Dynamics Community Forum Thread Details

Display form notification on lead based on value from the selected account?

Hi,

I wan't to display a form notification (Warning) based on a value from the target record selected in a lookup field.

Ex. on leads i wan't to show a warning message in the top of the form if the field "Credit Hold / creditonhold" is set to yes for the selected account (Parent Account for lead / parentaccountid).

I found some guidance with javascript - hower this only covers if the field is on the same record. In this example it needs to load the value from the selected account. Maybe the guidance can be modified?

Dynamics 365 form level notification using JavaScript – Dynatecon Solutions

You can do this in javascript. If you're after a value on a related field you should first use formContext to grab the account ID on the lead and then call a separate function using the web API to return the credit hold field from accounts. Remember though the web API is asynchronous so you'll need to factor that in when calling.

It should look something like this:

// Create namespace

var Test = Test || {};

// Add a function to the namespace

Test.getCreditHoldAccount = function (accountId) {

return new Promise((resolve, reject) => {

var req = new XMLHttpRequest();

req.open("GET", Xrm.Utility.getGlobalContext().getClientUrl() + `/api/data/v9.2/accounts(${accountId})?$select=creditonhold`, true);

req.setRequestHeader("OData-MaxVersion", "4.0");

req.setRequestHeader("OData-Version", "4.0");

req.setRequestHeader("Accept", "application/json");

req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");

req.onreadystatechange = function () {

if (this.readyState === 4) {

req.onreadystatechange = null;

if (this.status === 200) {

var result = JSON.parse(this.response);

console.log(result);

// result of the Web API call

resolve(result["creditonhold"]);

} else {

reject('error message?')

}

};

req.send();

});

}

// Calling function

Test.callingFunction = async function (executionContext) {

let formContext = executionContext.getFormContext();

// Get the full account lookup array

let parentAccount = formContext.getAttribute("parentaccountid").getValue();

if (parentAccount !== null && parentAccount !== undefined) {// Check if parent account lookup actually contains data

// Get the account ID and slice away the brackets on either end

let parentAccountId = parentAccount[0].id.slice(1, -1);

// Get the CC details from the other function above that utilises the web API. Again cause it's asynchronous you should also await the result of the function.

let cCDetails = await Test.getCreditHoldAccount(parentAccountId);

if (cCDetails === true) { // Check if CC on hold is true

// set form notification if it is on hold

formContext.ui.setFormNotification('Credit on hold', 'WARNING', 'new_creditonhold');

} else {

// Clear form notification

formContext.ui.clearFormNotification(new_creditonhold)

}

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