Hi - I created a business rule that works fine on new opportunities setting a field as required. (I just want it on this form, not globally.) However, on existing opps this doesn't work. Any ideas? Thanks
*This post is locked for comments
Alex - thank you. I commented out the two lines and the field is now always required. Learned something new also, although I don't understand the JS. When I copied the form which contained the JS, the fields were never required until I attached the business rule that does the same thing. I'm not a developer so I'm not confident just removing it.
I think you've found the problem.. In the ComputeRequiredFields there are two calls which will reset required level for the delivery organization. If you are switching to the business rules, here is what I would probably do:
- Create a copy of that form (save for as etc) so you don't break the original
- In the CRM form designer, go to the "Form Properties" and remove all event handlers from the Form "Onload"
- Save and publish
You'll likely need to recreate some of what the javascript is doing in the business rules after that
Or, you might simply remove these two lines from the javascript web resource:
Xrm.Page.getAttribute('new_deliveryorganization').setRequiredLevel("recommended");
and
Xrm.Page.getAttribute('new_deliveryorganization').setRequiredLevel("none");
Then save and publish all.
This will take care of that particular field, but the javascript will still be running for other fields
I found this on the form under Events. I don't know JS but it looks like it is setting field requirements that are being accomplished with a business rule. My guess is this is from our old version. How can I tell if this is still active?
function Form_onload() {
Xrm.Page.getAttribute("stepname").setSubmitMode("always");
Xrm.Page.getAttribute("new_enddatecalculated").setSubmitMode("always");
ComputeRequiredFields();
}
function DisablePriceList() {
var PriceList= Xrm.Page.data.entity.attributes.get("pricelevelid");
PriceList.setRequiredLevel("none");
}
function ComputeEndDate() {
if (Xrm.Page.getAttribute("new_startdate").getValue() == null || Xrm.Page.getAttribute("new_durationinmonths").getValue() == null) {
Xrm.Page.getAttribute("new_enddatecalculated").setValue(null);
return;
}
var startDate = Xrm.Page.getAttribute("new_startdate").getValue();
var duration = parseInt(Xrm.Page.getAttribute("new_durationinmonths").getValue(), 10);
if (duration >= 0) {
startDate.setMonth(startDate.getMonth() + duration);
Xrm.Page.getAttribute("new_enddatecalculated").setValue(startDate);
}
}
function ComputeRequiredFields() {
if (Xrm.Page.getAttribute("new_probability").getValue() >= 4) {
Xrm.Page.getAttribute('new_startdate').setRequiredLevel("recommended");
Xrm.Page.getAttribute('new_billingterms').setRequiredLevel("recommended");
Xrm.Page.getAttribute('new_durationinmonths').setRequiredLevel("recommended");
Xrm.Page.getAttribute('new_deliveryorganization').setRequiredLevel("recommended");
Xrm.Page.getAttribute('estimatedvalue').setRequiredLevel("recommended");
Xrm.Page.getAttribute('estimatedclosedate').setRequiredLevel("recommended");
} else {
Xrm.Page.getAttribute('new_startdate').setRequiredLevel("none");
Xrm.Page.getAttribute('new_billingterms').setRequiredLevel("none");
Xrm.Page.getAttribute('new_durationinmonths').setRequiredLevel("none");
Xrm.Page.getAttribute('new_deliveryorganization').setRequiredLevel("none");
Xrm.Page.getAttribute('estimatedvalue').setRequiredLevel("none");
Xrm.Page.getAttribute('estimatedclosedate').setRequiredLevel("none");
}
}
function new_probability_onchange() {
var probability = (Xrm.Page.getAttribute("new_probability").getValue()) ? Xrm.Page.getAttribute("new_probability").getValue().toString() : "";
switch (probability) {
case '2':
Xrm.Page.getAttribute("stepname").setValue('Prospect 10%');
break;
case '3':
Xrm.Page.getAttribute("stepname").setValue('Qualify 25%');
break;
case '4':
Xrm.Page.getAttribute("stepname").setValue('Cover the Bases 50%');
break;
case '5':
Xrm.Page.getAttribute("stepname").setValue('Present Solution 75%');
break;
case '6':
Xrm.Page.getAttribute("stepname").setValue('Confirm 90%');
break;
case '7':
Xrm.Page.getAttribute("stepname").setValue('Booked');
break;
default:
Xrm.Page.getAttribute("stepname").setValue('');
break;
}
ComputeRequiredFields();
}
function new_startdate_onchange() {
ComputeEndDate();
}
function new_durationinmonths_onchange() {
ComputeEndDate();
}
function stepname_onchange() {
}
That's correct. Even for new ones where the field was required, I can re-open them and blank out the field. The field is an option set if that makes a difference.
Name is required and Delivery org isn't starred as required until I enter the name.
Hi kbearhome,
I guess I'm just trying to confirm if the form you are looking at is the form that rule applies to(don't see form name on the original screenshot). Parts of the form that would be interesting are:
- Form name at the top left corner - if it matches the form name for the rule
- Opportunity name field (if there is a value)
- Delivery organization field (if it's required or not)
If you've checked all that, just ignore it, though.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (