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Hi
Hope somebody can help. I'm trying to create some code that checks an associated (let's call it 'Preference) record's value when selecting the same value from a new ('Preference') record for a contact. It should then display an error message if that value within an existing ("Preference') record exists. Sorry if that's a bit vague. New to this.
Any help would be super appreciated!
Hi,
may I ask, why don't you use a duplicate detection rule?
https://rocketcrm.co.uk/dynamics-365-duplicate-detection-rules/
It seems to me like the perfect choice to fulfill your requirement!
If you wanna do it using ha, then write down a function that retrieve the preference record and add a validation function like this:
hihaj.com/howto-client-side-validation-of-dynamics-crm-forms-1c84cd02c15a
Hope it helps!
If you found the answer helpful for you or other readers, please mark as Verified.
If you want to check/retrieve value from other record in JavaScript, you will have to use WebAPI to query that record. Take a look at the below article-
community.dynamics.com/.../get-lookup-value-from-other-entity-and-set-it-on-the-form-using-web-api-in-microsoft-dynamics-crm
Hope this helps.
The latter is probably favourable. Will give it a go when I get a chance.
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