Business Rule Trigger

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Posted on by danielst

Hi experts,

I have a problem regarding a new column of an existing table.

In the Case entity, the Origin column allows to choose between Phone, Email, Portal and Internal.
However, for an evaluation by means of a diagram I would like to distinguish only between internal (contains internal) and external (contains telephone, e-mail and portal).

Therefore I have created a new column called Source. Here there are only the options Internal and External. Now I have created the following business rule of the Case entity:
If Origin equals "Internal"
Then
Set Source to "Internal
Else
Set Source to "External

This also works well when new cases are created. However, this business rule does not apply to old, i.e. existing, cases. The Source column is only updated once I open a case. Then only this case will be updated.

How can I make the data update also for existing cases without having to open all of them? Or how do I trigger the created business rule for all cases?

Thank you very much in advance!

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LuHao 40,892 on at

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RE: Business Rule Trigger

Hi danielst,

There are two ways to update existing records.

1. Run an on-demand workflow on all records in a view.

Create a personal view that includes all records to be updated.

Then create an on-demand workflow to update fields value.

In the XrmToolBox, use Bulk Workflow Execution to run an on-demand for a biew.

2. Run a flow to update all records.

Flow can set the scope of update records internally, so that no matter where the flow is run, it can update specific batch records.

I will choose instant flow, which means the flow will be trigger manually by myself.

Before "update a row" step, we will use 'List rows' step to search for the records, so that the scope of the update records is determined.

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danielst 80 on at

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RE: Business Rule Trigger

Thank you very much for your quick help!
That has already helped me a lot.

I have decided for the second way. It works almost everything (so I think at least) very well.

Only unfortunately I do not really know how to deal with this action 'apply to each'.

I implemented my condition in the flow and it runs, I think, correctly that all cases are passed through and at the specific origin also the condition follows the correct path.

Unfortunately I have some error so the value is not updated correctly though. This is related to my lack of understanding how to update the data in the last part of the flow.

Hope I can be helped here, here are the screenshots:

Is it correct to write 'Actual Element' for 'Row-ID'?

Sorry that the screenshot is in German.

Many thanks in advance!

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LuHao 40,892 on at

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RE: Business Rule Trigger

Hi danielst,

'Row-ID' should be 'Case' field.

In addition, you can set condition in the "Filter rows" of "List rows" step instead of use "Condition" step.

For the usage of "Filter rows", please refer to this blog: https://diyd365.com/2019/11/20/every-power-automate-ms-flow-filter-query-you-ever-wanted-to-know-as-a-functional-consultant/

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LuHao 40,892 on at

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RE: Business Rule Trigger

Hi danielst,

BTW, it is completely feasible to use "Condition" step, but it is not as efficient as "Filter rows".

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danielst 80 on at

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RE: Business Rule Trigger

Again, thank you very much!

I understand that, only I also need to update data that does not apply to this filter expression, which means that I really need all values.

Now I have a slightly different problem, however I would be very grateful if you have an approach for this as well:

Error: "Since case is resolved and read-only, only these attributes are updatable : \"ownerid\", \"owneridyominame\", \"owneridtype\", \"owninguser\", \"statecode\", \"statuscode\", \"modifiedon\", \"modifiedby\", \"modifiedonbehalfby\", \"owningbusinessunit\" \"processid\". If you need to edit other fields, please reactivate the case.",

Unfortunately I did not find where to change this option.

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LuHao 40,892 on at

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RE: Business Rule Trigger

Hi danielst,

It is because Cases whose Status field is Resolved are read-only, their most fields cannot be updated, except the fields in the error.

You can add a condition in the "Filter rows" or "Condition" step.

statecode ne 1

Status does not equal 1

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danielst 80 on at

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RE: Business Rule Trigger

Thank you!

I understood that, but the problem is that I also want to update cases that are already closed in order to prepare the data for evaluations.

So is it possible that I set the column 'source' so that it can be edited even after a case is closed?

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danielst 80 on at

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RE: Business Rule Trigger

Thank you!

I understood that, but the problem is that I also want to update cases that are already closed in order to prepare the data for evaluations.

So is it possible that I set the column 'source' so that it can be edited even after a case is closed?

Many thanks in advance!

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LuHao 40,892 on at

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RE: Business Rule Trigger

Hi danielst,

Unfortunately, this is not possible. flow cannot break the logic of the Case entity to forcibly edit the resolved cases.

We had to change the Status field of Cases to 0 before updating the fields, then update the other fields, and finally change the Status field to 1 again.

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danielst 80 on at

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RE: Business Rule Trigger

Ok, good hint.

Thank you very much for all your answers, your help has brought me a lot further!

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