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Dynamics 365 Community / Forums / Sales forum / Workflow to detect whe...
Sales forum

Workflow to detect when Phone Call record has a Phone Number less than 5 characters long

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Posted on by MichelleM 267

We have the basic 3CX integration and it creates call records for internal calls as well as external calls.

How would I go about setting up a workflow to check if the Phone Call has a Phone Number that is less than 5 characters long? I tried 'is less than' '9999' but it didn't seem to like that...

Thanks!

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  • Suggested answer
    Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at

    Hi MichelleM,

    You can do this via a Plug-in triggered / custom workflow activity triggered on the create & update of the phone call field.

    Within the plug-in you add the logic to check the formatting of the phone number and then follow you business processes (throw an exception, format the record properly, etc.)

    Hope this helps,

    Radu

  • MichelleM Profile Picture
    MichelleM 267 on at

    Thanks Radu, I think it's the logic I am having trouble with. How can I check the number of chars in the field in the workflow builder rather than whether the number is less than some value?

  • Suggested answer
    Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at

    Hi Michelle,

    One option you can explore is to create the phone number field as a Text Field.

    Once the record is created you can check the string length of the phone number field - see msdn.microsoft.com/.../system.string.length(v=vs.110).aspx

    for example

    string phoneNumber = entity["your_phone_field"].ToString();

if(phoneNumber.Length < 5)
{
    throw new InvalidPluginExecutionException("Phone number is lass than 5 characters long. Please enter a correct one");
}


    Hope this helps,

    Radu

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