by Variance InfoTech Pvt Ltd

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.

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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.

  1. jkoop member avatar

    jkoop Verified Purchase

    3 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

  2. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    3 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

    • jkoop member avatar

      jkoop Verified Purchase

      3 years ago

      thank you for the reply! Glad it the mandatory field validation is removed. I will purchase shortly.

  3. wfabianbl member avatar

    wfabianbl

    2 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!

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      2 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

  4. TonyA member avatar

    Free Rein Ltd

    a year 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

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      a year 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

    • TonyA member avatar

      Free Rein Ltd

      a year 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

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      a year 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

    • magpie-pgz member avatar

      magpie-pgz

      a year 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

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      a year 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

  5. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    a year 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.

    Roles and 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

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