Experiencing a challenge with D365/JavaScript integration: Seeking assistance in adding an OnSave event to prevent users from saving a form

I have successfully created a JavaScript OnSave event that scans a grid of a "Sales Quota Distribution" entity on an "Opportunity" entity form, looking for duplicates in the "Resource" field. When a duplicate is found, a warning message is displayed. Everything is functioning as expected, but I am now trying to enhance the OnSave event to prevent the user from saving the form if there are no duplicate resources. How can I achieve this?

Here is the current code snippet:

function GetTotalResourceCount(executionContext) {
    console.log("function started");
    var execContext = executionContext;
    var formContext = executionContext.getFormContext();
    var resourceyescount = 0;
    try {
        var gridCtx = formContext._gridControl;
        var grid = gridCtx.getGrid();
        var allRows = grid.getRows();
        //get rows - use the getControl method and pass the grid name.
        //var gridContext = formContext.getControl("s_qd");
        //        if (formContext.getGrid().getTotalRecordCount() == 0) {
        //           setTimeout(function () { GetTotalResourceCount(execContext); }, 2000);
        //           return;
        //       }
        var duplicatesFound = 0;
        //loop through rows and get the attribute collection
        allRows.forEach(function (row, rowIndex) {
            var thisRow = row.getData().entity;
            var thisRowId = thisRow.getId();
var thisResource = "";
var thisResourceName = "";
var thisResourceID = "";
            console.log("this row id=" + thisRowId);
            var thisAttributeColl = row.getData().entity.attributes;
            thisAttributeColl.forEach(function (thisAttribute, attrIndex) {
                var msg = "";
                if (thisAttribute.getName() == "new_resource") {
                    thisResource = thisAttribute.getValue();
thisResourceID = thisResource[0].id;
thisResourceName = thisResource[0].name;
                }
            });

            // Loop through every row and find one with
            // thatresource == thisResource &&
            // thatrow ID != thisRowId
            var allRows2 = formContext.getGrid().getRows();
            //loop through rows and get the attribute collection
            allRows2.forEach(function (row, rowIndex) {
                var thatRow = row.getData().entity;
                var thatRowId = thatRow.getId();
                var thatAttributeColl = row.getData().entity.attributes;
var thatResource = "";
var thatResourceName = "";
var thatResourceID = "";
                thatAttributeColl.forEach(function (thatAttribute, attrIndex) {
                    if (thatAttribute.getName() == "new_resource") {
                        thatResource = thatAttribute.getValue();
thatResourceID = thatResource[0].id;
thatResourceName = thatResource[0].name;
                        if (thatResourceID == thisResourceID && thatRowId != thisRowId) {
                            duplicatesFound++;
                            var msg = "Duplicate resource " + thatResource;
                        }
                    }
                });
            });
        });

        if (duplicatesFound > 0) {
            console.log("duplicate found");
            Xrm.Utility.alertDialog("WARNING: There are duplicate resources in the Sales Quota Distribution grid.");
        }
    } catch (err) {
        console.log('Error occurred :' + err)
    }
}

Any assistance on how to achieve this additional functionality would be highly appreciated. Thank you! https://i.sstatic.net/A1U4q.png

javascriptdynamics-crmmicrosoft-dynamicswebresource

Answer №1

Another option is to utilize the setNotification method on a control. By doing so, you can prevent the form from being saved.

According to the documentation:

Applying an error notification on a control will halt the saving of the form.

For example:

formContext.getControl('your_attributename').setNotification('This message will appear', 'optional id');

Answer №2

If you're looking to handle the save event gracefully in your application, you can utilize the preventDefault method from the Client API reference. Here are a few examples to guide you:

Javascript – Prevent Save

Cancelling save event based on the result of async operation

Below is some code snippet that demonstrates how to prevent the save event by adding just two lines:

Assuming your function 

GetTotalResourceCount(executionContext)
is triggered on the onSave Event.

function GetTotalResourceCount(executionContext) {
    // Function started
    var execContext = executionContext;
    var formContext = executionContext.getFormContext();
    var resourceyescount = 0;
    try {
        // Accessing grid control
        var gridCtx = formContext._gridControl;
        var grid = gridCtx.getGrid();
        var allRows = grid.getRows();
        var duplicatesFound = 0;

        // Loop through rows and check for duplicate resources
        allRows.forEach(function (row, rowIndex) {
            // Get attributes of current row
            var thisRow = row.getData().entity;
            var thisRowId = thisRow.getId();
            var thisResource = "";
            var thisResourceName = "";
            var thisResourceID = "";
            
            // Process attributes of current row
            var thisAttributeColl = row.getData().entity.attributes;
            thisAttributeColl.forEach(function (thisAttribute, attrIndex) {
                if (thisAttribute.getName() == "new_resource") {
                    thisResource = thisAttribute.getValue();
                    thisResourceID = thisResource[0].id;
                    thisResourceName = thisResource[0].name;
                }
            });

            // Compare with other rows to find duplicates
            var allRows2 = formContext.getGrid().getRows();
            allRows2.forEach(function (row, rowIndex) {
                var thatRow = row.getData().entity;
                var thatRowId = thatRow.getId();
                var thatAttributeColl = row.getData().entity.attributes;
                var thatResource = "";
                var thatResourceName = "";
                var thatResourceID = "";
                thatAttributeColl.forEach(function (thatAttribute, attrIndex) {
                    if (thatAttribute.getName() == "new_resource") {
                        thatResource = thatAttribute.getValue();
                        thatResourceID = thatResource[0].id;
                        thatResourceName = thatResource[0].name;
                        if (thatResourceID == thisResourceID && thatRowId != thisRowId) {
                            duplicatesFound++;
                        }
                    }
                });
            });
        });

        // Display alert for duplicates and prevent default save event
        if (duplicatesFound > 0) {
            console.log("Duplicate found");
            Xrm.Utility.alertDialog("WARNING: There are duplicate resources in the Sales Quota Distribution grid.");
            var saveEvent = executionContext.getEventArgs();
            saveEvent.preventDefault();
        }
    } catch (err) {
        console.log('Error occurred: ' + err);
    }
}

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