Adding a Business Rule to an OnChange event on a field

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Posted on by Deb3107

Hi,

I'm very new to Dynamics 365 and I'm trying to customize a form based on a custom entity I have created.

I have created a business rule that basically checks to see if a specific value is selected from a drop down and if it does then it sets the visibility of a field to be true and also makes it a required field.

The business rule validates but the issue I have is that it doesn't get triggered and I'm assuming that's because I need to add an onchange event. Form what I can gather I have to add a library to a form first or write some sort of javacript?

I'm not too familiar with javascript and I sort of thought that this type of functionality would be out of the box.

Can someone help me or direct me to some "idiots" guide that would provide the instructions I need?

Debra

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gdas 50,091 Moderator on at

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Hi ,

Make sure you have activated the business rules and do publish all customization then reload the page. You can take a look how to create Business Rules . For your requirement you dont need to write JavaScript.

docs.microsoft.com/.../create-business-rules-recommendations-apply-logic-form

www.magnetismsolutions.com/.../how-to-create-business-rules-in-dynamics-365

https://www.youtube.com/watch?v=yKD-3cv76Uw

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RaviKashyap 55,410 Moderator on at

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What do you mean by "The business rule validates but the issue I have is that it doesn't get triggered ". In addition to above, also ensure that all the field sincluded in the business rule are on the form. If any of the used fields are not on the form then BR will not trigger.

Hope this helps.

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Deb3107 2 on at

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Hi,

I've tried absolutely everything. All fields in the business rule are on the forms. I've published all customizations.

Does it make any difference where you create the business rule as I created it whilst in the form editor but then activated it via the solution explorer?

Debra

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Deb3107 2 on at

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When i created the business rule and saved it was validated. But if I run the form in preview mode and select the value that should trigger the business rule nothing happens. Do i need to add a web resource or onchange event?

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gdas 50,091 Moderator on at

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No matter from where you have created , you can create business rules from solution / customization area and also from form editor . Just make sure you do publish the forms and activated the business rules.

Just to make sure view the forms and click on form editor , from the form editor go to business rules , see you can see the rules or not.

Once you validate the business rules you need to activated the rules , did you activate or not ?

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Deb3107 2 on at

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Hi,

I've tried all of the above. The image below shows the activated business rule.

This image shows that is is included in the form

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gdas 50,091 Moderator on at

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Can you please share screenshot of business rules.

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Deb3107 2 on at

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I was being stupid! They don't work in Preview but they do work when you got to add a record etc

I said I was new to this and obviously have a lot to learn.

Thanks for your help though.

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