Make field Required on Completion of Phone Call

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Posted on by AdamBrown55

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I have an issue where I have a field "Follow Up Type" which is used in a Workflow to create a follow up Appintment or Phone Call, at the moment I have this set to a required field however I want it to only be required when the call is completed.

i.e. User can open the call and close without populating (When checking ahead in their work etc...) but when they complete the call they must select the Follow Up type or no follow up needed, obviously I don't really want them to pick No follow Up needed before completing the call as otherwise they would most likely keep this status and not schedule a follow up

I hope this makes sense?

Thanks for any advice you can give.

Adam

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Conor Gallagher 715 on at

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I would do this using a plugin, because it's not always a required field. The problem is that the only way you can capture and hook into the completing of a phone call is via a plugin.

If I recall correctly you need to hook into the Pre event of SetStateDynamic or something like that. Then check what they've set in your required field and if it's not a valid setting throw an exception.

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GL-23071537-0 on at

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Hi Adam,

I believe this can also be done with JavaScript on save of the phone call, check if Status is completed, then prompt the user.

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AdamBrown55 895 on at

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Thank you for coming back to me.

I'm not entirely sure how to do this, is it entered in the Phone Call Entity Form Properties Window? or does the Javascript need to be entered elseware?

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Conor Gallagher 715 on at

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Gretchen is correct, you can achieve this via JavaScript (I didn't know the Mark as complete triggered the OnSave event!)

You need to trigger a javascript function in the OnSave event of the form. Take a look at this blog post, it will guide you how to do this:

blogs.infinite-x.net/.../crm-2011-canceling-the-save-operation

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Mark Spiers 1,085 on at

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Conor has the slightly more correct answer,

yes it can be done with both javascript and using a plugin.

however here is the difference.

A plugin will fire no matter how the field gets updated (configurable), webserice endpoint, web client, outlook etc.

javascript will ONLY fire on webclient/outlook (But, (and correct me if i am mistaken) i believe NOT during outlook offline playback mode ).

so, if you use offline mode, or have other ways of updating this field that is not on the webclient, then i would advise a plugin.

if you only use the webclient/outlook online mode then i would also suggest javascript.

Regards,

Mark

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AdamBrown55 895 on at

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Hi we are using webclient only so think JScript would be ok, I am not used to using JScript as most of my previous work has been in VB but I am adding the code below to a new .js library.

Does this seem right?

function Form_onsave(executionObj)
{
    var shouldSave = if(New_FollowUpType = '')

    if (shouldSave)
    {
        if(Status = ‘Completed’)
{
alert("Please Provide a Follow Up.");

        executionObj.getEventArgs().preventDefault();
}
      }
}

Thanks

Adam

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Conor Gallagher 715 on at

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Not quite. When accessing attributes on the form you need to go through the Xrm object to get the attributes, something like this:

Xrm.Page.getAttribute('New_FollowUpType').getValue() ;

Unfortunately you need to be a bit smarter about the state, because if you look up the statecode attribute it will still say "0" which means it's open. This is because your event is firing at the validation stage so the status hasn't updated yet. Instead you must check if the event.Mode is 58 (which is Save as Complete). Here's some reference material on the Form OnSave you might find useful: http://msdn.microsoft.com/en-us/library/cc150868.aspx

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AdamBrown55 895 on at

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Ok, From Looking around the help pages you suggested I have come to this:

function Form_onsave(executionObj)
{
    if(crmForm.getAttribute('New_FollowUpType').getValue(); = '')
    {
        if(crmForm.event.mode; = 58)
{
alert("Please Provide a Follow Up.");

        executionObj.getEventArgs().preventDefault();
}
      }
}

They say that you can use the crmForm reference as it is refering to its own entity, Is this right? or should I enter it like var shouldSave = if(Xrm.Page.getAttribute('New_FollowUpType').getValue() ; = '')

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Conor Gallagher 715 on at

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Actually, crmForm is a CRM 4.0 object and only exists for backward compatibility. It's my fault you came across this as now I notice I linked you to the CRM 4.0 version of the SDK reference by mistake!

For CRM 2011 version of the sdk reference see here instead. I've linked directly to Form Scripting which is a similar page in the CRM 2011 reference: msdn.microsoft.com/.../jj602964.aspx

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AdamBrown55 895 on at

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Think perhaps this is just going to be a bit beyond me at the moment, I entered the code

function Form_onsave(executionObj)
{
•     var shouldSave = if(Xrm.Page.getAttribute(“New_FollowUpType”).getValue() ; = '')

    if (shouldSave)
    {
        if(Xrm.Page.event.mode; = 58)
{
alert("Please Provide a Follow Up.");

        executionObj.getEventArgs().preventDefault();
}
      }
}

into the Web Resource Content box on the entity form but eneded up getting the following error when opening the form (And again when trying to complete the call.

"There was an error with this field's customized event"

Field: Window

Event: Onload

Error: Object Expected

Think I may have to abandon this as I am obviously having an affect on other areas of the code, Maybe to do with creating a second .js Library? So learning a new system and a new language at the same time may have been a bit too much.

Thanks anyay.

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