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Microsoft Dynamics CRM (Archived)

About Business Rules Validation

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Hello,

         Coming to the point, we have a scenario like while importing records for particular entity, we need to verify the record data and if record doesn't have a particular field data we should not import that record.

how do we achieve this using Business Rules.

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  • Suggested answer
    Nithya Gopinath Profile Picture
    17,078 on at
    RE: About Business Rules Validation

    Hi Govardhan,

    Business Rules don't work in this scenario.

    You could use Real-Time workflows which trigger before creation of the entity record.

    In the workflow, perform the steps below.

    1. Check if the field doesn't contain value

       Stop the workflow with the status Cancelled.

    See the links below.

    stackoverflow.com/.../make-field-mandatory-in-import

    community.dynamics.com/.../215682

    Hope this helps.

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,626 on at
    RE: About Business Rules Validation

    Hi,

    Business rule is not able to achieve this, use plugin or workflow to achieve this.

    If the workflow is sufficient to match your checking criteria, throw the error.

    community.dynamics.com/.../using-real-time-workflows-to-show-error-messages

  • Verified answer
    Radu Chiribelea Profile Picture
    6,667 on at
    RE: About Business Rules Validation

    Hi Govardhan,

    I don't thing this is possible via a Business Rule.

    You can register plugin on Create in the Pre-Operations stage. There you can check the if the entity contains the required data and if it doesn't, then throw an InvalidPluginExecutionExeption, which will rollback the transaction and prevent the record from being created.

    Hope this helps,

    Radu

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