In your business, you may need to hide certain fields/sections depending on where the user has accessed CRM from: Desktop, Tablet or Phone.
In this scenario, we are required to hide the Address Section when a user accesses CRM via their Desktop.
N52 Formula Manager Solution
The Formula Manager solution works like this:
- A formula of type 'ClientSide - Perform Action' will be created that will enact the bulk of the workload
- The formula is triggered whenever an Account form is loaded.
- It will check to see is the current form is being accessed via Desktop
- If this is true, the formula will hide the Address section
N52 Formula Manager Steps
The following set of steps outline how to create this Formula:
- Create a new formula of type 'ClientSide - Perform Action'
- Set the Mode to 'ClientSide'
- Set the Source Entity to 'Account'
- Set the Source Property to 'OnLoad' for all forms (hold Ctrl to multi-select)
- Go to the Formula editor
- Copy and paste the formula below
- Click Save
iftrue(GetFormFactor() = 1 , HideSections('SUMMARY_TAB.ADDRESS') )
The different options for the Form Factor are shown below
Wizard - HideSections
Did you know?
Automated tests in Dynamics 365 helps with documenting processes
Maintaining automated tests helps you create 'living' documentation of your Dynamics 365 systems, minimising the potenetial for frustrating rework.
Building a test validates the requirements, makes it easy to spot ambiguity and incompleteness and can catch defects before they are released.
As requirements change, tests need to be updated to ensure they continue to validate, thus ensuring the documentation stays up to date.