Setting Business Rules Scope on 2 Forms out of 3 available ones

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Posted on by Toly Rogers

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Hi All,

We have 3 different forms for the Order entity in our CRM instance. There is a requirement, where I've created a couple of business rules, which are relevant to 2 of these order forms and not to the 3rd one.

The fields on which these business rules run, are present on 2 of the order forms and some of these fields are present on the 3rd(but I do not want the business rules to be triggered on these fields).

As I can set the scope to either 1 form or 'All Forms', the question I had was, if I set it to 'All Forms', how will that impact the 3rd Order form, which do not contain all the fields which are on the other 2 forms ? can changing the scope cause errors with the 3rd form?

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Dynamics365 Rocker 7,755 on at

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RE: Setting Business Rules Scope on 2 Forms out of 3 available ones

As Fun Mentioned, If trigger field is not present on form then business rule will not trigger.

If you have same fields on all forms and you want a business rule to run on only two forms then do following:

Create two business rule with same logic but different name.

Set Scope of each business rule to each form.
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Alex Fun Wei Jie 33,626 on at

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RE: Setting Business Rules Scope on 2 Forms out of 3 available ones

Hi,

if you set to all form, and the fields are available in 3rd form, the business rule will trigger too.

I created a business rule trigger , if account number does not contain data, and i set it to all form.

The account form has the field called "Account number" , the business rule is triggered.

The account 2 form does not have the field called" account number", and the business rule will not get trigger.