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Microsoft Dynamics 365 | Integration, Dataverse...
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Add required field to form without affecting previous records?

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Posted on by 2

Hi,

I'm attempting to add a dropdown field to an existing form and make the dropdown a required field. There's no issue with adding the dropdown. But once I set it to Required and publish it, all our Salespeople see alerts on their dashboard that they now need to fill in this new field on all their previous records (Opportunities). A salesperson could have hundreds they would need to update.

Is there a way to make the field required only for new Opportunities going forward?

  • Suggested answer
    Cayshin Profile Picture
    Cayshin 2 on at
    RE: Add required field to form without affecting previous records?

    Thanks Steve, that worked perfect!

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add required field to form without affecting previous records?

    Hi Cayshin,

    You could create a business rule to achieve this.

    First, add a column  which isn't required on your entity.

    Then create a business like this:

    pastedimage1637627812016v2.png

    Result:

    This field is not required on previous records:

    pastedimage1637627975816v3.png

    And it is required when you create new record:

    pastedimage1637628005577v4.png

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