Bulk Edit

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Posted on by Community Member Microsoft Employee

How can we make fields required in Bulk Edit ? Right now we have a business rule in order to do that however it does not work in Bulk Edit Feature of CRM . Thanks

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Community Member Microsoft Employee on at

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RE: Bulk Edit

Hi Kiean,

if you solved the problem thanks to an answer, please mark it as verified to encourage the community to provide more and more a better support. Thank you. Francesco

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

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Community Member Microsoft Employee on at

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RE: Bulk Edit

Hi Kiean,

you can try this "trick":

1) set as required the attribute you need required when doing bulk edit

2) publish customizations

3) create a javascript which on the onload event set this attribute not required, like

function OnLoad() { Xrm.Page.getAttribute("new_myrequiredattribute").setRequiredLevel('none'); }

4) add javascript file to form and call "OnLoad" method on load event

5) javascript doesnt load on bulk edit form, so you will have required attribute on bulk edit form and not-required attribute on normal forms

Please let us know.

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna, ITALY

Independent Contractor

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Aric Levin 30,188 on at

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RE: Bulk Edit

That is not the purpose of Bulk Edit.

If you need to make a change to some fields for multiple records, or if you add a new field, and you need to assign a value to it across the board, that is when you would use Bulk Edit, but I don't think you would use it as a standard practice of use.

Also, we usually don't allow all users to have Bulk Edit functionality, but that is up to your implementation.

Hope this helps.
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Community Member Microsoft Employee on at

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RE: Bulk Edit

Hi,

a better way is to set the fields always required and then with your business tules set it optional depending on the conditions.
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Mahendar Pal 45,095 on at

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RE: Bulk Edit

Hi,

Business Rules only works with Main and Quick create forms.

Thanks