Monday, July 5, 2021

Generic Method to Hide and Show Tab and Section

 

Problem Statement

We need to hide and display TAB’s and their respective SECTION's based on configured values. 

The configuration will be loaded based on the template selected for a given entity records.


Solution

As current D365 CRM does not support any out-of-box feature to support this, we created a generic script-based solution to support our scenario.

Note: We cannot show hide sections/tab using Business rules.


Template Configuration

We created a configuration entity which can be used by the End-Client to configure which TAB and SECTION to show.

Tab and Section are created as a Multi-Select for user to decide and configure which section and tab to be displayed.




Configuration Rules
When NO Section Name is listed for a given TAB, by default script should display all the sections for it.

But When Section Name is specified, it will display only those sections for a respective TAB.


Please reach out to me for detailed script and solution.

 

Thanks.

Vipin Jaiswal

vipinjaiswal12@gmail.com




How to hide a section in MS CRM 2016 based on user logged in ?

https://vjcity.blogspot.com/2016/09/how-to-hide-section-in-ms-crm-2016.html

 

1 comment:

Ch said...

Nice one