Calling an action through JavaScript and not allowing the record to be saved based on conditions in action

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Hello,

My requirement is to call a custom action through a javascript, the action executes certain conditions and sends back an output parameter to the javascript

Now based on the output parameter i have to save the record or not allow the record to be saved

any suggestions?

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Radu Chiribelea 6,667 on at

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Hi rahulvgerald,

Not sure if what you are trying to achieve is possible via JS. However, you could consider another approach. Have a plug-in triggered when the action is called that updates the record. If certain criteria match, throw an InvalidPluginExecution Exception with a custom message. This will prevent the record from being saved server side.

More details: msdn.microsoft.com/.../microsoft.xrm.sdk.invalidpluginexecutionexception.aspx

Hope this helps.

Regards,

Radu

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Verified answer

Rawish Kumar 13,758 on at

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Hi Rahul you can do this ,

use web api to execute the action and pass on the parameter like below :

i am doing something like his below where in am passig the leadid to the action.

Leadconversion: function () {

var regardingObject = Xrm.Page.getAttribute("regardingobjectid");

if (regardingObject != null && regardingObject.getValue() != null) {
var leadlookup = regardingObject.getValue()[0];
var leadId = leadlookup.id;
leadId = leadId.replace(/[{}]/g, "");
callAction("leads", "Microsoft.Dynamics.CRM.ActionName", leadId);

}
},
callAction: function (entityName, actionName, targetid) {
var result = null;

var oDataEndPoint = Xrm.Page.context.getClientUrl() + "/api/data/v8.0/";

var req = new XMLHttpRequest();
req.open("POST", oDataEndPoint + entityName + "(" + targetid + ")/" + actionName, false);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.onreadystatechange = function () {
if (this.readyState == 4) {
req.onreadystatechange = null;

if (this.status == 200) {
result = JSON.parse(this.response);

//your logic goes to prevent save.

}
else {
var error = JSON.parse(this.response).error;
alert(error.message);
}
}
};
req.send();
return result;

}

its very tricky prevent save in javascript but you can try below :

if(a != b)

{

Xrm.Utility.alertDialog("a and b are not equal",function(){
Xrm.Page.data.entity.addOnSave(function (execContext) {
execContext.getEventArgs().preventDefault();//will prevent CRM form save
});
});

}

however i would suggest you to use a plugin and throw invalidpluginexception.

mark my answer as verified if helpful

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Verified answer

Shahbaaz Ansari 6,211 on at

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Hi Rahul,

below is the full code for calling a custom action from java script and also you can check the condition too,

function CallActionFromJavaScript() {

var accountId = Xrm.Page.data.entity.getId();

var entityName = "account";

var requestName = "new_customaction";

var appnumber = Xrm.Page.data.entity.attributes.get('new_leapcasenumber').getValue();

var new_crmcustomerid = Xrm.Page.data.entity.attributes.get('new_crmcustomerid').getValue();

if(new_crmcustomerid == null){

alert("Save record before sending to Portal?");

} else if(appnumber != null){

if(appnumber.trim().length == 4)

alert("This account has already been sent to portal.");

}

else

ExecuteAction(accountId, entityName, requestName);

}

function ExecuteAction(entityId, entityName, requestName) {

// Creating the request XML for calling the Action

var requestXML = ""

requestXML += "<s:Envelope xmlns:s=\"schemas.xmlsoap.org/.../envelope\">";

requestXML += " <s:Body>";

requestXML += " <Execute xmlns=\"schemas.microsoft.com/.../Services\" xmlns:i=\"www.w3.org/.../XMLSchema-instance\">";

requestXML += " <request xmlns:a=\"schemas.microsoft.com/.../Contracts\">";

requestXML += " <a:Parameters xmlns:b=\"schemas.datacontract.org/.../System.Collections.Generic\">";

requestXML += " <a:KeyValuePairOfstringanyType>";

requestXML += " <b:key>Target</b:key>";

requestXML += " <b:value i:type=\"a:EntityReference\">";

requestXML += " <a:Id>" + entityId + "</a:Id>";

requestXML += " <a:LogicalName>" + entityName + "</a:LogicalName>";

requestXML += " <a:Name i:nil=\"true\" />";

requestXML += " </b:value>";

requestXML += " </a:KeyValuePairOfstringanyType>";

requestXML += " </a:Parameters>";

requestXML += " <a:RequestId i:nil=\"true\" />";

requestXML += " <a:RequestName>" + requestName + "</a:RequestName>";

requestXML += " </request>";

requestXML += " </Execute>";

requestXML += " </s:Body>";

requestXML += "</s:Envelope>";

var req = new XMLHttpRequest();

req.open("POST", Xrm.Page.context.getClientUrl() + "/XRMServices/2011/Organization.svc/web", false);

req.setRequestHeader("Accept", "application/xml, text/xml, */*");

req.setRequestHeader("Content-Type", "text/xml; charset=utf-8");

req.setRequestHeader("SOAPAction", "schemas.microsoft.com/.../Execute");

req.send(requestXML);

//Get the Resonse from the CRM Execute method

var response = req.responseXML;

alert("Customer has been sent to your portal. Please login to portal and complete the form.");

}

Please mark my answer as verified if it resolves your issue.

Thanks,

Shahbaaz

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Community Member on at

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HI Rawish,

In the following piece of code from where are you getting "execContext" ?

Xrm.Utility.alertDialog("a and b are not equal",function(){
Xrm.Page.data.entity.addOnSave(function (execContext) {
execContext.getEventArgs().preventDefault();//will prevent CRM form save

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Rawish Kumar 13,758 on at

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Hi Rahul,

you can pass "executionContext" in this starting function as first parameter and use it below instead execContext or simple use below code in a difference function and pass it on same context and use it.

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Rawish Kumar 13,758 on at

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to learn how to use execution context - i will suggest you to go through below post :

practical-crm.blogspot.in/.../passing-execution-context-to-onchange.html

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Alex Fun Wei Jie 33,628 on at

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Refer to this how to use Javascript to prevent save. but change into below code

Place it under onSave Event, remember to click the pass execution context as first parameter

function preventSave(econtext)
{
// your logic go here, if you want prevent save just call the below two lines code. var eventArgs = econtext.getEventArgs(); eventArgs.preventDefault(); }

alexmscrm.blogspot.my/.../dynamics-365-auto-save.html

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