Hi,
In our opportunities form, I'm using 2 option sets to capture the 'Estimated Purchase Time frame'. One for Fiscal year, and one for quarter. Our purchase time frames can span many months and this will let sales managers see a pipeline based on estimated purchase quarter.
I'm planning for opportunity entries in the future, since removing items from option sets will remove recorded data, I want to hide past fiscal years. Eg. if an opportunity is created in 2018, I want to hide the option 2016 & 2017 from my estimated purchase time frame fiscal year option set. Is this possible?
I checked the business rules, but it only lets you show/hide entire fields, not individual option items.
Is it possible with Javascript?
I would need something to check created on date then hide the options. eg.
If created on date is greater than Dec. 31 2016, then hide option '2016'
If created on date is greater than Dec. 31 2017, then hide option '2017' etc.
I don't know javascript, where can I find the naming convention for crm fields and entities?
Thanks