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Power Platform Community / Forums / Power Pages / How to get data from c...
Power Pages
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How to get data from customer when they click a button on an EntityForm

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Posted on by 8

Hi There,

 

We have customer serive portal. We need to ask customer about the cancellation reason whenever they click on the cancel button on a case form.

Would you please let me know I have to implement this via a javascript code? or there are some configurations for it?
I tried to investigate the case-edit Entity form and I realized I can only enable confirmation with a Yes/No button dialog. I wish I could put a multi line field or even the status reason option set in the dialog and send that information to dynamics after clicking cancel or clicking yes, on the confirmation dialog.

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  • Verified answer
    oliver.rodrigues Profile Picture
    9,471 Most Valuable Professional on at

    Hi, there are a few ways you can achieve that, and yes you will need JS code (at least). A question for you is where do you want this cancellation reason to be stored? do you want as a Case Resolution? Within the Case record itself? As a Portal Comment? etc.

     

    An approach you can try:

    • Don't add the OOB cancel case button
    • Instead create a custom button, that can either open a modal or show another field for the cancellation reason
    • Add some JS validation to make sure the cancellation reason is populated, and let them save the record as usual (you can even change the button label via JS if you want)
    • Back in your D365, create a realtime/sync Plug-in or Workflow to cancel the case in case those fields are populated

     

    there are probably other approaches as well, I am just coming up with a simple one here.

    •  

     

  • mahdyar59 Profile Picture
    8 on at

    Hi Oliver,

    Thank you so much.
    I got my answer. Now, I can go on and clarify the whole scenario.

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