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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Multiple Form Business...
Microsoft Dynamics CRM (Archived)

Multiple Form Business Rules

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Posted on by Community Member Microsoft Employee

Hi, I am wondering if there is any way to create a business rule that spans across more than just one form for a scope. I have changed the scope in the business rule but it doesn't seem to do anything. Here is an example of what i am trying to do: 

I want to have a business rule that when a user adds a new appointment activity (appointment entity), it will take the "name" and "date" field from that entity and place those same values in the Account form (account entity) under the fields of "last visited name" and "last visited date". 

I am able to get it to work on one form or the other, but never be able to connect both entities in one business rule, is there a way to change the scope to be able to include multiple forms/entities in one business rule? Or at least like a variable of some kind that i can pass from one business rule to another?

Thanks for your help!

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Multiple Form Business Rules

    I actually figured it out, it wasnt too complicated. Thanks again!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Multiple Form Business Rules

    Awesome! sounds like a plan thanks so much! Do you think you could explain this process of the roll up field and the simple workflow for appointments a little bit? I have never created a workflow before so any help would be great! thanks again!

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Multiple Form Business Rules

    For the date, I would use a Roll Up field created on the Account page.  This would roll up the date from the Appointment to the Account page.

    As for the name, a simple workflow created for Appointments that will copy the name to the new field on the Account Page would work.

  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at
    RE: Multiple Form Business Rules

    Hi,

    You cannot do this using business rule, but you can do this using workflow.

    You need to create workflow on appointment activity, which will update account entity fields.

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