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Make field required on form, if a note has been added

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Posted on by Mattw112b

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Not sure if possible...

I have a form with a notes section on it where people will upload a completed document.

On the form itself I have a field for date completed.

I would like the date completed field to be required, but only after they add a note.

I could do this with power automate pretty easy, but it would take at least 30 second for it to trigger, complete, etc. then the person would also need to refresh the form int he browser... I would like them to enter a note and then instantly the date field becomes required before they leave the record.

I'm thinking I may be able to use a process to do this? Or maybe JavaScript?

The problem with process (I think) is that I have note sections on lots of other forms too... so would need a way to know when the note is added from that particular form... javascript maybe, but how would it trigger from the notes pane?

Thoughts?

Thanks,

Terry

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Mattw112b 385 on at

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RE: Make field required on form, if a note has been added

See below... also the text of the error is attached.

Like I said though it is clear that it wants the date field to have something in it, which shouldn't be until after the BR runs.

Plugin Trace:

[Microsoft.Xrm.Sdk.Workflow: Microsoft.Xrm.Sdk.Workflow.Activities.UpdateEntity]
[UpdateStep3]

[Microsoft.Crm.ObjectModel: Microsoft.Crm.ObjectModel.SyncWorkflowExecutionPlugin]
[9452e859-ca70-ec11-8943-0022480a90da: ]
Starting sync workflow 'Set Note Added', Id: 8752e859-ca70-ec11-8943-0022480a90da
Entering ConditionStep1_step:
Entering SetFieldRequiredLevelStep1_step:
Sync workflow 'Set Note Added' terminated with error 'Attribute 'new_reviewdate' cannot be NULL'

Error Message:

Exception type: Microsoft.Xrm.Sdk.InvalidPluginExecutionException
Message: Attribute 'new_reviewdate' cannot be NULL

-- End stack trace --
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Bipin D365 28,961 Moderator on at

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RE: Make field required on form, if a note has been added

Hi,

Would you be able to share the screenshot of an error to check this further?

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Mattw112b 385 on at

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RE: Make field required on form, if a note has been added

Yes, created a two option set with default of No.

Then BR:
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Bipin D365 28,961 Moderator on at

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RE: Make field required on form, if a note has been added

Hi,

Strange behavior.

Even if BR kicks off, it would check if 'Is Notes Added' is Yes but in this case the value will be No so it will not set the field required.

I hope you are making field Business Required and not settings any field value. Please refer my BR screenshot.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Mattw112b 385 on at

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RE: Make field required on form, if a note has been added

So, followed the instructions. But process is failing. It says it is failing because the field (being set in the BR) is required so it cant complete?? Seems like the process flow should complete successfully first, then the business rule would kick off? But instead it seems that the BR is kicking off before the process completes 100% and wants that field to have a value? I verified by deactivating the BR and then trying again and it worked as far as setting the IsNoteAdded Field to yes.

Thoughts?
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Bipin D365 28,961 Moderator on at

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RE: Make field required on form, if a note has been added

Hi,

Create a field IsNotesAdded two optionset on your main entity. Now create real time workflow which will trigger on create of Notes.

Now check if Is Notes Added if blank or No then update Is Notes added field value to Yes.

Now create Business Rule and Set Scope as Entity as shown below -

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/