{"id":6751,"date":"2017-10-13T17:35:27","date_gmt":"2017-10-13T12:05:27","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=6751"},"modified":"2017-10-13T17:35:27","modified_gmt":"2017-10-13T12:05:27","slug":"reading-set-personal-options-user-settings-and-applying-it-on-number-and-currency-datatype-fields","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2017\/10\/reading-set-personal-options-user-settings-and-applying-it-on-number-and-currency-datatype-fields\/","title":{"rendered":"Reading \u2018Set Personal Options\u2019 user settings and applying it on Number and Currency Datatype Fields"},"content":{"rendered":"

Introduction:<\/strong><\/h3>\n

Microsoft Dynamics 365 allows the user to customize the formatting of Number, Currency, Date and Time<\/em> datatype fields that are used on Entity Forms (For example, Annual Revenue field on the Account entity form<\/em>).<\/p>\n

Formatting the Number and Currency datatype fields:<\/strong><\/h3>\n

The user can format the datatype fields by simply navigating to Settings > Options > Formats > Customize <\/em><\/strong>and set the required values for the datatypes.<\/p>\n

\"Reading<\/a>After this, all the fields will be formatted based on the values selected in the \u2018Format\u2019<\/em> tab for Number, Currency fields on the entity form.<\/p>\n

So based on the values selected in the above screenshot, the Annual Revenue (Currency)<\/em> & No. of Employees (Number)<\/em> fields on the Account entity form would look like the screenshot below;<\/p>\n

\"Reading<\/a>The formatting will be reflected on all the fields of the entities in Dynamics CRM.<\/p>\n

Reading \u2018Set Personal Options\u2019 user settings and applying it on Number and Currency Datatype Fields:<\/strong><\/h3>\n

Recently, we had a business requirement to show a \u2018Sum\u2019<\/em> button that on clicking would pop an \u2018<\/em>HTML Card\u2019<\/em> with sum of the \u2018Annual Revenue\u2019<\/em> for all the records fulfilling certain criteria.<\/p>\n

\"Reading<\/a>However, as seen from the above screenshot, the formatting we applied (Decimal Symbol & Digit Grouping Symbol<\/em>) for \u2018Annual Revenue\u2019<\/em> and \u2018No. of Employees\u2019<\/em> was not reflected on the card.<\/p>\n

So, we found a workaround, where we read the user\u2019s \u2018Set Personal Options\u2019<\/em> setting and dynamically apply it on our HTML Card.<\/p>\n

Now, when the user changes the \u2018Set Personal Options\u2019<\/em> setting, the formatting pattern would be reflected on the fields just like it would reflect on the fields (Annual Revenue & No. of Employees<\/em>) available on the entity form.<\/p>\n

To achieve this we need to follow the steps mentioned below:<\/p>\n

We need to include all the attributes that we want to retrieve from \u2018User Settings\u2019<\/em> entity in our FetchXML.<\/p>\n

In our case, we included the following attributes;<\/p>\n