Microsoft Dynamics® CRM Training
Flow Form Field Validation
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A great feature of the new flow forms in Microsoft Dynamics CRM is auto save. This feature helps ensure users do not lose edits recently made to records. Auto saves occur 30 seconds after the first edit of a record, when the record is closed, when certain command bar buttons are clicked, such as New, and when the save icon is manually clicked. There are instances when auto save does not occur successfully though. In this lesson, we focus on one of them: improper data entry.
Certain field types trigger something called “field validation”. When a user enters data into one of these fields, and then tabs off or clicks away from the field, Dynamics CRM automatically validates the data entered into the field. Basically, it checks to make sure that the data entered meets certain criteria.
One example of where field validation occurs is the e-mail field type. When a user enters an e-mail address into one this field type, Dynamics CRM makes sure that it is indeed a valid e-mail address. Watch what happens if I forget to enter the ampersat, or the “at” symbol. When I click away from the field, a red “x” icon appears next to the field. If I try to save the record, or wait for auto save to run, an error notification appears at the bottom of the window. I cannot save any changes made to the record since I entered this invalid information. If I attempt to close the record without fixing the data, Dynamics CRM notifies me that if I close this record, I will lose changes made to it.
Attribute types that utilize field validation include: date field, date time field, currency, whole number, decimal and floating point fields, e-mail fields, website fields, and required fields. Field validation can also extend to applicable custom attributes that are added to the form.
Understanding field validation should prevent you from losing any changes made to a record where invalid data was entered. Notifications are in place to help prevent users from closing an unsaved record, but it is good to know that auto save does not always run successfully.
For more tips, tricks, and tutorials, please refer to the Success Portal or our xRM.com blog.