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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Question on Recommendation Business Rule -- How do I activate it on Save?

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Posted on by

Hello,

Is it possible to have a recommendation open without the user having to click on the icon?

I would like the recommendation text and option to apply/dismiss to show when the user clicks save. 

Thanks,

Beth

I have the same question (0)
  • Verified answer
    Mahendar Pal Profile Picture
    45,095 on at

    Hi,

    This is because business rule runs on change as well as on save, there is no way to disable it.

  • Community Member Profile Picture
    on at

    Thanks for the response, Mahender.

    I like the recommendation idea but it doesn't do much to help alleviate the problem of users overlooking fields. (If they don't see the field they definitely won't see the tiny icon next to it!) I was trying to avoid yet another required field on a form.

  • Suggested answer
    Luis Nogueira Profile Picture
    Microsoft Employee on at

    Hi JonesEA,

    According to our documentation,  docs.microsoft.com/.../create-edit-how-business-rules-initiated, you can programmatically set a business rule to be applied on the Save event.

    If you use the business rule editor to modify a business rule that has been programmatically set to be applied on the Save event, it will revert to either load or change. You must re-apply the change programmatically to have the rule applied on the Save event.

  • Community Member Profile Picture
    on at

    Thanks for the response.

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