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Business Rule that applies for entire form

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Posted on by J_C 70

Hi guys,

I was wondering if business rules can be applied for the entire form? Basically i have a form with alot of fields and i want to create a summary tab that only shows fields with data.

Lets say i have field "A", i would create a new field "B" that looks up field A. The business rule contition will be as follow:
" If A contains data > Make B visible > set B value as Field A > else Make B not visible "

Now i got over 50 fields so you could image the time required for set up and testing.

Note: i want to avoid using Java-script. I use 2019 on-prem 365 CRM

Please help,

Thanks guys!

Categories:
Development / Customization / SDK
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Field Services
  • Charan Raju C R Profile Picture
    Charan Raju C R 3,155 Moderator on at
    RE: Business Rule that applies for entire form

    Hi J_C,

    Unfortunately CRM doesn't support nested IF and ELSE conditions in business rule. Either you have to go for javascript or multiple business rules to achieve your requirement.

  • J_C Profile Picture
    J_C 70 on at
    RE: Business Rule that applies for entire form

    Hi Charan,

    Sorry for explaining this poorly.

    So currently I have a sales form with around 70 fields. These fields are "Client Name", " Do they trade daily?", "Public Listed?" etc... Mostly text lines or tick box options for yes or no.

    The issue is that the form is way too long and hard to review with one glance. Users have to read through a lot of information and most fields are ticked as "no".

    To avoid this issue, I created a Summary Tab on the same form. This Tab only displays fields that have been modified or ticked as "Yes". To achieve this I created a new field that looks up the original. For example "Do_they_trade_daily_summary" will lookup against the field "Do_they_trade_Daily?". A business rule is then applied to show visibility of "Do_they_trade_summary" if the original is ticked yes.

    Since there are over 70 different fields, I might need to repeat this process over 70 times and I definitely want to avoid doing that. Is there a better way for doing this without using Javascript?  

  • Charan Raju C R Profile Picture
    Charan Raju C R 3,155 Moderator on at
    RE: Business Rule that applies for entire form

    Hi J_C,

    Could you please elaborate your requirement? You already have 50 fields and don't want to create 50 new fields, I didn't get this point.

  • J_C Profile Picture
    J_C 70 on at
    RE: Business Rule that applies for entire form

    Hi Charan,

    Thanks for looking into this. So that is what im doing now and its working fine. The issue is I have over 50 different fields,  I dont want to have to create 50 new fields and business rules to achieve that.

    Is there a way to write 1 business rule that applies to all fields without using javacode

  • Charan Raju C R Profile Picture
    Charan Raju C R 3,155 Moderator on at
    RE: Business Rule that applies for entire form

    Hi J_C,

    In Business Rule, when Field A contains data add 'Set Field Value' component with Field: Field B,  Type: Field, Field: Field A as you can see under Properties pane in below screenshot.

    3225.CRMBusinessRule.png

    FieldA-and-FieldB.png

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