MS CRM2015 Javascript question RRS feed

  • Question

  • Hi

    Opportunity - Entity
    Account - Entity (Inside Account Form we got "Outstanding Balance" field's).

    My question is can I know every time user create new opportunity, JavaScript will retrieve Account value and get "Outstanding balance" value and check if contain data. Than opportunity is not allow to create.

    can I know is that can be done by JavaScript ? please provide me the source code!

    Thank you!

    Tuesday, September 1, 2015 6:57 AM

All replies

  • Hello,

    This is definitely possible with javascript but I would suggest you to use code-less real-time workflow that will handle create of opportunity, validate Outstanding Balance from parent account and throw an error if validation fails. Recheck this article http://survivingcrm.com/2013/11/using-real-time-workflows-to-show-error-messages/

    Dynamics CRM MVP
    My blog

    Tuesday, September 1, 2015 7:45 AM
  • Hi I was try to create real time workflow.

    But have no real time workflow inside my CRM

    Tuesday, September 1, 2015 8:16 AM
  • If you have CRM 2015 or CRM 2013 then you have realtime WF. Try to find at the top of WF button "Convert to realtime WF" like on a screenshot:

    Dynamics CRM MVP
    My blog

    Tuesday, September 1, 2015 8:25 AM