Dynamics 365 Form Customization: Responding to Tab State Changes

 

Dynamics 365 Form Customization: Responding to Tab State Changes

Introduction

A common scenario involves executing specific actions when a tab on the form expands or collapses. This article guides you through implementing a response to tab state changes in Dynamics 365.

Setting Up the OnLoad Event Handler

Firstly, set up an onLoad event handler for the form. This function registers another function to handle tab state changes:

function onLoadForm(context) {
    const formContext = context.getFormContext();
    const myTab = formContext.ui.tabs.get("yourTabName");
    myTab.addTabStateChange(onMyTabStateChange);
}

Handling Tab State Changes

The onMyTabStateChange function is triggered whenever the specified tab's state changes. It checks the tab's current state and performs actions accordingly:

function onMyTabStateChange(context) {
    const tab = context.getFormContext().ui.tabs.get("yourTabName");
    if (tab.getDisplayState() === "expanded") {
        // Actions to perform when the tab is expanded
    } else {
        // Actions for when the tab is collapsed
    }
}

Conclusion

This approach allows for dynamic and responsive form customization in Dynamics 365. By reacting to tab state changes, administrators and developers can create a more interactive and context-aware user experience, enhancing the overall effectiveness of the CRM system.