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Scenario Overview

In your business, you may wish to hide certain fields/sections depending on the Form type the user is using. 

In this scenario, we are required to hide the Address Section when a user accesses CRM via the Update Form Type. 

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
  • The formula will check the form type
  • If the form type is 'Update', 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

  

Formula

iftrue(GetFormType() = 2 ,
  
      HideSections('SUMMARY_TAB.ADDRESS')
  
      ) 

The different options for the Form Type are shown below

  

Wizard - HideSections

Please see below the wizard you can use to create the HideSections() function call used in this formula. 

Did you know?

You can create customized buttons to trigger complex business rules

North52's Decision Suite has functionality that we call Quick Buttons that allows you to place buttons on a form which when clicked will trigger a North52 Formula.  The business rule logic could be as simple as triggering a workflow or a much more complex process which involves many actions - the full power of the North52 business rules engine for Dynamics 365 can be used. 

The button's themselves can be subject to business rules, that show/hide, activate/deactivate or and/or change labels. This is configured using Decision Tables allowing complex decision logic to drive the button options that are presented to users.

Learn more about Quick Buttons