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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Notify a user when the...
Microsoft Dynamics CRM (Archived)

Notify a user when they open a record.

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Posted on by opticshrew 145

Hi folks,

I want to notify a user to enter some information (voluntarily) when accessing the case record.

Does anyone have experience doing this, it could be a popup, banner, text etc..

Thanks,

J

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  • opticshrew Profile Picture
    opticshrew 145 on at
    RE: Notify a user when they open a record.

    Perfect, thanks!

    J

  • Verified answer
    T.I.A Profile Picture
    T.I.A 1,760 on at
    RE: Notify a user when they open a record.

    No worries. Add the javascript to a web resource and call your function using the on load event handler

    4251.form-properties.PNG

  • opticshrew Profile Picture
    opticshrew 145 on at
    RE: Notify a user when they open a record.

    Hi T.I.A,

    I think that's what I'll need to do. How do I add that in?

    Sorry for my incompetence :D

    Thanks,

    J

  • Verified answer
    T.I.A Profile Picture
    T.I.A 1,760 on at
    RE: Notify a user when they open a record.

    you could either use Javascript running on load of the form, this will make a notification banner appear at the top of the form:

    Xrm.Page.ui.setFormNotification(“This is an INFORMATION notification.”, “INFORMATION”)

    or dialog pop up:

    var alertStrings = { text: "successfully checkedin." };

    var alertOptions = { height: 120, width: 260 };

    Xrm.Navigation.openAlertDialog(alertStrings, alertOptions).then( function () { }  );

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