web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Blogs / xRMCenter / Business Rules for a First ...

Business Rules for a First Look

nghieppham Profile Picture nghieppham 4,755

Since Microsoft Dynamic CRM 2013, Business Rule is big change that help developer is more easier to interact with CRM form without coding, but many beginners have been confusing about business rule and think that it will replace Xrm  API client script. This article will be written about business rules and scenarios which we can use business rules instead of Client Scripting.

Common Scenarios

  • Change Level of Fields
  • Show/hide components on forms
  • Validation of data entered complex required field validation

Specification of Business Rules

  • Allowing declarative specification of business rules.
  • Consist of Condition and Action
  • Run on the client and still support client + server model
  • Context execution of rule uses Xrm.Page API

How to Create Business Rules

  • Business Rules can be created in context of Entity.
  • Business Rules can target all forms or specific form.
  • How to access Rules
  • From Solution Explorer -> Entity -> Business Rules
  • From Solution Explorer -> Enity -> Fields -> Field -> Business Rules
  • From the Form Editor -> Business Rules Explorer
  • Form the Form Editor -> Field Properties Business Rules tab

When will we use Business Rules?

Business Rules Xrm.Page API Client Script
  • Set Simple Values
  • Set Required/Not Required field
  • Show/Hide Field
  • Show Field Error Message
  • Enable/Disable Fields
  • Set Complex Value
  • Set Business Recommended
  • Show/Hide Section or Tabs
  • Show Form Level Notification
  • And more complex thing…

 



This was originally posted here.

Comments

*This post is locked for comments