Need to show or hide fields or panels based on the value of another field? For this requirement Dynamic Panels is the perfect solution. The advanced configuration tools allow you to clearly define what should happen whenever a field value changes.
FAQ
FAQ
Question 1:
What is the purpose of Dynamic Panels add-on? Ans: Dynamic Panels add-on is used to choose which fields and panels should be display, also choose visible or invisible fields and panels and auto populate fields for particular module depending on condition mentioned in the configuration.
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"The dynamic panel plugin is a great plugin, but it doesn't meet our requirements and we can't use it correctly. After disabling and deleting the plugi..." - shifang
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Ricardo Cairello- ghansen
- Televic Digital
5 years ago
In my instance of sugar, cases has a host of panels. Some of the fields in the panels are required, others are not. If the invisible fields are required will the user be able to save the record? thanks
5 years ago
Hello Jkoop,
Yes. User able to save record.
For example, Cases has Overview Panel.
Overview panel has below Fields : Subject : (Mandatory) Account Name : (Mandatory) Priority : (Non - Mandatory) State : (Non - Mandatory) Status : (Non - Mandatory)
Dynamic Panel Configuration : Default Fields Hide : Subject
When you create a case, Default field will be hide as configuration and user able to save record. We had remove the mandatory field validation if user hide any mandatory field by configuration
5 years ago
thank you for the reply! Glad it the mandatory field validation is removed. I will purchase shortly.
4 years ago
Hi! There is any way I can launch the field conditions check by javascript? I'm changing a select field selected value with JQuery, and none of the rules get fired, Thank you!
4 years ago
Thanks for your message. It seems that Javascript is not loaded fully. can you try with Hard Refresh (CTRL + F5) . it might solve the problem
3 years ago
Hi
First off apologies for a naive question My client has the trial period at the moment on a test copy of their CRM
They have a field on Account (Account Type) which is either Individual or Business
They have a second field for the SIC Code (although a custom field type it is effectively a drop down) in the same panel as Account Type They want the SIC Code to be mandatory when Business is selected but Non-mandatory when Individual is selected.
In both cases they want the field visible and available
Is this possible
Thanks
Tony
3 years ago
Hello,
Yes. You can achieve the result using Dynamic Panels as you want to make the SIC Code field Mandatory based on Account Type Selection.
Regards, Variance Infotech PVT LTD
3 years ago
Thanks, but I am doing something wrong then as it is failing.
What do you need from me to identify the "user error" ;-)
Tony
3 years ago
Hello,
Can you please share small video or screenshot of the problem you're facing on "techsupport@varianceinfotech.com". So Tech Team will review and update you.
Regards, Variance Infotech PVT LTD
3 years ago
Hi, you were going to see if you could update the plugin to work with Security Groups instead of only directly connected Roles. Did the development team come to a conclusion and, if you can update it, how long. Our client's trial period I believe runs out in a week
Kind regards
Tony
3 years ago
Hello,
We're checking your requirement and it's feasibility how we can manage in existing implementation.
We'll update you tomorrow when it's available.
Regards, Variance Infotech PVT LTD
3 years ago
Hello,
We have released new version of Dynamic Panels on SuiteCRM Store and it's cover your requirement to apply Dynamic Panels feature based on Security Group.
**Scenario 1 : **If Dynamic Panels setup for Roles then it'll check the Login User Roles which is directly assigned to it. If it's matched with the Configuration then Dynamic Panels feature apply.
Scenario 2 : If Dynamic Panels setup for Security Group then it'll check the Login User Security Group which is directly assigned to it. If it's matched with the Configuration then it'll check Login User Roles which directly assigned to it. If Security Group and Roles both matched with Configuration then Dynamic Panels feature apply.
You can download the new version from SuiteCRM Store & Update in your SuiteCRM according to your SuiteCRM Version and Plan which you have purchased.
Regards, Variance Infotech PVT LTD