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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Save form as Draft wit...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Save form as Draft without filling all mandatory fields

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Posted on by FaranSaleem91 20

Hi there,

I have a CRM form which has a lot of fields, now user cannot fill all these fields in one go. Hence, we have introduced another button which is Save As Draft, which will allow user to complete the application in pieces.

Now for this button, I want to let the user save the form and do not want to take out the mandatory check from the fields which will be required for completion of the application.

How can I achieve this via javaScript in D365?

I have the same question (0)
  • Suggested answer
    NODAL Profile Picture
    NODAL 860 on at

    Hi Faran,

    You can try below script to make required field optional just before save operation and applying requirement level after save completion.

    function saveAsDraft(formContext) {
    let requiredAttributes = [];
    formContext.ui.controls.forEach(control => {
        if (control["getAttribute"]&&control.getAttribute()?.getRequiredLevel()&&control?.getAttribute()?.getRequiredLevel()==="required") {
            requiredAttributes.push(control.getName())
            control.getAttribute().setRequiredLevel("none")
        }
    });
    formContext.data.save().then(() => {
        requiredAttributes.forEach(attribute => {
            formContext.ui.controls.getByName(attribute).getAttribute().setRequiredLevel("required");
        })
    });
}

    Thanks,

    Ketan

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    Hi FaranSaleem91,

    How about using the business rule?

    When the status reason is draft then make the columns optional, else make it required.

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