My Business rule works perfectly on new Account records but not on existing records. The scope of my business rule is on All forms.
Can somebody tell me what i did wrong? Or what I need to check?
Thanks!
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I found out that I should have used the option "Set Field Value" instead of "Set default value". Once I changed that it solved my problem.
If:
"Relationtype: Agent" is equal to "Yes"
Then:
Set default value of "Type organisation: Internet retailer" to "Yes"
Else:
Set default value of "Type organisation: Internet retailer" to "No"
It might also work on form "open".. Here is a good analysis of what's happening behind the scene:
community.dynamics.com/.../understanding-process-triggers-and-business-rule-internals
Hi Elmar,
The business rule is triggered when you change the value of the field. In your case, it is the "Relationtype: Agent" field. It will trigger on new and existing records but only if you change the value of this field.
Hope this makes sense!
Hi Elmar,
could you confirm there are no other rules/javascripts modifying the same fields? (if there are such rules, try creating a new field and see if your business rule works for that one. If it does, you'll need to dig into those other rules/scripts)
The business rule only needs to work when i'm using the Account form. It doesn't need to work for data import or to mass update data in the system. However it needs to work when i'm creating a new account and when I open a single existing single account record.
Business rules work on updating the field that your condition is set to work on. Are you changing the values of existing records to test the business rule? The business rule won't work in all exiting records without you updating each record. If you want to apply the change to all existing records then you might want to configure a workflow, bulk edit or other job to apply the change on all records.
Please mark as verified answer if this response has helped you.
Business rules work on updating the field that your condition is set to work on. Are you changing the values of existing records to test the business rule? The business rule won't work in all exiting records without you updating the record. If you want to apply change to all existing records the you might want to configure a workflow, bulk edit or other job to apply the change on all records.
Please mark as verified answer if this response has helped you.
The scope of the rule is now set to Entity. I use Microsoft Dynamics 365.
These are the conditions used:
If:
"Relationtype: Agent" is equal to "Yes"
Then:
Set default value of "Type organisation: Internet retailer" to "Yes"
Else:
Set default value of "Type organisation: Internet retailer" to "No"
We need more information to be able to help. Which Dynamics version are you working on (online / on-prem)? 365 or 2016? If you can also provide a screen shot with the actual business rule, we may be able to find out the issue for you.
Thanks
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