Custom Validation Script in Go Live button is not working

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Posted on by Audrey Amelia

Hi D365 Expert,

I want to add custom script in Go Live button. The script contains simple validation. The scenario like below :
If new_customfield equals null then show error message (I tried using Xrm.Navigation.openAlertDialog and formContext.ui.clearFormNotification) and not continue to become going live. The customer journey should be on draft state because the journey didn't pass from validation.

But in actual, the customer journey just continue the process and become Going Live then Live.

I have looking for executionObj value parameter so I can put getEventArgs().preventDefault(). But unfortunately, I didn't find executionObj value.

I also put this validation in plugin PreStateDynamics but the process still continue and no rollback.

So, does anyone know how the validation can work in Go Live button?

Please advice and thank you.

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Answers (1)

cloflyMao 25,210 on at

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Hi Audrey,

From your scenario: simple validation for whether a custom field be filled, you might not need a custom script to ribbon button to perform such validation.

Instead, you could build a simple OOB business rule for it.

1. Open Business Rule menu in form editor

2. Set the trigger be custom field does not contain data

3. Add Show error message action if custom field is blank

4. Save and Active it

5. When you click Check for errors, even thought it will say customer journey pass the error checks,

but when you Go Live, the validation will happen before Go Live event to prevent publish.

Error notification will display as notification bar and a text box under the field.

Regards,

Clofly

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Audrey Amelia 65 on at

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Hi Clofly,

Thank you for your advice.

Unfortunately, the business rule is still not answering what we need. If we use business rules to show the error message, it will prevent users from saving the customer journey.

What the requirement is, users still allow save the customer journey without filling the new_customfield, but when the users want to Live the journey, the new_customfiled must be filled.

That's why we use custom scripts to show the error message.

Thank you

Audrey

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cloflyMao 25,210 on at

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Hi Audrey,

As we could found that MSDynCrmMkt.MktSvcStageSwitching.goLive is command for Go Live a customer journey.

Then(make a copy button and hide OOB button is better):

delete original script action and only remain our own script action,

then just call this command in our snippet:

It works well in my environment.(It seems that CRM will find parent web resource for the OOB command automatically)

Regards,

Clofly

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Audrey Amelia 65 on at

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Hi Clofly,

It looks like make sense. Well, I'll try it then will back soon.

Thank you for your advice.

Audrey

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Audrey Amelia 65 on at

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Hi Clofly,

I followed your steps and it works well.

Thank you for the solution. I really appreciated.

Regards,

Audrey

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cloflyMao 25,210 on at

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Hi Audrey,

It's glad that your problem has been solved.

Regards,

Clofly

If you had found the answer resolved your issue, please kindly mark as verified, it would be greatly appreciated.

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