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Get Interaction/Appointment Count against record

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Posted on by Jacooooob 75


Hello,

I have a request to show an error message when a ribbon button is clicked.

This error message should only appear when there is less than 4 appointments/interactions against this record.

I am unsure on how to get this record count so I can conditionally show this error message.

Any ideas?

Thanks!

  • Jacooooob Profile Picture
    Jacooooob 75 on at
    RE: Get Interaction/Appointment Count against record

    Thanks that worked!!

  • Verified answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Get Interaction/Appointment Count against record

    Hi partner,

    It is possible to query the related appointments according to the current record form.

    We just need to get the current record id and use web api to query the related activities according to regording field.

    Here are the sample code for you.


    function getAppointmentCounts(executionContext){
        //get current record id
        var id = Xrm.Page.data.entity.getId();
        id=id.substring(1,id.length-1);
        var count=0;
        //get the related appointments' count.
        Xrm.WebApi.retrieveMultipleRecords("appointment", "?$filter=_regardingobjectid_value eq '"+id+"'").then(
            function success(result) {
            count=result.entities.length;
            alert(count);

        })
    }

    Pay attention that the "Regarding" field should be used as "_regardingobjectid_value" when filter it in web api.

    1541.pastedimage1570155222200v1.png

    Hope it helps.

    Best Regards,

    Leo

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