Apply a business logic to the Opportunity Close Quick Create form according to the context of the opportunity closure

In the release 2 2019, Microsoft introduced the ability to modify the Opportunity Close dialog using the Quick Create Form. In this blog, we will discuss the ability to apply a business logic to the Opportunity Close Quick Create form according to the context of the opportunity closure. Use Case Change the "Close Date" label … Continue reading Apply a business logic to the Opportunity Close Quick Create form according to the context of the opportunity closure

Cancel the save based on the result of an asynchronous operation

In 2017, Natraj Yegnaraman shared a clever method to cancel the save of a form. His approach was to cancel the save before the asynchronous operation and then retrigger the save if needed after the asynchronous operation is resolved. You can find all the details on the following link. This approach is explained by the … Continue reading Cancel the save based on the result of an asynchronous operation

How to execute a JavaScript function on all forms without registering it manually?

Model-driven apps provides a rich set of client APIs to interact with form objects and events to control what and when to display on a form. The JavaScript functions react to different events so that the code gets executed when the event occurs on the form. The process of associating a function to an event is done … Continue reading How to execute a JavaScript function on all forms without registering it manually?

How to set up complex conditions for business process flow ?

Business Process Flow (BPF) is a very useful tool to standardize data entry on a model driven app. In simple cases, a linear BPF is a good option. However, in more complex scenarios, a BPF can be enhanced by using branching. I will discuss on this blog the limitations and workarounds concerning branching conditions.I was … Continue reading How to set up complex conditions for business process flow ?

How to bulk change main forms header density using Cloud Flows ?

As announced by Microsoft, the low-density header option will be deprecated on October 2021. As an impact, any current form that is configured as “low-density” will be automatically updated to render in a high-density with flyout mode in a model driven app. I will present on this blog a way to change in bulk the "high-density" option … Continue reading How to bulk change main forms header density using Cloud Flows ?

Hide existing refresh button from subgrid header (UCI)

By switching to the new UCI interface. We notice that several buttons have been added to the ribbon, and sub-grid. For example, the refresh button: It's possible to hide this button using the latest version of Ribbon Workbench. In this tutorial, I use the version 3.1.391.1 available on XrmToolBox. I created a solution containing the … Continue reading Hide existing refresh button from subgrid header (UCI)