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How can I validate that a child record is added before user can move onto the next stage

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Posted on by bp3378

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How can i make sure that a child record has been entered before a field can be displayed on the parent form?

I have a purchase order form, where some info is entered and saved before the child form subgrid is shown. Then I want to make sure that a related child record (purchase detail) is entered and saved before the "complete" field is shown on the main form. Then when user selects complete and saved, the user can move on to the next stage in a BPF.

I believe this would need to be done with javascript or plugin. I would prefer JS if anyone has a solution. Even better if this can be done without any customization. Thanks.

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bp3378 190 on at

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RE: How can I validate that a child record is added before user can move onto the next stage

Thanks I will take a look at the links.
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RE: How can I validate that a child record is added before user can move onto the next stage

Hi bp3378,

There is no OOB way to achieve this. You can use the addOnPreStageChange to do this. Here is a blog about it: Dynamics BPF Javascript: NEW onPreStageChange Handler! (richardawilson.com)

And you need to check the count of child record: How to get the total record count of a grid in Dynamics 365? - CRM Crate