Verifying field against another field in another entity

(0) Share

Report

Posted on by Ahmad Saud

790

Dear all

i do have a custom entity in which one of its field (normal field ,not Name or any primary field) needs to be verified against a value from another field on another entity.

something similar to the lookup field, but i need the lookup value is not the primary key of the other entity, it is just a normal field. how to do this?

thanks,

Categories:

Customization / Solutions / SDK and API

I have the same question (0)

All responses (9)

Answers (1)

LeoAlt 16,331 Moderator on at

Like (0)

Report

RE: Verifying field against another field in another entity

Hi partner,

You could try Business Rule.

Open the entity form editor and click "Business Rule".

Create a new one.

You could add conditions and actions with your needs like if xxxx then xxxx

For example, if accountname="michale", then phonenumber="123456".

Refer to the following link for more detail.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-business-rules-recommendations-apply-logic-form

Hope it helps.

Best Regards

Leo

Was this reply helpful? Yes No
Ahmad Saud 790 on at

Like (0)

Report

RE: Verifying field against another field in another entity

thanks, but the field i need to check against is in another entity. please double check.

Was this reply helpful? Yes No
Suggested answer

gdas 50,091 Moderator on at

Like (0)

Report

RE: Verifying field against another field in another entity

Hi Ahmad ,

When you want to verify another entity fields is it onchange or onsave ?

If its onchange then use CRMRestbuilder to retrieve the value based on selected field and set form notification in the UI.

If you need to validate onsave you can write simple plugin to validate the field value.

Was this reply helpful? Yes No
LeoAlt 16,331 Moderator on at

Like (0)

Report

RE: Verifying field against another field in another entity

Hi partner,

Sorry for my carelessness.

What are the two fields' types? Lookup, option set or others?

Could you kindly share your complete requirement so that we could help you better?

Best Regards

Leo

Was this reply helpful? Yes No
Ahmad Saud 790 on at

Like (0)

Report

RE: Verifying field against another field in another entity

Hi Goutam

i need to the the validation on saving , better on leaving the textbox itself before even saving.

is there anyway to do it without writting a plugin?

thanks,

Was this reply helpful? Yes No
Ahmad Saud 790 on at

Like (0)

Report

RE: Verifying field against another field in another entity

please check the attached hand drawing to explain.

i need to verify the field on leaving the field (after filling the text) or on save.

thanks

Was this reply helpful? Yes No
Ahmad Saud 790 on at

Like (0)

Report

RE: Verifying field against another field in another entity

Actually, let me put my question differently, HOW i can make a lookup view on a different field other than NAME field? is this possible?

Was this reply helpful? Yes No
LeoAlt 16,331 Moderator on at

Like (0)

Report

RE: Verifying field against another field in another entity

Hi partner,

As I known, we could customize the columns of look up view as we need, so that we could see all fields that we want in custom lookup view not just the Name filed.

According to your question, I wonder if you mean you want to search in lookup view with other fields like Tel, address...?

If so, we could open the entity's Quick find view and Add find columns.

For example, I want to search main phone in account lookup filed, I should do the following steps.

If that's not what you mean, please kindly share more information.

Hope it helps.

Best Regards

Leo

Was this reply helpful? Yes No
Verified answer

gdas 50,091 Moderator on at

Like (0)

Report

RE: Verifying field against another field in another entity

Hi Ahmad ,

You can do using real time workflow if there is any relationship between two entity. For example you have two entity called Category and SubCategory. Both entities having custom field called "categoryname" and "subcategroyname".Lets assume both entity have a relationship between category and subcategory 1: N , where in subcategory end you have a category lookup. Now you want to restrict create new subcategory with "subcategroyname" which matches with "categoryname ". For this scenario you can validate and show error message without any code , using OOB workflow.

Here is the real time workflow I have created on create and field change event of the subcategory entity.

In the check condition I choose where subcategoryname equals under category lookup find the categoryname.

Then I choose the field name categoryname as value

Here is the result .

Hope this helps.

Was this reply helpful? Yes No