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Microsoft Dynamics CRM (Archived)

All business rules not firing if Quick Create used

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I have an entity where Quick Create is enabled and it has the following Business Rules:

1.  Business Rule: Calculate Gross Fees

  • If Units contains data
  • And Unit Cost contains data
  • Set Gross Fees to Units * Unit Cost

2.  Business Rule: Calculate Net Fees

  • If Gross Fees is > 0
  • Set Net Total Fees to Gross Fees + Client Fees

 The Units, Unit Cost, and Client Fees are entered on the Quick Create form.  On saving the form, I can see that Business Rule has run and the values are correct; however, Business Rule 2 does not run -- the values are not appearing in the sub-grid View.  However, if I click on the item from the sub-grid and open the default form, the values are there.  Going back to the sub-grid View the values then show up.  Why am I having to click the item and open the default form to get it to run the 2nd business rule?

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I have the same question (0)
  • Verified answer
    Cyclefitness Profile Picture
    on at

    I answered by own question based on the information provided here:

    https://technet.microsoft.com/library/dn531086.aspx.   

    I did not have the scope set to Entity; rather it was at the form level.

  • ScottDurow Profile Picture
    21 on at

    Hi Deb,

    It is also worth noting that the rules will not fire on the client if all the attributes that it uses are not on the form. The entity scope will cause the rule to fire on all forms and the server so if the rule doesn't fire client side it will work server side as the record is saved. Server side rules will ignore rules like required field and visibility.

    Hope this helps

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