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Microsoft Dynamics CRM (Archived)

Quick Create forms - business rules and missing fields

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Posted on by 3,079

I have a business rule that I only want to run before the record has been saved.  On the regular form, I accomplished this by checking for whether "Created On" contains data (and I then added the Created On field on the form).  However, we also use the Quick Create form on this entity.  I originally had the business rule set to All Forms, but it doesn't run on the Quick Create form since it doesn't have Created On.  I can't even add it - it's not in the list of available fields.

However, of course it will never be saved if it's on the Quick Create form, so I'd be fine having a different version of the BR that just always runs, rather than doing the check.  But the QC form isn't an option for setting form scope.

I know I could do this with Javascript, but as usual I'm trying to minimize that for future maintenance by non-coders.  Is there any OOTB trick for this that I'm missing, to run a BR only on record create (regardless of whether it's a regular or QC form)?

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  • Verified answer
    awalters Profile Picture
    3,079 on at

    So both of the issues above still seem to be in effect (the BR one in particular is weird, as it seems just as likely that someone would want to set a BR to run only on the QC form as on any other individual form).  However, after hitting post I realised the workaround - I made a flag field called isCreated, defaulted it to no, and set it to yes via workflow when the record is created.  I can then put this (hidden) on both forms, and successfully check it in the BR.

  • Gaz Powell Profile Picture
    30 on at

    Hi Allison

    That's a really good tip to use a hidden flag, I'll remember that for the future.

    We've come across a similar issue trying to apply the same rule on 'All Forms', but the QC form can't include calculated fields (for the same reason as 'Created On', I assume). We've created two rules scoped to All Forms with the same initial check condition, but different fields being shown/hidden/locked/unlocked etc. Both BRs will run on the main form, but only the one with the correct fields will run on the QC, the other will fail and have no influence.

  • Suggested answer
    jemunoz1 Profile Picture
    14 on at

    So, I had the same issue, I wanted to add the CREATED ON to the quick create, initially wasn't showing, but I renamed the field CREATED ON to some other name like DATE ADDED, then save, publish, and now it shows as an available field on the Quick Create

  • CRM Thirsty Profile Picture
    32 on at

    Renaming the Created On field worked. Thank you for this handy tip

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