Скачать или смотреть How to Hide a Lookup Value Using JavaScript in Dynamics CRM

Learn how to effectively hide a lookup value in Dynamics CRM using JavaScript. This guide provides clear steps and examples for setting up your code.
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How to Hide a Lookup Value Using JavaScript in Dynamics CRM

If you find yourself needing to hide a lookup value in a Dynamics CRM form, you're not alone! Many users encounter this issue, especially when customizing forms for improved user experience. But don't worry; with a bit of JavaScript, you can achieve this effortlessly. In this guide, we’ll guide you step-by-step on how to hide a lookup value on load.

The Problem

Considering the need to hide a lookup value, the user shared a JavaScript code snippet but was unsure how to implement the correct approach. Here’s an example of the HTML structure they are working with:

[[See Video to Reveal this Text or Code Snippet]]

The user is looking for a way to hide this lookup field while the form loads.

The Solution

To hide a lookup value properly, you can use JavaScript within the Dynamics form's OnLoad event. Here’s how to do it step-by-step:

Step 1: Identify the Field

First, you need to find the logical name of the field you wish to hide. For example, if your field is named "Account," its logical name might be accountid.

Step 2: Set Up Your JavaScript

Depending on the version of Dynamics CRM you're using, the method to hide the field differs slightly:

For Versions Prior to 9.0

You will utilize the Xrm.Page method:

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For Versions 9.0 and Later

You'll use the formContext to set the visibility:

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Step 3: Create the Function for OnLoad Event

To ensure your JavaScript runs when the form loads, wrap it in a function that receives an executionContext. This will provide the formContext needed to access the field controls.

Here’s a sample function to include in your JavaScript file:

[[See Video to Reveal this Text or Code Snippet]]

Step 4: Add the JavaScript to Your Dynamics Form

Open your Dynamics CRM Form Designer.

Navigate to the Events tab and find the OnLoad event.

Add your function hideLookupField to the OnLoad event and ensure you pass the executionContext.

By following these steps, your specified lookup field will be hidden whenever the form loads!

Conclusion

Hiding lookup values in Dynamics CRM can streamline user interactions and enhance the overall experience. Whether you need a consistent view by removing fields entirely or showing/hiding them based on conditions, using JavaScript is a flexible approach.

Remember, always test your code in a safe environment first to ensure everything operates smoothly!

If you have any questions or need further assistance, feel free to ask in the comments below. Happy coding!