New business rule on existing opps

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Hi - I created a business rule that works fine on new opportunities setting a field as required. (I just want it on this form, not globally.) However, on existing opps this doesn't work. Any ideas? Thanks

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Walespop 520 on at

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Hello, you can change the scope of the business rule.

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Community Member on at

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Thanks for that but it didn't help. In fact, I can go back to the new opp and remove the selection and it saves.

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Walespop 520 on at

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I think I am not sure of what you are referring to..

If you want the rule to apply to existing opportunity records, the scope has to be "entity"

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Community Member on at

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I had set the scope to that particular form. I changed the scope to Opportunity. Still not being required on existing opps.

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Walespop 520 on at

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What about setting it to "Entity"

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Community Member on at

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There is no choice for entity. There's "All Forms", then each of our forms, "Opportunity", "Information".

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Walespop 520 on at

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Oh, sorry, that seems not to be available for CRM 2013. That option applies to CRM 2015 and above.

I will advise you upgrade or a walk - around of having to write a workflow which you can run for all the existing records and allowing the business rule to work for new records should be a way to go.

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ashlega 34,477 on at

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Hi,

Any chance you could post a screenshot of your business rule and , also, the form where it's not set to required? Also, could you confirm the rule has been activated and the scope has been set toe all form or to that particular form?

PS. As I understand it, the problem is that you are opening one of the existing opportunities and the rule does not work for some reason. Right?

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Community Member on at

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Walespop - we will be upgrading to the latest version in the next few months.

Alex - the screenshot of the rule is in the initial post, it's simple. The rule works on new opps but opening an existing opp and making a change the field isn't required. I can go to one of the new opps that was saved and removed the selection. The form is huge so I don't know what part would be worth posting.

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ashlega 34,477 on at

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Hi kbearhome,

I guess I'm just trying to confirm if the form you are looking at is the form that rule applies to(don't see form name on the original screenshot). Parts of the form that would be interesting are:

- Form name at the top left corner - if it matches the form name for the rule

- Opportunity name field (if there is a value)

- Delivery organization field (if it's required or not)

If you've checked all that, just ignore it, though.

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