MS Dynamics CRM-如何测试帐户中是否存在Notes记录

Question

I need to check (OnLoad) whether an Account has Notes added to it. I've tried doing this using workflows but that only tests after a Note is added rather than if they are already there ie On Change, On updating, On status change etc.

Also tried accessing Notes via JavaScript but seems to not be able to reach the attribute. Will paste JScript here if this will help, though that might be the wrong way to go anyway.

function NotesAlert() {

 // the 'notestext' field is the Notes description area

  var NotesDesc = Xrm.Page.getAttribute("notestext").getValue();

  if(NotesDesc !=null) {
     Xrm.Page.getAttribute("dt_legacyuserurn").setValue("Notes exist for 
     this Acc");
  }
}

Answer 1

Whether it is client side (JavaScript) or server side (C# plugins, workflows), you have to query the associated notes (annotations) for that particular account record & do the validation.

If you want to validate it in JS, use web api to get the associated notes of account from onLoad & onSave Form events, even onChange of fields can be done like below.

var query = "/api/data/v8.2/annotations?$filter=_objectid_value eq" + accountId;

If you want to validate in Plugins/Workflows (custom), use fetchxml or query expression to query the associated notes of account from Create, Update messages.