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Power Pages - Power Apps Portals
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Make Notes Mandatory

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Posted on by 62

Hi All,

 

We are using CRM form notes in the Portal Entity/Web forms 

We have a requirement make Notes section mandatory 

Could you please help me with the same

 

Thanks,

  • oliver.rodrigues Profile Picture
    9,342 Most Valuable Professional on at
    Re: Make Notes Mandatory

    hi @SunilR have you tried the suggestions above?

     

  • Community Power Platform Member Profile Picture
    on at
    Re: Make Notes Mandatory

    Hi, You can try this example below 

    https://www.spyglassmtg.com/blog/power-apps-portal-advanced-forms-web-forms-and-custom-javascript

     

    Thanks,

  • ragavanrajan Profile Picture
    7,036 Most Valuable Professional on at
    Re: Make Notes Mandatory

    Hi @SunilR

     

     Please check the following thread. if you prefer jQuery then you can check the following thread for implementation 

     

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/258806/can-i-make-attachment-mandatory/726498#:~:text=Yes%20you%20can%20make%20notes%20attachment%20as%20mandatory.,-function%20CheckNote() 

     

    You can also try this logic add one more boolean field in your entity and hide this field in the form. If the attachment is attached then you can mark your custom field as Yes and allow them to submit it by using little jquery or vanilla javascript logic with the combination of CSS. 

     

    ------------

     

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  • SuneelReddy Profile Picture
    62 on at
    Re: Make Notes Mandatory

    @ragavanrajan  I want to make it note section mandatory.

  • ragavanrajan Profile Picture
    7,036 Most Valuable Professional on at
    Re: Make Notes Mandatory

    Hi @SunilR , 

     

          As @v-qiaqi-msft it is not that easy. But you can definitely enable it. If you are using entity form or web form you can try the following official docs which will work

     

    https://docs.microsoft.com/en-us/powerapps/maker/portals/configure-notes 

     

    Hope it helps. 

    ------------

    If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

  • SuneelReddy Profile Picture
    62 on at
    Re: Make Notes Mandatory

    Thanks for the reply

     

    I need to make notes section mandatory in  Portals forms not in the CRM.

    Control is CRM notes section on the portal forms.

  • v-qiaqi@microsoft.com Profile Picture
    on at
    Re: Make Notes Mandatory

    Hi @SunilR,

    Based on the issue that you mentioned, do you want to make Notes section mandatory in the portal?

    Could you please share a bit more about the scenario?

    Actually, making the Notes section mandatory is not that easy like it sounds like, I suggest you could create a separate field on the entity itself to store notes and then use the workflow to update notes.

    You can go for this because it's best practice to do through workflow instead of writing plugin.

    If you insist on a plugin, as an alternate options, you can try to implements in plugin.

    public class ValidateNote : IPlugin
    
    {
    
     public void Execute(IServiceProvider serviceProvider)
    
     {
    
     IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
    
     IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
    
     IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
    
     if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity) {
    
     Entity note = (Entity)context.InputParameters["Target"];
    
     // you can also use "subject" instead of "description"
    
     if (string.IsNullOrEmpty(note.GetAttributeValue<string>("description")) || string.IsNullOrEmpty(note.GetAttributeValue<string>("filename")))
    
     {
    
     throw new InvalidPluginExecutionException("Please add an attachment and description");
    
     }
    
     }
    
     }
    
    }

    Check if it could help.

    Regards,

    Qi

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