Documentation Needed

[almostsultry]

I need a tutorial on steps to take when first starting up. Given the risks highlighted in the Show Notice button, please help me make sure I'm not screwing up my CRM instance.

I'm inferring the following steps based on what there is written about the process:

1. Create an Unmanaged Solution to house an Existing Form and a Web Resource
2. Add the Existing Form to the new Unmanaged Solution
3. Publish All Customizations
4. Open DOSM
5. Create a JSON Web Resource to house a Configuration (the empty Configuration is automatically created)
6. Edit Configuration to specify forms, fields, and dependencies (the new Configuration is copied to the target Form{s} automatically on first save)

Do I have that correct?

[GuidoPreite]

Hi @almostsultry, I am aware of the lack of documentation but this project is really basic. You just need to create a new unmanaged solution inside your instance (as your point 1), You don't need to add the forms to this unmanaged solution, it depends on how you package your changes, The web resource can be created by the tool (using the command "Create JSON Web Resource" as your point 5) After the web resource is created, just go to "Edit Configuration" inside the menu (as your point 6)

You can always start a new trial (or a new test instance inside your tenant) and play with it before making the changes to your primary environment.

[almostsultry]

I figured it out. I'm thinking of doing a quick how-to video on it. Do you have any additional points you'd like covered?

Also, could you please suggest a way to make a field appear when one of the options is selected? I have an Other option in my multi-select choice, and I'd like to make a field appear when Option is one of the options selected. I don't know if it's anything to do with the way DOSM works, but my usual JS tricks aren't working for this. Can you please suggest a solution or consider it a feature request?

[GuidoPreite]

@almostsultry no additional points, please send me the link after you publish the video. Showing a field when an option is selected is done by an OnChange JS event, because you wrote you are dealing with multi-select, keep in mind the value returned is always an array also if contains a single element. You can post a question about this on Dynamics Community Forums, Power Users forums or Stackoverflow. Dealing with this scenario is out of scope of DOSM.