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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!

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Jacooooob 75 on at

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RE: Get Interaction/Appointment Count against record

Thanks that worked!!

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Verified answer

LeoAlt 16,331 Moderator on at

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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.

Hope it helps.

Best Regards,

Leo

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