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Dynamics 365 Community / Forums / Customer Service forum / Pop-Up fields within D...
Customer Service forum

Pop-Up fields within Dynamics

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Posted on by Community Member

Hi,

We're wanting to create a "pop-up" field with our Dynamics for contacts.

Scenario -

Customer has an ongoing complaint, so all customer services operatives need to be made aware of this before contacting them. So an operative would type in the "pop-up" field on the form "Customer has ongoing complaint - Please see notes".

When the next operative accesses that record, a pop-up window appears stating "Customer has ongoing complaint - Please see notes".

Any ideas on how this could be possible? Seen a few expensive add-ins on the market but wanted to see if it was achievable via javascript or anything.

Thanks

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  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,027 Moderator on at

    Hi Willsmith92,

    To achieve this create a 'pop-up' field and On Load JavaScript. When the next operative opens the form, the JavaScript will need to check the contents of the 'pop-up' field. If the 'pop-up' field is not empty then an alert will need to appear with the message "Customer has ongoing complaint - Please see notes". If the 'pop-up' field is empty, then end the execution of the JavaScript.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    Did you consider using form notifications (docs.microsoft.com/.../setformnotification) ?? you can write js code to get instruction from your field and display it using form notification ?? you can see my post for the same: http://himbap.com/blog/?p=2634

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