Multi-select Fields in Business Rules

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Posted on by Jason Fleming

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Hi Guys,

Currently Multi-select fields are not available to use in business rules or workflows. If I am wrong on this please say so.

I use nulti-select fields to track the reasons why a customer might leave us. However, I cant make this a required field when a customer is tagged as lost because it cant be used in a business rule. My users dont always remember to add this in and so its leaving a hole in my data.

Looking for ideas around this. First off I thought of adding a new field called "have you added a reason" make this a yes no field and make it required, therefore it makes the user think and reminds them to add in the data, however, it leaves it open to just populating this new field to yes without actaully adding in a reason.

Other suggestions around this are very welcome.

Regards

Jason

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meelamri 13,216 User Group Leader on at

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RE: Multi-select Fields in Business Rules

Hi Jason,

For the moment, multi-select fields are not supported by the Business rules.

It will be possible to implement your need with a JavaScript code.

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Jason Fleming 288 on at

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RE: Multi-select Fields in Business Rules

Thanks Mehdi,

I cant code and havent geared myself up to try and understand the javascript import etc, if this is a pretty easy task to complete I would like to try.

Regards

Jason

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Community Member on at

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RE: Multi-select Fields in Business Rules

Hi Jason,

You can use following synax to set the field requirement level:

formContext.getAttribute(arg).setRequiredLevel(requirementLevel)

In my test, there are two fields in the account form, i want to make the 'Reasons' field required when the 'IsLost' field id yes.

You can refer following steps to know how to set it:

(1)JS code:

function setFiedrequirementasrequired(executionContext) { // Getting formContext var formContext = executionContext.getFormContext(); // Get value of IsLost var isLost = formContext.getAttribute("custom_islost").getValue(); // Check condition if custom_islost field value is Yes, Reasons set field requirements as required. if (isLost == 1) { //setting Reasons field requirement as required. formContext.getAttribute("custom_reasons").setRequiredLevel("required"); } }

(2)Go Settings > Customizations > Customize the system > Entities > Account > Forms to open one main form:

a.Click 'Form Properties' to open the dialog, then click ' Add' button:

b.Click 'New' button:

c.Create a new web resource:

d.Navigate to the form page, add it.

e.Set Event Handlers

f.Save and Publish.

(3)Result:

Maybe you need provide more details to make me edit the js code to meet your needs.

(1)What is the entity for customer?

(2)How to tag the customer as lost?

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