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Different behaviors of business rules. Doesn't trigger until record is saved

Posted on by

Hi,

I have two business rules, first rule checks if a custom date field has value and second checks if Status Reason has value and it's a specific value.

The different behavior is that first rule is triggered before record is saved and second rule doesn't trigger until the record is saved.

Is this due I'm checking the Status Reason field?

  • Verified answer
    Jorge S Profile Picture
    Jorge S on at
    RE: Different behaviors of business rules. Doesn't trigger until record is saved

    Thanks for your replies. I ended by using JavaScript as I couldn't roll both into one rule

  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: Different behaviors of business rules. Doesn't trigger until record is saved

    Hi Jorge

    Your assumption is correct, Can you roll it into 1 rules?

    if Field A contact X and Status = Active3 then set Field B to Y and Status to Active4

    then put in an else statement for each option?

    this would save you doing it as code

  • Kumar Viju Profile Picture
    Kumar Viju 1,026 on at
    RE: Different behaviors of business rules. Doesn't trigger until record is saved

    You can check if you have any overlapping Scripts or Business Rules on the Status Reason which is preventing it from triggering before save.

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