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Prevent case creation

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Posted on by Ibakordor Kharmih

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Hi, I need to prevent a user from manual case creation for a certain type of account.
The condition is: If Account field equals Internal, pop an error message preventing user from creating the case.

Can you help share solution or the process on how can I do this?

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RudyZhang Microsoft Employee on at

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Hi,

We have analyzed your requirements, and we think that you can execute a custom JavaScript function on the /On Save/ event of the form that will popup if the value of a field in the form is a specific value and block the save.

Here is some sample code.

function testfunc(executionContext) { // get form context var formContext = executionContext.getFormContext(); // replace 'title' with the logical name of your field var testfield = formContext.getAttribute("title"); if (testfield != null) { var testFieldValue = testfield.getValue(); if (testFieldValue == 'TTT') { executionContext.getEventArgs().preventDefault(); // show error message alert('Error: Cannot create case for Internal account.'); } } }

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

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Ibakordor Kharmih 111 on at

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Thank you for the code, can you share where exactly do I upload the code. Is it on the button or form? Can you share the detailed steps from the start?

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RudyZhang Microsoft Employee on at

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Hi,

Here are some steps to use this sample code.
1. Edit the application to find the form you need to change

2. Click Add /On Save/ event to upload this function to /Web Resources/.

3. Fill in the function to be called and check the box /pass execution context as first parameter/.
4. Click /Save and Publish/ to publish the form and application.

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

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