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Microsoft Dynamics CRM (Archived)

Business Rule on scope=entity doesn't seem to work (consequently)

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Posted on by 12

Hi dear reader,
Thanks for reading my challenge.

We’re discussing a CRM 2016 on premise installation.

To keep things simple, I’m using an simplified example.

 

My entity has two custom fields: A and B. Both fields are of the data type “Two options”. Both included in the main form.

 

There is a plugin running along saying: if A is checked OnSave, the record cannot be changed afterwards anymore. I can not disable this plugin.

 

I would like to create a Business Rule that says: as soon as A is checked, B should be checked also! I want the scope to be Entity because I want it to run without using a form of any kind.

And, so I did (wasn’t too complicated).

 

 

Now, when I use advanced find to list the records of this entity, I select a few and use bulk update to have field A checked. In the database I see that the Business Rule hasn’t done anything, which I could understand due to the plugin. So, A=1 and B=0.

But! When I open the form of one of the changed records, both A and B are checked. Obviously B is checked OnLoad (I see the 'unsafed data' notification on the bottom right), but still: how is that possible if there’s a padlock on áll fields (because of the plugin)?

I still get the feeling that the Business Rule can overrule the read-only state of the fields, but not all behaviour substantiates that.

  

Am I fighting windmills here? Is this only to be done using another plugin (or changing the running one)? Any other ideas?

(obviously, an asynchronous workflow that checks B when A is checked, fails because the field cannot be changed anymore)

 

Again, thanks for reading and thinking along with me!

 

Best regards,

Jeroen

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  • Verified answer
    Somesh2207 Profile Picture
    1,563 on at

    Hi Jeroen

    Business rules with entity scope run synchronously and should execute before the Plugin code.

    The only scenario where I think it would not work is that your Plugin is registered on "pre-operation" or "pre-validation".

    If your Plugin is on post-operation, your business rule should work. Can you please check if this is the case.

    This is what I think is causing the issue according to me.

    Please mark this as answer if it resolves your query.

  • Jeroen J Profile Picture
    12 on at

    Amázing! First shot = bullseye!!

    (and, I would never have found this out myself.. knowing a bit too little about plugins)

    Thank you very much, Somesh! You made my day!

    Best regards,

    Jeroen

  • Somesh2207 Profile Picture
    1,563 on at
    Thanks Jeroen, Glad I could help you

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