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8/9/2019 Field Validation in MS Dynamics CRM
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Getting Started with MS Dynamics CRM
Working With Field Validation in MS Dynamics
CRM
Description:BISP is committed to provide BEST learning material to the beginners and
advance learners. In the same series, we have prepared a complete end-to
end Hands-on Beginner’s Gide !or "icroso!t #$namics %&". The
docment !ocses on basic 'e$words, terminolog$ and de(nitions one
shold 'now be!ore starting "icroso!t #$namics %&" )oin or pro!essional
training program and learn !rom e*perts.
History:Version Description Change Author PulishDate!"# $nitial Dra%t Chandra Prakash Sharma!"# Re&ie'(# Sumit )oyal
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ContentsIntrodction.....................................................................................................................
%stom e-mail (eld validation......................................................................................
How to set %stom e-mail (eld validation in "S #$namics %&" nline....................
%stom web address (eld validation............................................................................
How to set %stom web address (eld validation in "S #$namics %&" nline /........
0alidating the tic'er s$mbol (eld...............................................................................+1
How to 0alidating the tic'er s$mbol (eld /..............................................................+1
2ormatting phone nmbers and Postal %odes /..........................................................+3
How to add Phone nmber and postal 0alidating /................................................+3
4oo'ps 2ields /.......................................................................................................... +5
How to add 4oo'p (eld in entit$ /.......................................................................... +5
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$ntroduction
6o can set options to set limits on data that ma$ be stored in di7erent (elds in a !orm.
Each t$pe o! attribte has some limitations. However, these limitations can be modi(ed
to be more restrictive. "a'e sre that $o alwa$s validate data be!ore $o tr$ to set a
vale.
*y using +eld &alidation 'e can per%orm %ollo'ing task complete :
%stom e-mail (eld validation.
%stom web address (eld validation.
0alidating the tic'er s$mbol (eld.
2ormatting phone nmbers.
2ormatting postal codes.
&eplacing the %ontr$ and Province (elds with loo'ps.
Custom e,mail +eld &alidation
8or'ing with e-mail (elds has been greatl$ simpli(ed. we can 9st de(ne the (eld as e-mail and, we need no cstomi:ation and !ormatting. 8e might want to captre mltiple
e-mail (elds, or validate other t$pes o! (elds that are not de(ned as e-mail. 2or this
prpose, we still need to pll ot or )avaScript toolbo* and dra!t some ;ic' snippets
o! script.
Ho' to set Custom e,mail +eld &alidation in MS Dynamics CRM -nline
Step # : pen $o "S d$namics %&" online accont.
then go to navigation bar, then go to Setting, %stomi:ation, then clic' on Soltions.
Step . : %lic' on /e' btton !or adding new soltion. i! alread$ added soltion please
clic' on soltion name.
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Step 0 : 2ill all mandator$ in!ormation then clic' on Sa&e btton.
Step 1 : <!ter save select Entities, then clic' on =ew btton.
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Step 2 : 2ill in!ormation, then select areas that displa$ this entit$, then clic' on save
btton.
Step 3 : <!ter save, clic' on 2orms then doble clic' on In!ormation.
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Step 4 : Here clic' on =ew 2ield btton.
Step 5 : Here Enter displa$ name, select (eld secrit$, then go to down and select
2ormat as a Email, a!ter then clic' on Sa&e and Close btton.
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Step 6 : Here $o can drag and drop "ail 0alidation (eld it available right side, then
clic' on Sa&e btton, a!ter then clic' on Pulish btton, end last clic' on Sa&e and
Close utton.
Step #! : Then, clic' on Pulish btton then clic' on Sa&e and Close btton.
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Step ## : End last clic' on Pblish all %stomi:ation, then clic' on Save and %lose
btton.
Step #. : 2or chec' Email 0alidation, Go to navigation bar, select Sales, then clic'
Step #0 : Here $o can enter wrong mail id it give error message A 7ou must enter a
&alid email address A. i! $o enter write mail id , then clic' on save btton.
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Custom 'e address +eld &alidation
&4 (elds are simpl$ glori(ed te*t (elds. 2ormatting is applied to these to generate the
&4 into a lin' !ormat. <dditionall$, some minimal validation is applied, and the pre(*
Ahttp/CCA is applied atomaticall$ i! missing.
Ho' to set Custom 'e address +eld &alidation in MS Dynamics CRM-nline :
/ote : Step + to Step @ Same Email 2ield 0alidation in above e*ample.
