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How can I validate records exist in a related records subgrid?

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Posted on by mykedeabreu

I am just getting started on Model Driven apps. I am creating an an app where users are requesting a new client be setup. I have a related table within a subgrid on the form where they can add contact information. Before the request can be submitted or moved to the next stage we require at least an email address and phone number. How can I validate this and possibly show a message to the user?

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Torrado 1,270 on at

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Hello

If I understood your scenario, you want to validate if the main record contains at least one contact information record associated and, if it doesn't, prevent the user to move to the next stage.

You can perform that validation by using a synchronous Workflow (extending with Custom Workflow Activity to check if the main record contains the related records) or a synchronous Plug-in (on PreValidation stage).

Hope this helps you.

Please mark the answer as verified if helpful.

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Ran Zhang Microsoft Employee on at

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Hi,

May I know if you tried using Business Process Flow to verify if an email address and phone number are entered?

Please refer to this post community.dynamics.com/.../is-it-possible-to-display-a-warning-message-on-bpf-when-a-field-value-is-not-entered.

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Mahendar Pal 45,095 on at

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You can validate record counts using skd or javascript (retrievemulitple request )and can validate based on the related records counts.

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Torrado 1,270 on at

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Hello Myke,

Do you need additional help? Any news?

If it's already clarified, and the answer was helpful, could you please mark it as verified? That will help others in future.

Thanks

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mykedeabreu 99 on at

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None of the suggestions are clear to me.

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MikeFarrant 7 on at

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I have the same problem - I realise this was a while ago but did you ever find a solution?

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Bipin D365 28,985 Moderator on at

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Hi,

I think you can register your plugin on your Business process flow Entity and check if record exist in Related entity .

Every BPF will have corresponding custom entity created by the system.

Stage field can be used to identify the current stage.

Lookup to your main Entity field will be used to validate related entity record.

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Best soundbar 10 on at

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Hey thanks for the super helpful reply. I'm not sure how I missed that thread. I haven't quite mastered the search function on here. I think I'll pass with him this time around. If i want any further guideline we will contact you here
https://community.dynamics.com/365/f /best-soundbar/dynamics-365-general-forum/p/1272457/

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