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crm 2011 Validate Required fields of the Entity in Dialog Prompt RRS feed

  • Question

  • HI

    I am using Dialogs to achieve the lead qualification process. If a lead is disqualified i need to make the competitor info a required field. I am able to capture the competitor is empty. BUt i am not sure how to reload the page with the error message

    Any help highly appreciated

    Wednesday, February 26, 2014 3:08 AM

All replies

  • Can you perhaps use synchronous workflows for this?  This is new for 2013 and you can create a synchronous workflow that runs on changing of the Status field.  The high level steps would be as follows:

    1. Check if the Status = Disqualified.  If so, continue.  Otherwise exit the WF.
    2. Check to see if Competitor has a value.  If so, exit the WF.  If not, go to step 3.
    3. Stop the workflow with a Status of Cancelled, and set the Properties of that Cancelled Step to be the custom error message you want to display to the end user.

    Jukka wrote up a very good blog on this and you can read more details about this here:
    http://niiranen.eu/crm/2013/11/using-real-time-workflows-to-show-error-messages/

    Good luck!

    Peter

    • Proposed as answer by Pete Majer Wednesday, February 26, 2014 3:53 AM
    Wednesday, February 26, 2014 3:53 AM
  • Check this thread for a trick to capture a required field value using dialog

    http://social.microsoft.com/Forums/en-US/5fe30f0c-80d8-4a8c-8c7a-00cbd8901fe6/how-to-make-responses-as-required-fields-in-ms-crm-2011-dialogs-wizard?forum=crmdevelopment


    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Wednesday, February 26, 2014 4:12 AM
    Wednesday, February 26, 2014 4:12 AM