Customer Engagement & Dynamics CRM Forum

 View Only
  • 1.  Changing text colour or adding icon to tab based on field value

    TOP CONTRIBUTOR
    Posted Mar 28, 2022 10:29 AM
    I don't know if this is possible, but it would be really useful for a system we are working on at the moment...

    The form contains 8 tabs collecting detailed data on a business.  The first field in each tab is a status field for that tab (red, amber, green) and I want to be able to either change the text colour, text background or the text itself of a tab based on the value in the status field.

    I have 6 forms each with around 8 tabs to implement this on, so if it's possible, the solution would need to be able to be deployed multiple times on each fo 6 tables.

    Any ideas?

    Thanks,
    Simon

    ------------------------------
    Simon West
    Nett Sales LLP
    Aldbourne
    ------------------------------


  • 2.  RE: Changing text colour or adding icon to tab based on field value

    SILVER CONTRIBUTOR
    Posted Mar 29, 2022 01:30 PM
    Hello,

    Have looked into a canvas app?  If that doesn't work I'd try a web resource you could then apply to all forms. 
    Let me know how it goes, looks like an interesting idea that I could use too!

    -Vanessa

    ------------------------------
    Vanessa Lopez
    Black Knight Financial Services
    Jacksonville FL
    ------------------------------



  • 3.  RE: Changing text colour or adding icon to tab based on field value

    TOP CONTRIBUTOR
    Posted Mar 30, 2022 03:46 AM
    Thanks Vanessa.  I guess that doing what I want is not possible through the UI then?

    ------------------------------
    Simon West
    Nett Sales LLP
    Aldbourne
    ------------------------------



  • 4.  RE: Changing text colour or adding icon to tab based on field value

    SILVER CONTRIBUTOR
    Posted Mar 30, 2022 11:30 AM
    Not that I've encountered.  Have you looked over the latest release notes for Wave 1?  I saw something similar to what you might be looking for in the details but it only applies to cases for this year.  I'm sure it is something they will expand but not sure ETA.  
    Improvements to the Case grid - Dynamics 365 Release Plan | Microsoft Docs

    ------------------------------
    Vanessa Lopez
    Black Knight Financial Services
    Vancouver, WA
    ------------------------------



  • 5.  RE: Changing text colour or adding icon to tab based on field value

    Posted Apr 01, 2022 05:24 AM
    Could 'Custom Pages' be the answer,  I wonder.
    https://docs.microsoft.com/en-us/power-apps/maker/model-driven-apps/add-page-to-model-app
    https://www.youtube.com/watch?v=XMopL0r8k3k&ab_channel=RezaDorrani

    ------------------------------
    Gulshan Khurana
    D365 Functional Consultant
    Gulshan Khurana
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role