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ReportHello,
How to configure the display of content parameters associated with the user's division in the customer journey?
Thank you for your help.
Regards.
Fa
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Hello,
How to configure the display of content parameters associated with the user's division in the customer journey?
Thank you for your help.
Regards.
Fa
Hi Fa,
Does "user's division" refer to business unit of the current user?
If so, it could be done with custom JavaScript function.
1. Open a content settings record to get its GUID.
2. In Customization page(Advanced Settings > Customizations), create a JScript web resource and add code below to its content.
With this sample code, if business unit name of the current user is equal to 'CloflyBU', then set the Content settings field of the customer journey to a specific one.
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function setDefault(executionContext) {
// Get current user ID
var userSettings = Xrm.Utility.getGlobalContext().userSettings;
var userid = userSettings.userId.replace(/[{()}]/g, '');
console.log(userid);
// Retrieve business unit of the current user
Xrm.WebApi.retrieveRecord("systemuser", userid, "?$select=_businessunitid_value").then(
function success(result) {
var businessUnitName = result["_businessunitid_value@OData.Community.Display.V1.FormattedValue"];
if (businessUnitName === 'cloflyBU') {
var contentSettings1 = new Array();
contentSettings1[0] = new Object();
contentSettings1[0].id = '73c8f2d1-b43a-eb11-a813-000d3a80c481';
contentSettings1[0].name = 'My Content Settings';
contentSettings1[0].entityType = "msdyncrm_contentsettings";
var formContext = executionContext.getFormContext();
formContext.getAttribute("msdyncrm_contentsettingsid").setValue(contentSettings1);
}
},
function (error) {
console.log(error.message);
}
);
}
3. Insert the web resource to Customer Journey > Information form, then enable our custom function at OnLoad event of the form.
Save and publish the form to check whether the code works.
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