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Microsoft Dynamics CRM (Archived)

Business Rule that tests Yes/No field

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I'm trying to create a business rule that checks to see if the user has selected either Yes or No from a Two Option field. I have 5 of these and just need to verify that the user has specifically set all of them to either Yes or No. If they have left any of them as the -- default the test would fail and the action would not be triggered. If they have all been set then the action should fire. I thought this could be accomplished by creating a rule that looks like this:

If field 1 equals "No, Yes"

and Field 2 equals "No, Yes"

and Field 3 equals "No, Yes"

and Field 4 equals "No, Yes"

and Field 4 equals "No, Yes"

The problem is that unless they are all set to "No" the action will not be triggered. Am I missing something? I assumed that testing for both values in the Two Option field would work.

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  • Verified answer
    ManirajKV Profile Picture
    1,477 on at

    Hi,

    If its Two-Option datatype, then by default it will be No. So you can't track, whether the user choosen or not.

    so try using Option-Set as datatype, there you will get YES,NO and Empty option. By Default these option set has empty value and make it mandatory. So that user will choose it. Then you can trigger your action or wtever functionality.

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