Now Reading: Dynamics Portal-Note Required Based On Quick View Form Value
1
-
01
Dynamics Portal-Note Required Based On Quick View Form Value
Microsoft Dynamics Portal provides capability to allow login
customers without needed any license. Here I am not explaining benefits of
Dynamics Portal. I am going to show a use case for developers.
customers without needed any license. Here I am not explaining benefits of
Dynamics Portal. I am going to show a use case for developers.
Case Study: – There
is a requirement in portal where we need to make attach note section mandatory
based on value of quick view form. Now
Quick view form is supported by Dynamics Portal. So, it is nice to use Quick
view form to show information based on lookup value.
is a requirement in portal where we need to make attach note section mandatory
based on value of quick view form. Now
Quick view form is supported by Dynamics Portal. So, it is nice to use Quick
view form to show information based on lookup value.
While creating a case from portal, customer needs to select
reason (lookup field). On selection of this lookup Quick view form displayed with
required document list and a Boolean field which specify document is required
or not.
reason (lookup field). On selection of this lookup Quick view form displayed with
required document list and a Boolean field which specify document is required
or not.
Based on this Boolean field value need to make attachment
required or not.
required or not.
Solution: – We
need to use Javascript to complete this requirement.
need to use Javascript to complete this requirement.
- Login to Dynamics Portal with Administrator rights.
- Click on “My Support” button than “Open a New Case” button.
- Once create case page is opened click on edit button.
- Once edit section is opened, click on “Option” tab.
- Now add your Javascript code in “Custom JavaScript”
text block.
- Click on Save button.
JavaScript Code
///////////////////////////////// Code Started ///////////////////////////////////////////
$(document).ready
(
function () {
$(‘iframe#MandatoryInformation’).load(function
() {
() {
setTimeout(getdoc, 50);
});
}
);
function getdoc() {
let iframe =
document.getElementById(“MandatoryInformation”);
document.getElementById(“MandatoryInformation”);
var innerDoc =
(iframe.contentDocument)
(iframe.contentDocument)
?
iframe.contentDocument
iframe.contentDocument
:
iframe.contentWindow.document;
iframe.contentWindow.document;
// check document
requirement
requirement
let isDocRequired
= innerDoc.getElementById(“boolean_field_schemaName_1”);
= innerDoc.getElementById(“boolean_field_schemaName_1”);
if (isDocRequired)
{
{
if
(isDocRequired.checked) {
(isDocRequired.checked) {
//make
attachment mandatory
attachment mandatory
addNoteValidator(“AttachFile”, “AttachFileLabel”);
}
else {
//make
attachment non mandatory
attachment non mandatory
removeNoteValidator(“AttachFile”,
“AttachFileLabel”);
}
}
else {
//make
attachment non mandatory
attachment non mandatory
removeNoteValidator(“AttachFile”,
“AttachFileLabel”);
}
}
function addNoteValidator(fieldName, fieldLabel) {
if (typeof
(Page_Validators) == ‘undefined’) return;
(Page_Validators) == ‘undefined’) return;
// Create new
validator
validator
$(“#” +
fieldLabel).parent().addClass(“required”);
fieldLabel).parent().addClass(“required”);
var newValidator =
document.createElement(‘span’);
document.createElement(‘span’);
newValidator.style.display
= “none”;
= “none”;
newValidator.id =
“RequiredFieldValidator” + fieldName;
“RequiredFieldValidator” + fieldName;
newValidator.controltovalidate = “casetypecode”;
newValidator.errormessage = “<a href=”#” + fieldLabel +
“”>” + “Make sure you should attach all required documents.</a>”;
newValidator.validationGroup = “”;
newValidator.initialvalue = “”;
newValidator.evaluationfunction = function () {
var value =
$(“#” + fieldName).val();
$(“#” + fieldName).val();
if (value ==
null || value == “”) {
null || value == “”) {
return false;
} else {
return
true;
true;
}
};
// Add the new
validator to the page validators array:
validator to the page validators array:
Page_Validators.push(newValidator);
// Wire-up the
click event handler of the validation summary link
click event handler of the validation summary link
$(“a[href=”#” + fieldLabel +
“”]”).on(“click”, function () { scrollToAndFocus(fieldLabel
+ ”, fieldName); });
}
function removeNoteValidator(fieldName, fieldLabel) {
$.each(Page_Validators, function (index, validator) {
if
(validator.id == “RequiredFieldValidator” + fieldName) {
(validator.id == “RequiredFieldValidator” + fieldName) {
Page_Validators.splice(index, 1);
}
});
$(“#” +
fieldLabel + “”).parent().removeClass(“required”);
fieldLabel + “”).parent().removeClass(“required”);
}
///////////////////////////////// Code Ended///////////////////////////////////////////
Code Explanation:
–
–
- On Load of create case page we are adding “On Load” event to
our Iframe. This event will fire on
change to content of your “Quick View Form”.
$(‘iframe#MandatoryInformation’).load(function
() {
() {
// use setTimeout to complete Iframe load.
setTimeout(getdoc, 50);
});
- Timeout is used because Iframe takes some time to load
completely. - Select Iframe content
let iframe =
document.getElementById(“MandatoryInformation”);
document.getElementById(“MandatoryInformation”);
var innerDoc =
(iframe.contentDocument)
(iframe.contentDocument)
?
iframe.contentDocument
iframe.contentDocument
:
iframe.contentWindow.document;
iframe.contentWindow.document;
- check document requirement field
value
let isDocRequired
= innerDoc.getElementById(“boolean_field_schemaName_1”);
= innerDoc.getElementById(“boolean_field_schemaName_1”);
if (isDocRequired)
{
{
if
(isDocRequired.checked) {
(isDocRequired.checked) {
- Make attachment mandatory if Boolean
in true
addNoteValidator(“AttachFile”,
“AttachFileLabel”);
“AttachFileLabel”);
- Remove attachment mandatory if Boolean
in false
removeNoteValidator(“AttachFile”,
“AttachFileLabel”);
“AttachFileLabel”);
Result: –
- If Field value is true.
- If Field value is false.
Share your feedback and follow blog to be updated !!
Original Post https://dotnetdeveloper2012.blogspot.com/2018/11/dynamics-portal-note-required-based-on.html
Top Headlines
Support The Site
