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Form configuration

For each form where validation is required the EDQ Form Manager library must be loaded and the EDQ field controls must be configured on the required address, email and phone form fields.

Configuring the form library

The edq_formmanager web resource will need to be added to the form by following these steps:

  1. Go to Customize the System.
  2. Expand Entities in the left panel.
  3. Expand the entity you want to configure (e.g. Account) and click Forms under the chosen entity.
  4. Click the form you want to configure (e.g. Account Quick Create). This will open a new window.
  5. Select Form Properties from the ribbon to open the Form Properties dialog box.
  6. In the Events tab click the top Add button and add the web resource edq_formmanager to the form.
  7. With the OnLoad event selected, click the bottom Add button to open the Handler Properties dialog box.
  8. For Library select the previously added edq_formmanager and in the textbox labelled Function type in edq_onLoadHandler. Be sure that both checkboxes labelled Enabled and Pass execution context as first parameter are selected.
  9. Click OK to close the Handler Properties dialog box.
  10. Click OK to close the Form Properties dialog box.

Form properties

Configuring the field controls

On each form, the address, email and phone fields should be configured with the appropriate EDQ control to enable validation. With the form window still open follow these steps:

  1. Select the first address field you would like to be validated, typically Address 1: Street 1 by default.
  2. Click Change Properties from the ribbon and go to the Controls tab.
  3. Click Add Control….
  4. Scroll and select EDQAddress, and click Add.
  5. Select where you want the control to be enabled - Web, Phone and/or Tablet.
  6. Click the pencil icon by Mapping name.
  7. Select Bind to a static value and in the text box enter the Mapping name. This would be Address1 or Address2 if you're following the quick setup instructions and using the mappings that come pre-configured with the solution.
  8. Click OK to close the Mapping name dialog box.
  9. Click OK to close the Field Properties dialog box.
  10. Repeat these steps for other address fields as required.

Field properties for an address field

  1. Select the email field you would like to be validated.
  2. Select Change Properties from the ribbon and go to the Controls tab.
  3. Click Add Control….
  4. Scroll and select EDQEmail, and click Add.
  5. Select where you want the control to work - Web, Phone and/or Tablet.
  6. Click OK to close the Field Properties dialog box.
  7. Repeat these steps for other email fields as required.

Field properties for an email field

  1. Select the phone field you would like to be validated.
  2. Select Change Properties from the ribbon and go to the Controls tab.
  3. Click Add Control….
  4. Scroll and select EDQPhone, and click Add.
  5. Select where you want the control to work - Web, Phone and/or Tablet.
  6. Click OK to close the Field Properties dialog box.
  7. Repeat these steps for other phone fields as required.

Field properties for a phone field

Save and publish the form

  1. Click Save and then Publish to commit your form changes.
  2. Close the form window and then repeat the steps on this page for other forms as required.

Quick setup complete

You have now completed the quick setup steps to enable basic address, email and/or phone validation on your forms. If you want to take things further the next sections detail the additional data you can configure, creating new fields to store validation status and timestamp as well as the additional data, mapping the data to fields on your forms, plus other advanced configuration options.

Microsoft D365 CE PCF

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