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Business Rules for Quick View Forms

Author Name: Eric Regnier

Ability to apply business rules to specific quick view forms.

Status: New
Comments
D365Ideas_Admin
Regular Visitor
Status changed to: New
 
D365Ideas_Admin
Regular Visitor
Eric - what scenarios do you have in mind here? (and to be sure - you do mean quick view, not quick create?) It made me consider there should perhaps be a configurable property on a quick view form to automatically hide any empty (null) fields, since they are only taking up space and cannot be completed by the user while they are viewing this read-only form inline in another.
D365Ideas_Admin
Regular Visitor
BTW a just created a separate enhancement suggestion for quick create forms. https://connect.microsoft.com/dynamicssuggestions/feedbackdetail/view/1845880/business-rules-for-qui... Cheers
D365Ideas_Admin
Regular Visitor
The same scenarios as regular forms. For example if a field equals a specific value then hide/lock another field. I meant Quick View forms but since you mentioned it, it would also be a valid feature request for Quick Quick forms since we also can't specify business rules for specific Quick Create forms.
D365Ideas_Admin
Regular Visitor

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.

 

dguyton
Regular Visitor

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).

EricRegnier
Super User

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.

JasonAlexnder5
New Member

I am also looking for this feature without using javascript 

Andrew_Perkin
Regular Visitor

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.

 

rkytek
New Member

On another page in dynamics community, I found the following:

 

"Unfortunately, business rules are not available on the quick create form, we have to use Javascript. Sept 4, 2020".

 

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?