Required field in Dialog Process

Dialogs are deprecated (as of the December 2016 update), but I got this query from customers of an existing project. So I thought I should posted what I found here just in case.

There is no out of the box way to make a field required in a dialog process. Luckily, there is a workaround, and it has limitation though. I found it in a post here.

1. Starting in a newly created Dialog, (make sure you already have added a Page and the Prompt and Response that you would like to make requiredfirst verify that the Dialog is set to run “As an on-demand process” and “As a child process”.

Dynamics CRM Dialog

2. Select the Page containing the required Prompt and Response field and add a Check Condition step.

Dynamics CRM Dialog

Notes: Build your If condition to check the Prompt and Response value. You can access your Prompt and Response value under Local Values when specifying your If condition. Your “If” condition should also check to see if it does not contain data. For refrence in getting this set up, visit The CRM Book.

Dynamics CRM Dialog

3. Now that we have our If condition set, our Dialog looks like this:

Dynamics CRM Dialog

4. Under the Check Condition step, click “Select this row and click Add Step” and add a Link Child Dialog step.

Dynamics CRM Dialog

6. In the Link Child Dialog setup, select the current Dialog to creating a loop until the Prompt and Response has data. This will effectively make the prompt and response field required.

Dynamics CRM Dialog

7. Time to test! Save and Activate the Dialog.

8. Next, navigate to the appropriate record and run the Dialog.

Dynamics CRM Dialog

9. With no data in the Dialog,click the Next button. You will notice that the dialog does not proceed.

10. Enter data into your field and click Next. You are now presented with the next page in your dialog.

Note: if your dialog has multiple page, it always send you back to the first page when it fails the condition check.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s