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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Prevent you from movin...
Microsoft Dynamics CRM (Archived)

Prevent you from moving forward in the business process flow

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Posted on by Ricardo Rodrigues d... 694

Good afternoon everyone,

Within my Opportunity I have a Competitor grid that needs to have at least one Competitor linked to Opportunity.

And I also have the Business Process flow, I need that if you do not have at least one Competitor linked to the Opportunity, you can not advance to the next stage in the Business Process Flow.

Is this possible? I need to do this via Java Script

Tank You

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I have the same question (0)
  • Jeet Gandhi Profile Picture
    Jeet Gandhi 320 on at

    Hi,

    Yes it is possible. It can be in the way like on change of the field "stageid" Javascript code can be executed that retrieves the related Competitors entities. If the count of the retrieved entities is 0 then prevent the record from getting saved.

    To retrieve related records, there are several options:

    1.. FetchXml

    2.  Web API call

    To prevent the record from saving, please refer below link:

    neilparkhurst.com/.../javascript-prevent-save

    I hope it would be helpful.

    Please mark the answer if helpful

    Thank you,

  • Ricardo Rodrigues dos Santos Profile Picture
    Ricardo Rodrigues d... 694 on at

    Hello thanks for the reply

    The part of retrieving related records via FehtchXml and API I can do a retrieve and verify, however the hardest part is to prevent the business process flow coming forward and if I am not mistaken the function:

    1 .. FetchXml

    2. Web API call

    function onSave (context) {

       var saveEvent = context.getEventArgs ();

       if (Xrm.Page.getAttribute ("telephone1"). getValue () == null) {

         // *** Note: I'm using an alert to test a notification maybe better!

         alert ("Put in a phone number!");

         saveEvent.preventDefault ();

       }

    }

    And for the form and not the right business process flow?

    Could you tell me the shape of the business process flow?

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi Ricardo ,

    Try with this - 

    //Register below method in on load 
function StageChangeOnload() {
    Xrm.Page.data.process.addOnStageChange(checkSelectedStage);
}

function checkSelectedStage() {
    var result = true;
    var stageName = Xrm.Page.data.process.getSelectedStage().getName().toString().toLowerCase();
    var stageID = Xrm.Page.data.process.getSelectedStage().getId();
    if (stageName == "Advance") {
        Xrm.WebApi.retrieveMultipleRecords("account", "?$select=name&$top=3").then( // Add filter criteria as per requirement
        function success(result) {
            if (result.entities.length > o) {
                Xrm.Page.ui.clearFormNotification("2001");
                result = true;
            }
            else {
                Xrm.Page.ui.setFormNotification("Please add at least one competitor", "INFO", "2001");
                result = false;
                return;
            }

        },
        function (error) {
            result = false;
            console.log(error.message);
        }
   );

        return result;

    }
}
  • Suggested answer
    Jeet Gandhi Profile Picture
    Jeet Gandhi 320 on at

    Hi,

    For that, I think you can implement the same logic on save of the form. Like on save you validate if "stageid" is dirty or not. If it's dirty, then retrieve the related competitors and validate the count.

    If the count is 0, prevent the record from saving using the above code.

    Note, if you prevent the code from saving, the stage of the BPF will not get updated.

    Please mark the answer if helpful.

    Thank you,

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