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Use setRequired to make the field required, recommended, optional using Javascript in MSCRM/CE

June 20, 2023

Make fields Mandatory/Recommended/Optional On Form Using Javascript

In Dynamics 365 we can use setRequired method to make a field required/recommended/Optional using Javascript.

Scenario

  • We have a requirement of “mobile phone” field as recommended, “email” field as required and “last name” field as optional whenever the value of “Topic” field changes on Lead Entity.
  • On change of Topic field, JavaScript will execute and make the “mobile phone” field as recommended, “email” field as required and “last name” field as optional.
  • JavaScript (Event Handler) will be added on Lead entity. and On Change Event of Topic of lead. So, JavaScript function will trigger on change of Topic field.
https://dvmske.com/wp-content/uploads/2023/06/setRequired.png

Syntax

Below is the latest syntax available for making field required, recommended and optional in Dynamics 365 using JavaScript.

formContext.getAttribute("lastname").setRequiredLevel("none");
formContext.getAttribute("mobilephone").setRequiredLevel("recommended");
formContext.getAttribute("emailaddress1").setRequiredLevel("required");

Parameters

NameTypeRequiredDescription
setRequiredLevel(“none”)stringyesMake the field optional
setRequiredLevel(“recommended”)stringyesMake the field business recommended
setRequiredLevel(“required”)stringyesMake the field required.

setRequired Usecase Example

Below is the JavaScript function “onChangeOfTopicOfLead

        • 1st create form context from execution context passed as 1st parameter
        • Get the value of topic field, if it is not null.
        • Make the lastname field optional.
        • Make the mobile phone field recommended.
        • Make the email field as required.

function onChangeOfTopicOfLead(executionContext)

{

debugger;

var formContext = executionContext.getFormContext();

var topicValue= formContext.getAttribute("subject").getValue();

if(topicValue!=null)

{

formContext.getAttribute("lastname").setRequiredLevel("none");

formContext.getAttribute("mobilephone").setRequiredLevel("recommended");

formContext.getAttribute("emailaddress1").setRequiredLevel("required");

} }

How to Register JavaScript on OnChange Event of Form

    • Create a New Solution and Name it appropriately, In your solution, add Lead entity then select lead form.
    • From component section select Lead entity added and open Form editor
    • From From editor , click on Form Properties.

    • Either Create new Web Resource or add JavaScript Function to existing Web Resource.

  • In the event handler, in control select the “Topic” field and event as on change. Click on add.

  • In the library select the library where you add your code. And in function copy your js function. And check both the checkboxes. Click on ok.

  • Click on save and publish. Wait until publish.

OUTPUT

anurag Tyagi