web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

About Business Rules Validation

(0) ShareShare
ReportReport
Posted on by

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.

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Radu Chiribelea Profile Picture
    6,667 on at

    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

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    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

  • Suggested answer
    Nithya Gopinath Profile Picture
    17,078 on at

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans