The Condition Designer has similar options to the standard Advanced Find dialog in Dynamics 365.
Conditions allow you to define content that is either displayed or removed from the final document based on a certain condition (for example: field values in Dynamics 365).
The Condition Designer ❶ is part of the Condition Field functionality of DocumentsCorePack (DCP). Further details about this functionality can be found here.
Figure 1: The condition designer within the condition field dialog
This step-by-step description will show you how to use the Condition Designer to create your condition.
Step 1. Select a field from the drop-down
Figure 2: field selector
Step 2. Select an operator
Depending on the field type, you will see different available operators.
Figure 3: Operator selection
Step 3. Select or enter a compare value
Depending on the data type of the field, you will either have an additional control that opens a new dialog ❷ to select the compare value, or you can enter the value directly by typing.
Figure 4: Selection dialog for picklist elements
Step 4. Examples of other data types
Figure 5: Example of a date field
Figure 6: Example of a string field
Step 5. Repeat steps 1 – 3 to add other lines to setup more complex conditions
Please note: All single lines are brought together to one single condition.
Step 6. Group your lines [optional]
Select the required rows from the menu.
Figure 7: The selected rows will stay highlighted (1).
Step 8. Select the required grouping option (2).
Figure 8: Two highlighted rows
Step 9: After selecting the grouping, a box will visually show the grouping
Figure 9: Result after grouping
Please note: A few fields like Owner and Customer (special lookup fields) are not available on the actual parent level, but can always be reached by selecting the next level drop-down for this element.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.