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,
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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,
Hi, You can try this example below
https://www.spyglassmtg.com/blog/power-apps-portal-advanced-forms-web-forms-and-custom-javascript
Thanks,
Hi @SunilR,
Please check the following thread. if you prefer jQuery then you can check the following thread for implementation
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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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.
------------
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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.
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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