Need logic to look at a subgrid and it needs to contain at least 1 record before form can be saved

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Posted on by USA80

I have a form and in that form is a subgrid. A request came in saying a user needs to add at least one record into this subgrid before the overall form can be saved.

How can I do this so that the logic looks at the subgrid and sees at lease one record in there and then allows the user to save the form?

Can this be done from a workflow or Business Rule or script?

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meelamri 13,216 User Group Leader on at

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Hi,

You need a JS code that will run when the form is saved. CRM currently supports asynchronous operations for the save event. You can take advantage of this feature to check if the grid contains data by executing a retrieveMultiple. If the result is empty then you cancel the save.

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Nya 29,060 on at

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Hi,

First of all, if the save action you mentioned means creation, the request cannot be achieved because the sub-grid records are based on a relationship between entities.

If it means updating, you can try to achieve your request with a real-time workflow with importing Dynamics 365 Workflow Tools Solution.

For example, update Account record only when there is at least one Contact in the Sub-grid.

Import Dynamics 365 Workflow Tools Solution. There is a “Count Child Entity Record” feature which is not an OOTB method in workflow.

Create a real-time workflow targeting at Account entity.

Trigger the workflow before the record is updated. (Select all fields.)

Get the count of the child records with the field in their relationship.

Add a condition: When the count equals 0. The value can be found in the following location.

Cancel the workflow. You can set the error message in “Set properties”

After activating the workflow, when an account without related contacts is updated and the Save button is clicked, an error message will be shown and the updating will be terminated.

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