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Best way to use a process to not allow users to save form if one of 2 fields are not entered

Posted on by 275

Hi All,

I need to implement a change where if either field A or Field B is not populated, the form should not save. I am trying not to use a business process flow.

Ideas? I am very new to actions and dialogs but can find my way around workflows.

Thanks!

J

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  • Jay83 Profile Picture
    Jay83 275 on at
    RE: Best way to use a process to not allow users to save form if one of 2 fields are not entered

    I choose to use workflows as both fields had a default value (no cannot use a logic of if it is not populated). Worked a treat! Thanks!

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Best way to use a process to not allow users to save form if one of 2 fields are not entered

    Try with business rules-

    community.dynamics.com/.../313848

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Best way to use a process to not allow users to save form if one of 2 fields are not entered

    Hi J,

    You can use Real time workflow to display the error message which will restrict the user to save the changes. You basically need to have a check condition which check if both the fields ae blank then cancel the workflow with the error message.

    Take a look at this blog: survivingcrm.com/.../using-real-time-workflows-to-show-error-messages

    Hope this helps.

  • Suggested answer
    Pawar Pravin  Profile Picture
    Pawar Pravin 5,227 on at
    RE: Best way to use a process to not allow users to save form if one of 2 fields are not entered

    Hi Jawetha Nadaraja,

    Looks like you can use Javascript on save of record to check if field 'A' or 'B' having null value. Use prevent default function as mentioned in below blog:

    rajeevpentyala.com/.../preventdefault

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Best way to use a process to not allow users to save form if one of 2 fields are not entered

    Hi Jawetha Nadaraja,

    You can achieve this by creating a JavaScript function that runs on save of the form. The JavaScript function will need to check the values inside Field A and Field B and prevent save of the form if one of the fields is not populated.

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