Can't create contact because Business Rule is applying to Quick View Form on Main Form

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Posted on by Lucas H

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I have a business rule with All Forms scope that displays an error if Mobile Phone and Primary Email are empty and requires both until at least one is filled.

One of my forms has neither of those fields on it EXCEPT in a quick view form related to a lookup field in that form. When I try to create a contact on this form the error messages display at the top of the page just below the ribbon and I'm not able to save my contact. This is despite the lookup field being empty so the quick view form is hidden.

I've tested this on other forms without those fields or quick view forms and they work. I've also tested my rule with the scope set to one form and my saving issue stops, so the only thing I can think of is the business rule thinks those two required fields are on my form because of the quick view form.

Any thoughts on why the rule is applying to a quick view form? I thought it was only main and quick create forms.

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Mauro De Biasio on at

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RE: Can't create contact because Business Rule is applying to Quick View Form on Main Form

Hi Lucas, that is most likely the case! Glad that you were able to solve your issue :)
Lucas H 279 on at

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RE: Can't create contact because Business Rule is applying to Quick View Form on Main Form

I'm not sure what happened but somehow it started working correctly... maybe something else was conflicting and causing it to not perform as expected? Anyways, thanks for your help!
Mauro De Biasio on at

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RE: Can't create contact because Business Rule is applying to Quick View Form on Main Form

Hi Lucas, I replicated your scenario I think, I might have a different business rule, but mine should prevent saving. I tested by using only "Home Phone" as a field checked by a business rule, that makes the field itself mandatory if it's filled, and throws an error if it's empty. And I added a quick view form:

In this scenario I can save without any issues (after I fill up the home number with something). By any chance can you replicate the behavior with another entity?

Can you provide more details of the error, or maybe a screenshot of the error itself?

Best regards,

Mauro De Biasio
Lucas H 279 on at

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RE: Can't create contact because Business Rule is applying to Quick View Form on Main Form

Hey Mauro, thanks for the response!

- Yes, it's being created on contact forms. I've tried it on multiple different forms, too, and only the one with the Quick View form had the issue.

-The lookup field points to the Contacts table.

- Yes, the only rule related to the primary email and mobile phone field is the one that requires them if either is empty. There's also some JS that formats the phone number.
Mauro De Biasio on at

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RE: Can't create contact because Business Rule is applying to Quick View Form on Main Form

Hi Lucas, can you please give me some clarifications:

- You are trying to create a Contact, are the business rules created on the Contact forms?

- What Entity, the lookup that populates the quick view, points to?

- Are you sure you don't have any other mechanism to populate mobile phone and primary email? (for example another JavaScript, or a second rule present on that particular form)

Best Regards,

Mauro De Biasio