On the field properties - make the first and last name fields business required.
Now without any code being applied they will be mandatory.
Use the code below - ExistingContact_onchange goes with that field's OnChange event and OnLoad goes with the form's OnLoad event.
So now when the form opens when creating a record, if the existing contact field is null (not having been populating via a mapping) the first and last name fields will be required. As you populate or remove the value from the existing contact field, the
requirement level on those fields should change accordingly.
Save and close
Now when you reopen the form the if the existing contact field is null, (the code fires from our OnLoad event) the 2 fields will still be required, however if the field does contain a value, those 2 fields should not be required.
The key is that setting the requirement level on a field using JavaScript only applies to the time that record is open, once you close the record and reopen the requirement level goes back to whatever the default is at the field level unless you run JavaScript
again when the form loads to switch the requirement level based on whatever your criteria is - generally this is the same criteria as whatever is changing when you were first setting the values. That is why I broke out the logic into a separate method because
it is getting called in 2 spots. I added some logic to ensure the OnLoad event only fires when the form can be updated (create and update mode).
setSubmitMode only applies when you are changing the value of a read-only field. By default CRM does not submit the values in read-only fields (saves bandwidth etc...) unless you explicitly tell it to. Logic being most times read-only fields are just that
- read-only - no need to resubmit a value that doesn't change. But when we change it using JavaScript - that is when we need to tell CRM to go ahead and submit the value.
function ExistingContact_onchange() {
MakeRequired();
}
function OnLoad() {
var formType = Xrm.Page.ui.getFormType();
if (formType == 1 || formType == 2) {
MakeRequired();
}
}
function MakeRequired() {
var ExistingContact = Xrm.Page.getAttribute("synact_existingcontactid").getValue();
var FirstName = Xrm.Page.getAttribute("firstname");
var LastName = Xrm.Page.getAttribute("lastname");
if (ExistingContact != null) {
FirstName.setValue(null);
FirstName.setRequiredLevel("none");
Xrm.Page.ui.controls.get("firstname").setDisabled(true);
LastName.setValue(null);
LastName.setRequiredLevel("none");
Xrm.Page.ui.controls.get("lastname").setDisabled(true);
} else {
FirstName.setRequiredLevel("required");
Xrm.Page.ui.controls.get("firstname").setDisabled(false);
LastName.setRequiredLevel("required");
Xrm.Page.ui.controls.get("lastname").setDisabled(false);
}
}
Good luck!
Jason Lattimer
My Blog - Follow me on Twitter - LinkedIn