Step 5 : Enter displa$ name, select 2ormat t$pe as a &4, then clic' on Save and %lose
btton.
Step 6 : #rag and drop (eld, then clic' on 2orm Propert$.
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Step #! : Here $o can add 9ava script (le, then clic' on ' btton.
*elo' you can see 8a&ascript +le"
!nction 0alidate4in'edInD
F
var rl rm.Page.get<ttribteDAnewlin'edinA.get0aleDJ
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var rege* CLhttp/MCMCwww.lin'edin.comMCpro(leMCviewMN.OCJ
i!Drl.matchDrege*
F
alertDAThe &4 entered is not a 4in'edIn pro(leAJ
Q
Q
Step ## : <!ter then clic' on Save, then Pblish, then clic' on Save and %lose bton.
Step #. : Then, clic' on Pulish btton then clic' on Sa&e and Close btton.
Step #0 : End last clic' on Pblish all %stomi:ation, then clic' on Save and %lose
btton.
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Step #. : Then clic' on =ew Btton.
Step #0 : Enter $o !ace boo' &4, then save it.
Validating the 9icker symol +eld
The abbreviation sed to identi!$ pblicl$ traded shares o! a particlar stoc'. <lso
'nown as the stoc' s$mbol. p to 1K characters are allowed in this (eld.
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The de!alt tic'er s$mbol (eld in #$namics %&" is integrated with "S= "one$ to bring
p in!ormation abot the entered s$mbol. 8hen this s$mbol is not !ond, the ser is
!aced with an In!ormation =ot <vailable page.
Ho' to Validating the ticker symol +eld :
/ote : Step + to Step @ Same Email 2ield 0alidation in above e*ample.
Step 5 : Enter displa$ name, the select !ormat as a Tric' S$mbol, then clic' on Savebtton.
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Step 6 : #rag and drop, then clic' on 2orm Properties lin'.
Step #! : <dd 0alidation 9avascript (le then clic' on ' btton.
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a&a script +le %or 9racker :
!nction %hec'Tic'erD
F
var tic'er0ale rm.Page.get<ttribteDAnewtic'erA.
get0aleDJ
i!D%hec'Tic'erDtic'er0ale
F
alertDAThe Tic'er s$mbol provided does not e*istAJ
Q
Q
Step ## : <!ter then clic' on Save, then Pblish, then clic' on Save and %lose bton.
Step #. : Then, clic' on Pulish btton then clic' on Sa&e and Close btton.
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Step #0 : End last clic' on Pblish all %stomi:ation, then clic' on Save and %lose
btton.
Step #1 : %lic' on =ew btton.
Step #1: Here chec' the (elds.
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a&a script For Postal Code :
CC 2nction to !ormat postal code
CC !or both %anadian and S postal codes
!nction 2ormatPostal%odeDconte*t
F
var o2ield conte*t.getEventSorceD.get0aleDJ
var sTmpJ
i!Dt$peo!Do2ield Ande(nedA RR o2ield nll
F
CC chec' !or S VIP code
i!Do2ield.matchDCLK-F?QWC
F
conte*t.getEventSorceD.set0aleDo2ieldJretrn treJ
Q
CC chec' !or %anadian postal code
sTmp o2ield.topper%aseDJ
i! DsTmp.matchDCL<-VK-<-VK-<-VK-WC
F
sTmp sTmp.sbstrDK, U A A U sTmp.sbstrD,J
conte*t.getEventSorceD.set0aleDsTmpJ
retrn treJ
Qi! DsTmp.matchDCL<-VK-<-V.K-<-VK-WC
F
conte*t.getEventSorceD.set0aleDsTmpJ
retrn treJ
Q
CC code is invalid
CC alertDAIncorrect VIPCPostal %ode !ormat.AJ
CC code cold be an$ other contr$, so leave as is
Q
Q
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;ookups Fields :
Ho' to add ;ookup +eld in entity :
/ote : Step + to Step @ Same Email 2ield 0alidation in above e*ample.
Step 5 : Enter displa$ name, then select T$pe as a loo'p a!ter then select Target
record t$pe, then clic' on Save and close btton.
Step 6 : #rag and drop, then save, pblish, Save and close.
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Step #! : Then, clic' on Pulish btton then clic' on Sa&e and Close btton.
Step ## : End last clic' on Pblish all %stomi:ation, then clic' on Save and %losebtton.
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Step #. : %lic' on =ew btton.
Step #0 : Here $o can see loo' (eld with crrenc$ (led.
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