Field Validation in MS Dynamics CRM

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.










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.










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 :


Step 5 : Enter displa$ name, the select !ormat as a Tric' S$mbol, then clic' on Savebtton.










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.












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










;ookups Fields :

Ho' to add ;ookup +eld in entity :


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.










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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Documents

Field Validation in MS Dynamics CRM