Validation across different forms - using javascripts or the best approach

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Posted on by nazimzia

Dear experts,

I have a question. I want to do validation across the forms using javascript or the best approach in dynamics. Business rules have limitation that it cannot be applied on muliple entities but only one entity. I am using javascript to do a proof of concept.

I need to validate if "Field1" on first form is equal to "Field2" on second form(entity), or the sum of Field 1 and Field2 is equal to Field 1 in second form(entity).

For example: I have created two custom entites using customisation - setting> entity area. For example

Entity1: Field1, Field2

Entity2: Field1, Field2

Each entity has its own set of fields and forms related to it. I understand, through javascript, I can use Xrm.Page.getAttribute("Field1").getValue() to get value of 1 field inside the form, but it seems it is only valid for that particular form context of Entity 1.

What I need to achieve is validation applied across two forms or three forms i.e. on
Entity1->Field2 = Entity1->Field1+ Entity2->Field1.

In other words, I need to validate if "Field1" on first form(entity) is equal to "Field 2" on second form(entity), OR the sum of form1-Field 1 and form2-Field2 is equal to form1-Field 2. Is it possible in dynamics.?

How can I get the reference of other entity/form in one javascript? Can someone guide me in right direction,

Kind regards,

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nazimzia 50 on at

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RE: Validation across different forms - using javascripts or the best approach

Thanks Mahendar, this make sense, as I need the reference of another forms so that I can check validation as per initial post. Yes, I am aware of the deprecation of XRM.Page api

So, there is no other way I can get the reference of Another forms in a form?
nazimzia 50 on at

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RE: Validation across different forms - using javascripts or the best approach

Hi Ambar, I do not have relationship between the entity. Actually One main Form, which will have all the forms linked to it. But the individual entities/forms are not connect to each other, but to a parent entity. I need to apply the validation rules on a particular form1, which looks into form 2 fields etc.

On the other hand one more question:

I believe, this can be done on custom portal, where you can apply validation on all entities like any HTML page. Can you pour some note to it?
nazimzia 50 on at

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RE: Validation across different forms - using javascripts or the best approach

Hi Goutam,

As I mentioned before, business rule can only be applied on one entity. The wording "all forms" on business rule is slightly confusing, as it only means, "all forms for that particular entity only".

My scenario as I mentioned, On the form UI, i need to apply validation across different entities forms.

Are you still saying, we can apply business rule across multiple entity.

On the other hand one more question:

Is it easily done on custom portal, where you can apply validation on all entities like any HTML page. Can you pour some note to it?

Kind regards,
gupta.ambar2009@gma... 797 on at

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RE: Validation across different forms - using javascripts or the best approach

If you have the relation ship b/w the entity then you can retrieve it .steps

1- Get the value of Lookup field

2- With lookup value ,you write a function to retrieve information from related entity
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gdas 50,091 Moderator on at

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RE: Validation across different forms - using javascripts or the best approach

I would suggest go for business rules first as there is multiple scope like forms, all forms and entity and this is easiest way no code approach.

If you set scope of business rules All Forms then you your rules will be applied for all forms no matter field exists or not. In case of JavaScript you must need to add the fields into forms.

Using business rules scope "Entity" you can apply logic server side as well so use business rules or no code approach as much as possible.

If your business logic is complex let's say you need to validate regex or some custom criteria with API go for JavaScript.

You can only get current entity reference using Xrm method, however you can retrieve data from another entity using API.

Hope this helps.
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Mahendar Pal 45,095 on at

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RE: Validation across different forms - using javascripts or the best approach

Hi,

Your assumption is correct using page context you can get current form field value, but you can use WebAPI call to query another entity, if there is relationship between these entity then you can use the GUID or you can query entity based on some specific condition to get field values from other entity and compare it. You can write your Web API request using github.com/.../CRMRESTBuilder tool

Also Xrm.Page is depreciated and will be removed soon in major release, You can find more details here: docs.microsoft.com/.../important-changes-coming

Let us know if you need more help.