CODEWITHSUNDEEP
dynamics-crmcrmmicrosoft-dynamicsdynamics-crm-onlinedynamics-365
cheslijones
cheslijones

Reputation: 9194

Checkbox = true if specific field(s) are updated

I'm syncing Account and Contact information between Dynamics CRM 365 and QuickBooks Desktop.

What I'm trying to do in CRM is have a checkbox called something like "Address updated since last QB Sync". It is locked so the user can't touch it and should automatically be checked when a user updates specific fields: company name, address, phone, email.

Trying to do this with a business rule, but apparently does not seem possible. Would be the best way to handle this (web resource, business process, etc)?

Upvotes: 0

Views: 1245

Answers (3)

cheslijones
cheslijones

Reputation: 9194

What I ended up doing was creating a web resource and assigning it to the OnChange event of the fields I wanted to monitor for changes:

function fieldChanged() {
  Xrm.Page.getAttribute("new_updatessincelastqbsync").setValue(true);
}

address1_composite was a bit tricky since it wasn't detecting the OnChange event. Had to add the field that comprise of the composite as hidden fields and add the web resource to the OnChange event for those. Now it is working 100%.

Upvotes: 0

Marcelo Acosta
Marcelo Acosta

Reputation: 189

You could also create a Workflow process that triggers when some of the attributes is updated, this is more inline with the use customization strategy that MSFT recommend, the downside is that you will have to create one Workflow for each of the entities

Hope It Hepls - M.Acosta.D

Upvotes: 0

Arun Vinoth PrecogTechnologies
Arun Vinoth PrecogTechnologies

Reputation: 22836

Pre-update plugin will be your best bet. Write a C# plugin to set the checkbox (bool) attribute in target entity if any of those four attributes are changed.

Register the target entity as Contact, even you can filter those four attributes in filtered attributes of Plugin step.

This avoids an explicit record update, also the plugin will fire only when any of those four fields were updated, and the flag will be set within the same DB transaction as an additional attribute.

Upvotes: 2

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