Options to perform Client Side/ Server Side validations on portal forms

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Posted on by RaviKashyap

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Hi,

I have configured Customer Service portal and have some requirements to put client/ server validations and display error message when users submit the web form.

How can these be achieved?

For example,

1) Show error 'Field not populated' if a particular field is not populated

2) Show error 'No records exists in Sub entity' if the child entity doesn't contains any records.

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Emmaneul James Abraham 727 on at

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Hello Ravi

In Web form Step under Custom javascript you can use below jquery function to validate fields, like below.

if (window.jQuery) { (function ($) { if (typeof (webFormClientValidate) != 'undefined') { var originalValidationFunction = webFormClientValidate; if (originalValidationFunction && typeof (originalValidationFunction) == "function") { webFormClientValidate = function () { originalValidationFunction.apply(this, arguments); if ( $("#new_number").val() != "") { EmptyValidationMessage(); $("#ValidationSummaryEntityFormView").html("Number Field is empty"); $("#new_number").focus(); $("html, body").animate({ scrollTop: 0 }, "slow"); return false; } //return false; // to prevent the form submit you need to return false // end custom validation. return true; }; } } }(window.jQuery)); } function EmptyValidationMessage() { $("#ValidationSummaryEntityFormView").empty(); $("#ValidationSummaryEntityFormView").show(); }

Thanks

James

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ashlega 34,477 on at

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Hi Ravi,

from the server validation standpoint.. What if you had a real-time workflow/plugin to do the validations? Would that error be displayed in the portal?

(I have not tried, but I'm just curious to know.. will try later.. however, since the portal is talking to Dynamics "directly", I'm assuming such validations will kick in)

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Emmaneul James Abraham 727 on at

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Hello Alex

I guess Plugin / work flow validation errors will be shown as fatel Errors (generic error message with unique ID) at portal end, it will be bit difficult to show proper validation error message if we go with this approach.

Thanks

James

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ashlega 34,477 on at

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Hi Emmaneul,

you are correct. I just tried - it does display that error as a generic error message..

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RaviKashyap 55,410 Moderator on at

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Thanks Emmaneul,

Will this only work for Web Form Step or can the same be used in Web Pages as well? I will try this.

Any thoughts on achieving server side validations?

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Parashuram 381 on at

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For server side validation, Web form or pages need to be integrated with sdk.

I feel this will not possible by either javascript or Plugin/workflow.

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RaviKashyap 55,410 Moderator on at

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Thanks Parashuram.

Could you share some details on how to integrate web form or pages with SDK?

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Parashuram 381 on at

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Hi Ravi, I assume that u r developing portal forms in .net component then in the web solution add required sdk assemblies. Do server side operation like checking data in entity and all.Give appropriate message after validation.

If u r doing it in adx portal or now it's the part of D 365, need to do R and D to me.

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Arpit Shrivastava 7,518 User Group Leader on at

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Hi Ravi,

If you want to perform Client Side Validations, you can refer my below article for the same :

http://arpitmscrmhunt.blogspot.in/2017/01/client-side-validation-using-javascript.html

If you want to put conditions based on current form fields then you can directly use Client side validations while If you want to perform validations based on some other entities data in that case you can use Synchronous Odata to fetch the result and then use the same validations as mentioned above.

You do not have server side code handler in CRM Portal, though you can use Odata to fetch data and put conditions based on that.

For use Odata in Adxstudio/CRM Portal - Refer my below article:

http://arpitmscrmhunt.blogspot.in/2016/12/adxstudio-portal-how-to-use-odata.html

Cheers

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RaviKashyap 55,410 Moderator on at

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Thanks Arpit. Will try these options.

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