Question

I’ve created my own solution with a custom entity of type activity. I’d like to show a message whenever a new instance of it is created using an existing contact but not allow the user to create one, if only attempting to do that without going via contact.

Basically, my aim is that it won’t be impossible to just create that activity (the form will be hidden directly at any attempt except for one way only). The user will have to go to contacts (or leads etc.) and in there add and create an instance of the custom activity entity. That way, I can assure that the field “regarding” will be filled out already.

I’m guessing that I need to detect somehow that the opening of the form is a creation attempt. How can I do that?

Also, as it is now, the user can’t create a contact-less activity of the custom type because it doesn’t appear on the menu with other activities. I must have disabled it somehow but I have no idea how. Anybody who has one?

Answer 1

In addition to Mr Wood, I’d like to show you some code. It works as supposed to but I’m not sure if it’s optimal.

var foo = function () {

  var whatIsGoingOn = Xrm.Page.ui.getFormType();

  if (whatIsGoingOn === 1)
    alert("Let there be an entity!");
  else
    alert("Not a creation...");
}

The other states’ (deletion, update etc.) numeric values are listed here.