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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / entering value in arra...
Microsoft Dynamics CRM (Archived)

entering value in arrange order

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Posted on by amity 194

Hi ,

Here in Opportunites Entity We have 

Product Group

Product Sub Group and

Product.

Capture_2D00_06_2D00_12.JPG

A User has to select the First Product group then Product Sub group and then last Product .

then it relationship is made like this Related to Selection of data.

But what is happening that User is selecting Product group and directly Product OR / product and then Product group.

So related data is not coming ...

So is there anyway of ..if they select first product then it should force them to select first Product group and product sub group and then last Product ..

Please any steps will be appreciate. its urgent

Thanks

Amit 

*This post is locked for comments

  • Suggested answer
    gdas Profile Picture
    gdas 50,089 on at
    RE: entering value in arrange order

    Hi Amity,

    You can also implement one business rule where you can check if the parent fields / dependent fields does not contain data then clear the value.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: entering value in arrange order

    Hi amity,

    I think disabling the field would be the best as this way you can ensure data quality. If you don't disable then user can select different values. The other option is to check if the parent is selected or not. If not then display an error message. This can be done by business rules or javascript but if you have to write a javascript, you can go for above suggestion of using PreSearch instead of lookup record filtering.

    Hope this helps.

  • Suggested answer
    Temmy Wahyu Raharjo Profile Picture
    Temmy Wahyu Raharjo 2,914 on at
    RE: entering value in arrange order

    For this requirement usually I use PreSearch. Then if user choose data from the sub sub child, I will put code to assign the sub child and parent automatically. In old CRM we use this way:

    var fnPresearchProfile = function() {

               var filterXml = [

                   '<filter type="and">',

                   '<condition attribute="new_memberid" operator="not-null"/>',

                   '<condition attribute="statecode" value="0" operator="eq"/>',

                   '</filter>'

               ].join('');

               Xrm.Page.getControl("new_profileid").addCustomFilter(filterXml);

           };

     Xrm.Page.getControl("new_profileid").addPreSearch(fnPresearchProfile);

  • amity Profile Picture
    amity 194 on at
    RE: entering value in arrange order

    Hello Thanks Ravi.

    I have done this ..but without disable  is not possible?

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: entering value in arrange order

    Hi,

    You can disable the dependent field unless the parent field is populated by using business rules. Refer below video-

    www.youtube.com/watch

    Hope this helps.

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