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ReportUsing in box features like workflows, business rules, can we create pop messages based on certain field on the form?
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Using in box features like workflows, business rules, can we create pop messages based on certain field on the form?
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Thank you Kylie, I was looking for something like a popup message without JS.
Hi,
Yes, you can show an error popup based on some fields using workflow. With business rules, you can still show errors but it would not be in a popup window but a form/ field notification.
Check these links:
docs.microsoft.com/.../create-business-rules-recommendations-apply-logic-form
community.dynamics.com/.../using-real-time-workflows-for-business-validations-in-dynamics-crm
Hope this help
Hi Sharma,
You can also look into Alert.js - Microsoft Dynamics 365 Custom JavaScript Alerts, Popups, and Prompts. It's a project on GitHub by Paul Nieuwelaar.
Alert.js v2.1 is free to use, but Alert.js v3.0 is not (in production).
Here is the link: github.com/.../alertjs
For version 2.1 documentation, click here.
Hope it helps.
Stefan
You can use a Business Rule or a Real-Time workflow.
Using a business rule you can display an error or a recommendation. An error will display a message and prevent saving until something is changed to hide this error message. A Recommendation will show a suggested change and give users the opportunity to apply it. Both of these will appear with a selected field not as a pop-up.
If using a Real-Time workflow, you can have the workflow stop as canceled and edit the message. This message will appear as a bar across the top of the record. Users will need to change the record (so it won't trigger the same workflow condition) and then save the record again to move forward.
Unfortunately you have to do scripting to achieve that.
May be you can upvote the idea of form notification from Business rules like discussed in this thread: community.dynamics.com/.../129434
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