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D365 Portal Form to Validate

Posted on by 425

Hi All,

I have a requirement to have a D365 portal form which accepts few fields and checks if there is a record with those details.

I have looked at portal Entityform/Web form, both needs the mode to be Insert/Edit type, but in this case we are not doing any insert/update, just need to validate the details and throw a message back to the user.

Any thoughts please?

Thanks

Jeevan

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  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: D365 Portal Form to Validate

    Hi Jeevan,

    So you want to check if there is a corresponding record exists or not by couple of fields?

    If so, you could use Entity list OData to query the record by the fields and get the response.

    community.adxstudio.com/.../entity-list-odata-feeds

    Hope it helps.

    Best Regards,

    Leo

  • RE: D365 Portal Form to Validate

    Thanks Leo.

    May be i was not clear with the details, sorry, user will provide details for couple of fields, ex: last name and email address of a contact(in my case it is different), has to check against D365 if there is a record with that combination and show the response whether it is exists or not.

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: D365 Portal Form to Validate

    Hi Jeevan,

    1. If you will not do any insert/update, you could choose "ReadOnly" in form mode.

    community424.png

    2. Do you mean you want to open a record and check the information and then return a message to the user?

    If so , you could choose form mode "Readonly" as we said in point 1 and then add a js code to the form like this.

    community424.png

    You could add both js/jQuery here to fulfill your needs here.

    Hope it helps.

    Best Regards,

    Leo

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