Ability to apply business rules to specific quick view forms.
I'd suggest a scenario being that you want to display a Quick view form, but only if certain conditions are met, otherwise hide the quick view form. Just like you can with normal fields.
I can also see some great use for this feature.
Specific use scenario for us - we use the 'Case Reference Panel' Quick View Form, and display it on Emails. This gives tech agents a quick peek at relevant info from the email's regarding Case. However, it would be great if we could hide/show fields on that panel, based on other conditions on the Case (i.e. what category/subject the case is).
Hi @D365Ideas_Admin, sorry somehow this post is not tied to my account so couldn't get the updates. To answer your previous question, yes it for a quick view form, not quick create although it would be great to have business rules on quick create as well.
This would be incredibly useful.
Need this for my current scenario. May have to replicate data to child so I can apply automation to hide some of the fields. That would mean adding plugins to keep data coordinated which, with this feature, would be unnecessary.
Maybe, rather than a quick view form, allow addition of some form of virtual field that based on a relationship displays a field from the related entity. On the host form that field could have automation applied to it to hide/unhide.
If form field a has value x hide virtual field v.
A quickview form with a single field could be used I guess but adding a related field, similar to the way we can in a view, may be simpler.
On another page in dynamics community, I found the following:
I am trying to implement the same business rule for the Main Form, the quick create and the Quick View without the need for Java Script. Does anyone know if there is a pending Change Request?
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