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Microsoft Dynamics CRM (Archived)

Bulk Edit

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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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  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at

    Hi,

    Business Rules only works with Main and Quick create forms.

    Thanks

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi,

    a better way is to set the fields always required and then with your business tules set it optional depending on the conditions.

  • Aric Levin - MVP Profile Picture
    30,190 Moderator on at

    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.

  • Suggested answer
    Community Member Profile Picture
    on at

    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.

    If you found the answer helpful, please mark as Verified 

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    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Suggested answer
    Community Member Profile Picture
    on at

    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

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

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