The Dynamics 365 Category entity has certain peculiarities, like it doesn’t have a state and status attributes as many other entities in Dynamics 365 and the Common Data Service. In this article I’ll describe how to create your own custom Category Status and lock the attributes in the form accordingly.
Below you can see the list with all the out-of-the-box Category attributes:
Let’s say that we want to implement a similar functionality like we have in other entities where the attributes get locked when the record status is inactive. Since we don’t have a state/status attribute in the category entity, we are going to create a custom one:
Using this custom Status attribute with the simple options of Active and Inactive, we will lock the other attributes in the form using a business rule (let’s give it a try 😉 :
Here is the other surprise, the out-of-the-box attribute Title is not available in the business rules. The same for the multi-select option set attributes, like “Other Business Areas”.
You can download all this code from my GitHub respository.
Below you can see a short video with the final result working. Hope you find it useful 🙂