In account entity create PO(purchase order) required - two option set field, while create of case or update of case on customer field, if account PO required is yes the make contact field mandatory in Case entity.
For this we need to understand the requirement. we need to write code in JavaScript to achieve this.
Step1: Fist create the Purchase order field in account i.e. Two option set.
Step2: Write the plugin to retrieve the record data based on the lookup in case
Step3: Check that PO status, if the yes then customer filed set as required, if no clear the error message and clear the required filed on customer
Javascript code
function Customerlookupincase(executionContext) {
var formContext = executionContext.getFormContext();
var IdofCustomr = formContext.getAttribute("customerid").getValue();
if (IdofCustomr != null) {
Xrm.WebApi.retrieveRecord("account", IdofCustomr[0].id, "?$select=cr8d7_purchaseorder").then(
function success(result) {
console.log(result);
var purchaseorder = result["cr8d7_purchaseorder"]; // Boolean
if (purchaseorder == 1) {
var field = formContext.getAttribute("primarycontactid");
field.setRequiredLevel("required");
var control = formContext.getControl("primarycontactid");
control.setLabel(control.getLabel() + " *");
} else {
formContext.getAttribute("primarycontactid").setRequiredLevel("none");
formContext.getAttribute("primarycontactid").fireOnChange();
}
},
function (error) {
console.log(error.message);
}
);
}
else {
// Xrm.Page.getControl("primarycontactid").clearNotification();
// formContext.getAttribute("primarycontactid").fireOnChange();
return;
}
}
For this account purchage order is no then Contact is set as not required
Below image po is No So Contact As Not required
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