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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Values Set By Business...
Microsoft Dynamics CRM (Archived)

Values Set By Business Rules Not Showing In Views

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Posted on by viperdudeuk 142

Hi

We have some business rules which set values in optionsets based on the value of another field. When you look at the entity record the value is set correctly. 

We have some records that have been exported, had the value changed that triggers the business rule and then re-imported. On looking at the record after import the business rule has set the value correctly. However if that record is include in the results of a view the value shows as blank. Records that are created from new show the value in the view. 

Anyone know what is going on here

Thanks 

Jon

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  • Suggested answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    RE: Values Set By Business Rules Not Showing In Views

    Hey Jon,

    Make sure you are using 'Entity' level Scope for your Business Rules.

    If my answer helped to resolve your issue, kindly verify it by clicking 'Yes'. It would be helpful to the other community members seeking to resolve a similar issue.

    Cheers

    Arpit

    arpitmscrmhunt.blogspot.in

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Values Set By Business Rules Not Showing In Views

    Hi,

    Could you please provide some details about business rules ?

    What is the scope of your business rules ?

    If your business rules  scope in form level and  you are looking in the views or entity list ideally business rules will not fire  and  will not set the value in the view . It will work only entity form.

    Try to set business rules the scope as Entity so that  business rules will execute  server side and you may see the value triggered by Business rules in the view as well.

    Hope this helps.

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