mscrm-addons.com - Blog

News.mscrm-addons.com Blog

rss

Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts!


Condition Designer (Dynamics 365)

The Condition Designer (1) has a similar look and feel as the standard "Advanced Find" Dialog in Dynamics365.
Also the available options are similar. 

The Condition Designer (1) is part of the Condition Field functionality of DocumentsCorePack. Details
about this functiionality can be found here.


Figure 1: The condition designer within the condition field dialog​

This step by step description will show you how to the condition designer to create your condition. 

  1. Select a field form the drop down

    Figure 2: field selector

  2. Select an operator
    Dependend on the field type you will see different available operators.

    Figure 3: Operator selection

  3. Select or enter a compare value
    Depending on the date type of the field you either have an 
    additional control (1) that opens a new dialog (2) to select
    the compare value. Or you can 
    enter the value directly by typing.

    Figure 4: Selection dialog for pick list elements

    Below you can see examples for other data types. 


    Figure 5: Example of a date field


    Figure 6: Example of a string fiedl

  4. Repeat steps 1 to 3 to add other lines to setup more complex condtitions
    PLEASE NOTE: All single lines are brought together to one single condition.

  5. Group your lines [optional]
    Select the required rows by using the menu that opens when you hit the arrow button.

    Figure 7: 

    The selected rows will stay highlighted (1). Select the required grouping option (2).

    Figure 8: Two highlighted rows

    After you selected the grouping a box will visually show the grouping

    Figure 9: Result ofter grouping

 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.



Comments are closed.