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Basic Data Validation

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[Applies to: Microsoft Dynamics CRM 4.0]

You can set options to set limits on data that may be stored in different fields in a form. Each type of attribute has some limitations. However, these limitations can be modified to be more restrictive. Make sure that you always validate data before you try to set a value. Invalid data results in one of the following:

  • An error is displayed when the change occurs.
  • An error is displayed when the user tries to save the record.
  • The data that you set in a field will not be saved.

Each type of field has specific limitations. For example:

  • String and Memo fields cannot exceed the MaxLength property.
  • Integer, float, money, and decimal fields cannot exceed the Min and Max properties.
  • Picklist option values must exist in the allowed range of options for the picklist.
  • Lookup values must match the appropriate existing records in the database.
  • StatusReason options must be appropriate for the state of the record.

You can test data before setting field value and take appropriate action. This may include the following:

  • Truncating string data to fit.
  • Alerting the user of a problem so that the user can address it manually.
  • Canceling the action.

A common scenario for form scripting is to set the value of one integer field based on the values found in two other fields. On the surface the code to achieve this might appear simple. For example if you have three custom integer fields the following code will work most of the time if put in the OnChange event of the fields that are factors in the equation or in the OnSave event of the form.

// Get a reference to all three fields.
var fieldA = crmForm.all.new_fielda;
var fieldB = crmForm.all.new_fieldb;
var fieldC = crmForm.all.new_fieldc;
// Do the calculation.
fieldC.DataValue = fieldA.DataValue * fieldB.DataValue;

The following example shows a more sophisticated approach that considers that the product of the equation may exceed the limits on the third field. This same code (except for one line) is applied to the OnChange event of both of the fields that are factors in the equation.

// Get a reference to all three fields.
var fieldA = crmForm.all.new_fielda;
var fieldB = crmForm.all.new_fieldb;
var fieldC = crmForm.all.new_fieldc;
// If Field A has no value, set the user's 
// pointer on Field A so that they can add data and do not set field C.
if (fieldA.DataValue == null)
{
   fieldA.SetFocus();
   return;
}
// Do the same for Field B.
if (fieldB.DataValue == null)
{
   fieldB.SetFocus();
   return;
}

// After establishing that both fields have data, 
// set the value of field C if it does not exceed the capacity.
var test = fieldA.DataValue * fieldB.DataValue;
if ((test < fieldC.Max) && (test > fieldC.Min))
{
   fieldC.DataValue = test;
}
else
{
   alert("The value of the calculation exceeds the capacity of Field C.")

   // This field reference depends on which field the script 
   // is configured for (either A or B). 
   // The current value should be set to null.
   fieldB.DataValue = null;
   // fieldA.DataValue = null;

   // You want to cancel out the value that was previously changed.
   fieldC.DataValue = null;
}

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