great benefits for our community members who want to learn, share, and connect with others who are interested in the Microsoft Power Platform and the low-code revolution.   When you are part of a User Group, you discover amazing connections, learn incredible things, and build your skills. Some User Groups work in the virtual space, but many meet in physical locations, meaning you have several options when it comes to building community with people who are learning and growing together!   Some of the benefits of our Community User Groups are: Network with like-minded peers and product experts, and get in front of potential employers and clients.Learn from industry experts and influencers and make your own solutions more successful.Access exclusive community space, resources, tools, and support from Microsoft.Collaborate on projects, share best practices, and empower each other. These are just a few of the reasons why our community members love their User Groups. Don't wait. Get involved with (or maybe even start) a User Group today--just follow the tips below to get started.For current or new User Group leaders, all the information you need is here: User Group Leader Get Started GuideOnce you've kicked off your User Group, find the resources you need:  Community User Group ExperienceHave questions about our Community User Groups? Let us know! We are here to help you!

Super User of the Month | Ahmed Salih

We're thrilled to announce that Ahmed Salih is our Super User of the Month for April 2024. Ahmed has been one of our most active Super Users this year--in fact, he kicked off the year in our Community with this great video reminder of why being a Super User has been so important to him!   Ahmed is the Senior Power Platform Architect at Saint Jude's Children's Research Hospital in Memphis. He's been a Super User for two seasons and is also a Microsoft MVP! He's celebrating his 3rd year being active in the Community--and he's received more than 500 kudos while authoring nearly 300 solutions. Ahmed's contributions to the Super User in Training program has been invaluable, with his most recent session with SUIT highlighting an incredible amount of best practices and tips that have helped him achieve his success.   Ahmed's infectious enthusiasm and boundless energy are a key reason why so many Community members appreciate how he brings his personality--and expertise--to every interaction. With all the solutions he provides, his willingness to help the Community learn more about Power Platform, and his sheer joy in life, we are pleased to celebrate Ahmed and all his contributions! You can find him in the Community and on LinkedIn. Congratulations, Ahmed--thank you for being a SUPER user!  

Users online (5,499)