Controlling Field Visibility and Editability on Specific Tabs in Dynamics 365

 

Controlling Field Visibility and Editability on Specific Tabs in Dynamics 365

Efficient Form Customization in Dynamics 365

A common requirement is to control the visibility and editability of fields on specific tabs, especially when the same field appears in multiple places. This article introduces methods to dynamically set field visibility and editability, focusing on particular tabs.

Setting Field Visibility on a Specific Tab

To control the visibility of a field on a specific tab:

javascript
function setFieldVisibilityOnTab(executionContext, fieldName, tabName, isVisible) {
    var formContext = executionContext.getFormContext();
    var tab = formContext.ui.tabs.get(tabName);
    if (tab) {
        formContext.getAttribute(fieldName).controls.forEach(function (control, i) {
            var controlTab = control.getParent().getParent();
            if (controlTab.getName() === tabName) {
                control.setVisible(isVisible);
            }
        });
    }
}

Adjusting Field Editability on a Specific Tab

To modify whether a field is editable or read-only on a given tab:

javascript
function setFieldEditableOnTab(executionContext, fieldName, tabName, isEditable) {
    var formContext = executionContext.getFormContext();
    var tab = formContext.ui.tabs.get(tabName);
    if (tab) {
        formContext.getAttribute(fieldName).controls.forEach(function (control, i) {
            var controlTab = control.getParent().getParent();
            if (controlTab.getName() === tabName) {
                control.setDisabled(!isEditable);
            }
        });
    }
}

Conclusion

These functions enhance the flexibility of form customization in Dynamics 365. By targeting specific tabs, administrators can create a more tailored and user-friendly interface, ensuring that fields are displayed and interactable according to the specific context of each tab. This approach simplifies complex forms, improving overall user interaction and data management efficiency.