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Hello everyone!
I would like to utilize Xrm.Page.ui.setFormNotification to display a banner at the top of a "Shipment" record. This banner would only appear for "Shipments" where the related entity Account is classified as "Service Watch".
I'm pretty new to Javascript so I'm a bit lost how to pull values from related entities of a record to use. Any help would be appreciated!
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You are right. Here is the complete code after corrections. Please test and let me know the response
function serviceWatchCheck() {
//execute the query and get the results
var accountId;
if (Xrm.Page.data.entity.attributes.get("fieldname").getValue() != null) {
accountId = Xrm.Page.data.entity.attributes.get("fieldname").getValue()[0].id;
}
Xrm.WebApi.retrieveRecord("account", accountId, "?$select=cmm_servicewatch").then(function (result) {
//Show the warning message
if (data["cmm_servicewatch"] != null && data["cmm_servicewatch"]=="Yes")
{
var message = “This Account Is Under Service Watch”;
var type = “WARNING”; //INFO, WARNING, ERROR
var id = “123”; //Notification Id
var time = 5000; //Display time in milliseconds
Xrm.Page.ui.setFormNotification(message, type, id);
}
}, function (error) {
//show error message if something error occured during operation
var message = error.message;
var type = “ERROR”; //INFO, WARNING, ERROR
var id = “213”; //Notification Id
var time = 5000; //Display time in milliseconds
Xrm.Page.ui.setFormNotification(message, type, id);
});
}
Like this?
Like this?
function serviceWatchCheck() {
//execute the query and get the results
var accountId;
if (Xrm.Page.data.entity.attributes.get("fieldname").getValue() != null) {
accountId = Xrm.Page.data.entity.attributes.get("fieldname").getValue()[0].id;
}
Xrm.WebApi.retrieveRecord("account", accountId, "?$select=cmm_servicewatch").then(function (result) {
//Show the warning message
if (data["cmm_servicewatch"] === null && data["cmm_servicewatch"]==="Yes")
{
var message = “This Account Is Under Service Watch”;
var type = “WARNING”; //INFO, WARNING, ERROR
var id = “123”; //Notification Id
var time = 5000; //Display time in milliseconds
Xrm.Page.ui.setFormNotification(message, type, id);
}
}, function (error) {
//show error message if something error occured during operation
var message = error.message;
var type = “ERROR”; //INFO, WARNING, ERROR
var id = “213”; //Notification Id
var time = 5000; //Display time in milliseconds
Xrm.Page.ui.setFormNotification(message, type, id);
});
}
Put this code in your function at first place
var accountId;
if (Xrm.Page.data.entity.attributes.get("fieldname").getValue() != null) {
accountId = Xrm.Page.data.entity.attributes.get("fieldname").getValue()[0].id;
}
Because you are not passing the accountId and this is undefined in the function. You have to retrieve the accountId from the lookup value of account
Naveen
I created a Web Resource, input your Jscript into it, then created an onLoad event for the form referencing the function.
After publishing, I get an undefined error prompt on form load. Here is what I used, not sure if I'm using the correct values:
function serviceWatchCheck() {
//execute the query and get the results
Xrm.WebApi.retrieveRecord("account", accountId, "?$select=cmm_servicewatch").then(function (result) {
//Show the warning message
if (data["cmm_servicewatch"] === null && data["cmm_servicewatch"]==="Yes")
{
var message = “This Account Is Under Service Watch”;
var type = “WARNING”; //INFO, WARNING, ERROR
var id = “123”; //Notification Id
var time = 5000; //Display time in milliseconds
Xrm.Page.ui.setFormNotification(message, type, id);
}
}, function (error) {
//show error message if something error occured during operation
var message = error.message;
var type = “ERROR”; //INFO, WARNING, ERROR
var id = “213”; //Notification Id
var time = 5000; //Display time in milliseconds
Xrm.Page.ui.setFormNotification(message, type, id);
});
}
Hello Peter,
You can make use of below code snippet to show alert based on related entities record value. You only need to pass the account id which will you get from accounts lookup field:
function showAlertOnAccountClassified() {
//execute the query and get the results
Xrm.WebApi.retrieveRecord("account", accountId, "?$select=servicewatch").then(function (result) {
//Show the warning message
if (data["servicewatch"] != null && data["servicewatch"]=="desiredValue")
{
var message = “Your message here.”;
var type = “WARNING”; //INFO, WARNING, ERROR
var id = “123”; //Notification Id
var time = 5000; //Display time in milliseconds
Xrm.Page.ui.setFormNotification(message, type, id);
}
}, function (error) {
//show error message if something error occured during operation
var message = error.message;
var type = “ERROR”; //INFO, WARNING, ERROR
var id = “213”; //Notification Id
var time = 5000; //Display time in milliseconds
Xrm.Page.ui.setFormNotification(message, type, id);
});
}
Hi Peter,
Either using crm rest-builder you can retrieve account entity value in CRM javascript or else you can use Xrm.WebApi library method to retrieve account record.
please refer below url for more info:
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