How to prevent a picklist field from resetting its value in Dynamics CRM 4.0 using JavaScript?

Other Questions JavaScript
1

I am facing a challenge with a picklist field called new_result that initially has a default value of undefined. When a user selects an option from this field, I need it to be locked and rendered inactive. However, when reopening the record after some time, the script should run to keep this field disabled. Currently, the functionality works correctly when selecting a value, but the problem arises upon record reopening: the function activates, yet the conditions aren’t satisfied because new_result reverts to an undefined state, thus enabling it again. I suspect this could be related to the necessity of forcing the submission of the new_result. I’m unable to resolve this issue.

Here’s an example without using forceSubmit:

  LockStageTwo = function() {
    if ((crmForm.all.new_result.DataValue !== undefined) && (crmForm.all.caseTypeCode.DataValue === 1)) {
        crmForm.all.additionalReason.Disabled = true;
        crmForm.all.new_result.Disabled = true;
    } else {
        crmForm.all.additionalReason.Disabled = false;
        crmForm.all.new_result.Disabled = false;
    }
}

I would appreciate any helpful advice.

2

To keep the picklist field locked after reopening a record, you can store the selected value in a custom field or attribute. Use this stored value to disable the field on load. Here's a quick adjustment:

LockStageTwo = function() {
    var resultValue = crmForm.all.new_result.DataValue || crmForm.all.new_result.StoringField;
    if (resultValue !== undefined && crmForm.all.caseTypeCode.DataValue === 1) {
        crmForm.all.additionalReason.Disabled = true;
        crmForm.all.new_result.Disabled = true;
        crmForm.all.new_result.StoringField = resultValue; 
    } else {
        crmForm.all.additionalReason.Disabled = false;
        crmForm.all.new_result.Disabled = false;
    }
}

Ensure StoringField holds data persistently between sessions.

3

To address the issue of the new_result picklist resetting to an undefined value in Dynamics CRM 4.0, consider supplementing the existing logic with persistent storage. Claire29's suggestion of using a custom field is on point, but let's refine it further for clarity and effectiveness.

Since Dynamics CRM 4.0 doesn't inherently support session storage or local storage, a viable solution involves saving the picklist's state directly into a custom attribute in Dynamics. This attribute should be updated every time the field's value changes and then be utilized during the form loading to maintain the state.

Here’s a step-by-step solution:

LockStageTwo = function() {
  // Retrieve the hidden field value or the newly stored picklist value
  var storedValue = crmForm.all.hidden_result.DataValue;

  // Retrieve current picklist value or use the stored one
  var currentValue = crmForm.all.new_result.DataValue || storedValue;
  
  // Update the hidden field only when there's a new selection
  if (currentValue !== undefined) {
    crmForm.all.hidden_result.DataValue = currentValue;
  }

  if (currentValue !== undefined && crmForm.all.caseTypeCode.DataValue === 1) {
    crmForm.all.additionalReason.Disabled = true;
    crmForm.all.new_result.Disabled = true;
  } else {
    crmForm.all.additionalReason.Disabled = false;
    crmForm.all.new_result.Disabled = false;
  }
}

Steps to Implement:

  • Create a hidden field in your CRM form, for instance, hidden_result, for persistent storage.
  • Ensure the form script updates this field every time a new selection is made in new_result.
  • On form load, check and apply the value from hidden_result to decide if the new_result should remain disabled.

By using a hidden attribute to store the state, you retain the value across sessions and solve the issue effectively, ensuring the picklist remains locked as needed.

4

When handling a picklist reset issue in Dynamics CRM 4.0, one efficient solution is to persist the selected option in a custom attribute. This approach ensures the picklist retains its state across sessions. Here's a clear method to implement this:

LockStageTwo = function() {
    // Fetch the stored value from a hidden custom field
    var savedValue = crmForm.all.saved_new_result.DataValue;

    // Use either the current or saved value
    var currentValue = crmForm.all.new_result.DataValue || savedValue;
    
    // Store current value for future reference
    if (currentValue !== undefined) {
        crmForm.all.saved_new_result.DataValue = currentValue;
    }

    // Disable the fields if conditions are met
    if (currentValue !== undefined && crmForm.all.caseTypeCode.DataValue === 1) {
        crmForm.all.additionalReason.Disabled = true;
        crmForm.all.new_result.Disabled = true;
    } else {
        crmForm.all.additionalReason.Disabled = false;
        crmForm.all.new_result.Disabled = false;
    }
}

Actionable Steps:

  • Create a hidden field in the CRM form, such as saved_new_result, to store selected values.
  • Update the hidden field every time the new_result value changes.
  • On form load, read from saved_new_result to lock the fields appropriately.

This method ensures the picklist field's value persists between sessions, maintaining the required disabled state efficiently.

5

To resolve the picklist reset issue in Dynamics CRM 4.0, store the selected value in a custom attribute. Check this attribute on form load to disable the picklist as needed. Here’s a snippet:

LockStageTwo = function() {
    // Fetch stored value from a custom attribute
    var storedValue = crmForm.all.custom_result.DataValue;

    // Use current or stored picklist value
    var currentValue = crmForm.all.new_result.DataValue || storedValue;
    
    // Save picklist value for next session
    if (currentValue !== undefined) {
        crmForm.all.custom_result.DataValue = currentValue;
    }

    // Lock fields based on conditions
    if (currentValue !== undefined && crmForm.all.caseTypeCode.DataValue === 1) {
        crmForm.all.additionalReason.Disabled = true;
        crmForm.all.new_result.Disabled = true;
    } else {
        crmForm.all.additionalReason.Disabled = false;
        crmForm.all.new_result.Disabled = false;
    }
}

Steps:

  • Create a hidden attribute custom_result in CRM for storing values.
  • Update custom_result each time new_result is modified.
  • Use custom_result during form load to control field states.
6

The challenge of maintaining a selected value in a picklist across different sessions in Dynamics CRM 4.0 can be addressed by employing a hidden field or custom attribute to persist the state. This ensures that the picklist retains its value and the functionality expected when reopening a record. Let me propose a technique that complements earlier suggestions:

In this instance, we focus on persisting the picked value in a hidden attribute and verify it each time the form loads. Here's a refined solution:

LockStageTwo = function() {
    // Obtain value from a hidden storage field
    var persistentValue = crmForm.all.persistent_result.DataValue;

    // Determine active picklist value, default to stored if undefined
    var currentValue = crmForm.all.new_result.DataValue || persistentValue;

    // Store the current picklist value for future sessions
    if (currentValue !== undefined) {
        crmForm.all.persistent_result.DataValue = currentValue;
    }

    // Conditionally disable fields based on the picklist value and case type
    if (currentValue !== undefined && crmForm.all.caseTypeCode.DataValue === 1) {
        crmForm.all.additionalReason.Disabled = true;
        crmForm.all.new_result.Disabled = true;
    } else {
        crmForm.all.additionalReason.Disabled = false;
        crmForm.all.new_result.Disabled = false;
    }
}

Implementation Steps:

  • Add a hidden field, like persistent_result, in your CRM system to hold the value over sessions.
  • Ensure the script updates persistent_result whenever a new selection is made in new_result.
  • Utilize the stored value from persistent_result when loading the form to determine whether the fields should remain disabled.

This technique integrates persistent state management directly within the CRM, ensuring the picklist field remains locked according to the designated criteria, regardless of record reopening.