Scenario Overview 

In this scenario, we want to use some of North52s functionality with a custom JavaScript we have.

Using the North52 formula ExecuteCustomJSFunction , we can call upon any Custom JavaScript functions that have been loaded to the Form. 

North52 Decision Suite Solution

The North52 Decision Suite solution works like this:

• A formula of type Clientside - Perform Action' is created on the Account entity
• This Formula will be triggered whenever an Account is loaded using the default Account Form. 
• The formula will execute the custom JavaScript function. 
  • This Function will show a Form Notification. 
  • It will also use Findvalue to grab the Accounts associated Contact description Field and show it in the Form Notificaiton.

Custom JavaScript steps

Note 1 : If you already have your own custom JavaScript, you may wish to skip this step. 

For this example , we will create a simple custom JavaScript that will set a Form Notification whenever the default Account form is loaded. 

• Open up the CRM solution you are working in.
• Under Components , click New > Web Resource.
• Under Name , enter "LoadJSonAccountForm"
• Under Display Name , enter "LoadJSonAccountForm"
• Under Type, select Script(JScript)
• A Text Editor button should appear, click on it.
• Copy and paste the JavaScript Functions below.
• Click Ok.
• Click Save and Publish.

JavaScript Functions. 

if (MyNamespace === undefined) {
    var MyNamespace = {};
}


 MyNamespace.onLoadShowDescription = function(parm_one){

Xrm.Page.ui.setFormNotification("The Description field from the primary contact :  " +
 parm_one ,"INFORMATION","3");

}

Add JavaScript to Form 

• Open up the Account Form editor
• Under Home , click on Form Properties. 
• Under Event List > Form Libraries, click Add. 
• Use Search to find your JavaScript. 
• Click Add
• Click Ok , save and Publish. 

North52 Decision Suite Steps

• Create a new formula of type Clientside  - Perform Action'
• Set the Mode to 'Client Side'
• Set Event to 'Create & Update'
• Set Source Entity as 'Account'
• Set Source Property to ***Account Events ***  >  'OnLoad'
• Click into the Formula Editor canvas
• Copy and paste the formula below into the Formula Editor
• Click Save

Formula

 ExecuteCustomJSFunction('MyNamespace.onLoadShowDescription', 
   
   			FindValue('contact', 
                                  'contactid',
                                   [account.primarycontactid], 
                                   'description',
                                   'Not Found')
)