Stoetech


Dynamically Selecting Forms with JavaScript

Microsoft Dynamics is a powerful tool that streamlines business processes and enhances overall efficiency. One of its notable features is the ability to customize forms to meet specific business needs. In this post, we’ll explore how to show and hide forms in Microsoft Dynamics.

Customizing forms is essential for tailoring Microsoft Dynamics to unique workflows. Whether it’s adding fields or rearranging sections, the flexibility of D365 is pretty impressive. However, the ability to show or hide forms based on certain criteria takes this customization to the next level. One common scenario is displaying different sets of information for different user roles. With Dynamics, you can easily configure forms to only show relevant data to specific users, streamlining their interface and improving user experience. 

The process of showing and hiding forms involves leveraging Dynamics’ built-in form designer. Developers can define rules and conditions with JavaScript that dictate when certain forms should be visible or hidden. The ability to show and hide forms in Microsoft Dynamics is a key element in creating a personalized and efficient user experience. By mastering this feature, you can optimize your Dynamics deployment to match your unique needs, ultimately boosting productivity and ensuring that users interact with the most relevant data at all times.

				
					function showForm(executionContext) {
var formContext = executionContext.getFormContext();
if (formContext.ui.getFormType()== 2){
  var lblForm;
  var relType = formContext.getAttribute("FIELDNAME").getValue();
if(relType == 1) {
          lblForm = "FORMNAME";
}
else if(relType == 2) {
          lblForm = "FORMNAME";
}
else{
          lblForm = "FORMNAME";
  }
}

  var formLabel = formContext.ui.formSelector.getCurrentItem().getLabel();
  if (formContext.ui.formSelector.getCurrentItem().getLabel() != lblForm) {
      var items = formContext.ui.formSelector.items.get();
      for (var i in items) {
          var item = items[i];
          var itemId = item.getId();
          var itemLabel = item.getLabel()
          if (itemLabel == lblForm) {
      if(itemLabel != fromLabel) {
                  item.navigate();
              }
          } 
      } 
  } 
}
}
				
			

If you would like to continue learning how to use JavaScript, we have an educational blog with many more examples of code.