Need help stopping a user from saving when the same "Resource" has been entered in a grid more than once

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Hello, in my "Opportunity" form, I have a "Sales Quota Distribution" entity grid. This grid contains a "Resource" field, which is a lookup to the User entity. I want to stop users from saving when the same "Resource" has been entered in the Sales Quota Distribution grid more than once. How can I do this?

Thanks!

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rthompson 1,532 on at

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RE: Need help stopping a user from saving when the same "Resource" has been entered in a grid more than once

You can using a plugin on pre-validate or pre-operation.

Or

You can using javascript by creating a original variable.

Create a global variable var origDataSheetStage = null;

Then create a load function and OnChange that would do something like this

function LoadForm(executionContext) { var formContext = executionContext.getFormContext(); // get formContext var dataSheetStage = formContext.getAttribute('new_datasheetstage').getValue(); if (dataSheetStage !== null) { origDataSheetStage = dataSheetStage; } } function OnChange(executionContext) { var formContext = executionContext.getFormContext(); // get formContext var dataSheetStage = formContext.getAttribute('new_datasheetstage').getValue(); if (dataSheetStage != origDataSheetStage && dataSheetStage > 0) { formContext.getAttribute.setValue(origDataSheetStage); } }

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RE: Need help stopping a user from saving when the same "Resource" has been entered in a grid more than once

@rthompson, Thanks!

I am not experienced with plugins, do I just download the latest version of Visual Studio, open up a "Class Library (.NET Framework)" project, paste this code in there with the correct field names?

Also, would it be possible to use this code as an OnLoad event web resource instead?

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Marco.P 2,405 on at

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RE: Need help stopping a user from saving when the same "Resource" has been entered in a grid more than once

Hi tgiard,

the code posted by rthompson is javascript and you cannot paste it and use it for your plugin.

Also plugin run server side, so you can trigger then on "message" like pre-validate or pre-operation.

Instead you can call javascript function on OnLoad and OnSave event.

Here's some useful links :

carldesouza.com/.../

theonedynamics.com/.../

Hope it helps!

If you found the answer helpful for you or other readers, please mark as Verified .

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Community Member on at

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RE: Need help stopping a user from saving when the same "Resource" has been entered in a grid more than once

Thank you @Marco.P. I created an "OnLoad" event using the LoadForm function but received the following error:

Any ideas how I can get rid of this error? Could it be because my Resource field has a lookup field type?

Below is my code for the OnLoad event. All I changed is the field name:

function LoadForm(executionContext) {

var formContext = executionContext.getFormContext(); // get formContext

var dataSheetStage = formContext.getAttribute('new_resource').getValue();

if (dataSheetStage !== null) {
origDataSheetStage = dataSheetStage;
}
}

Thanks!

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rthompson 1,532 on at

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RE: Need help stopping a user from saving when the same "Resource" has been entered in a grid more than once

Hi tgiard,

What type of field is the "new_resource"?

Also in the form or field did you check this box?

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Community Member on at

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RE: Need help stopping a user from saving when the same "Resource" has been entered in a grid more than once

Yes, I did check the box. “New_resource” is a lookup field to the User entity.

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rthompson 1,532 on at

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RE: Need help stopping a user from saving when the same "Resource" has been entered in a grid more than once

Are you using in the javascript code "New_resource" or "new_resource"?

Should be "new_resource".

This should work. It is standard code.

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RE: Need help stopping a user from saving when the same "Resource" has been entered in a grid more than once

I am using "new_resource". I'm wondering if the issue is occurring because I am loading the "Opportunity" entity form, which contains a "Sales Quota Distribution" entity grid. The "new_resource" field is in the "Sales Quota Distribution" entity. Could that be the issue?

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rthompson 1,532 on at

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RE: Need help stopping a user from saving when the same "Resource" has been entered in a grid more than once

If you could send a some screenshots that would be very helpful to help you with your issue.

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Community Member on at

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RE: Need help stopping a user from saving when the same "Resource" has been entered in a grid more than once

Yes, please see screenshot below:

You'll notice I am opening an "Opportunity" form, which has a "Sales Quota Distribution" entity grid in it. One Opportunity record can be associated to many Sales Quota Distribution records. I'd like to be able to check if there are more than 1 of the same "Resource" in the Opportunity form's Sales Quota Distribution grid, and prevent the user from saving/show an error message if there are.

Hope that helps!

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