Updating a field automatically

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Posted on by TedW

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Hi,

I have got a couple of fields in my Contacts that I would like to link to each other, but only if certain conditions are met.

So for example, if someone has a certain email domain in the email field in Contacts, I want this address to be automatically added to another field in Contacts. I have created a business process to do this but it doesent seem to be working.

Should I use w workflow or is there a simpler method?

Thanks as always.

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Priyesh 7,396 User Group Leader on at

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RE: Updating a field automatically

Hi,

You can use Business Rules to do this. However, can you tell me where you have specified the domain that a certain email address should match?

Also, can you share your business process that you mention?

Thanks.

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Rawish Kumar 13,758 on at

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RE: Updating a field automatically

Hi There,

You can very well utilize business rule to achieve this , all you have to do is to check if email address field contains "the domain" you can then set other values based on this.

disadvantage - it will trigger everytime you load the form and also save it.

other options

1. create a javascript , check the formtype if you just need on update form ( check the form type i.e as 1 or 2) then perform operations , call the function on onload of the function.

2. you can use workflow for that - call the workflow on create or update of the required with required condition.

basically it depends on your requirement and business preference.

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Seren S 402 on at

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RE: Updating a field automatically

Business rules can be insufficient to validate fields in detail before mapping. It has limited functionalities to use.

If it is not fulfilling your requests, the javascript is the simple way to handle in detail.

You can find the regarding library and its functions from here (e.g. getValue, setValue): https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/attributes

Hope it helps.

Cheers, Seren.

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FabioG 130 on at

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RE: Updating a field automatically

with javascript you can add an onchange methods to retrieve a domain

var email = formContext.getAttribute("email").getValue();

var domain = email.substring(email.lastIndexOf("@")+1).substring(0, email.indexOf("."));

if (domain === "domain-you-need")

{

formContext.getAttribute("fields-you-need-to-change").setValue(true);

}

Obviously this code is just a draft for what you need but can be a good start for what you are looking for

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LuHao 40,890 on at

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RE: Updating a field automatically

Hi Ted,

I think using business rule should solve your problem.

Please note that you need to add a business rule to the Contact entity instead of adding it to the Email field.

The business rule is set as follows:

IF Email contains "email domain" THEN Set Email to Email Address 2

Hope this helps.

Best Regards,

Lu Hao

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Sreevalli 3,256 on at

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RE: Updating a field automatically

Hi,

If you are talking about workflow process then it will trigger after save. (you have to refresh if it is background process).

or if you want to see the changes immediately after the email update then you should go for Business Rule or JavaScript.

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