Service | Customer Service, Contact Center, Fie...

Prevent case creation

(0) Share

Report

Posted on by Ibakordor Kharmih

Hi, I need to prevent a user from manual case creation for a certain type of account.
The condition is: If Account field equals Internal, pop an error message preventing user from creating the case.

Can you help share solution or the process on how can I do this?

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

RudyZhang Microsoft Employee on at

Like (0)

Report
Prevent case creation

Hi,

We have analyzed your requirements, and we think that you can execute a custom JavaScript function on the /On Save/ event of the form that will popup if the value of a field in the form is a specific value and block the save.

Here is some sample code.

function testfunc(executionContext) { // get form context var formContext = executionContext.getFormContext(); // replace 'title' with the logical name of your field var testfield = formContext.getAttribute("title"); if (testfield != null) { var testFieldValue = testfield.getValue(); if (testFieldValue == 'TTT') { executionContext.getEventArgs().preventDefault(); // show error message alert('Error: Cannot create case for Internal account.'); } } }

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

Was this reply helpful? Yes No
Ibakordor Kharmih on at

Like (0)

Report

Prevent case creation

Thank you for the code, can you share where exactly do I upload the code. Is it on the button or form? Can you share the detailed steps from the start?

Was this reply helpful? Yes No
Suggested answer

RudyZhang Microsoft Employee on at

Like (0)

Report

Prevent case creation

Hi,

Here are some steps to use this sample code.
1. Edit the application to find the form you need to change

2. Click Add /On Save/ event to upload this function to /Web Resources/.

3. Fill in the function to be called and check the box /pass execution context as first parameter/.
4. Click /Save and Publish/ to publish the form and application.

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

Was this reply helpful? Yes No