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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / CRM Business Rules - T...
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CRM Business Rules - Trigger Challenge

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Posted on by dxshyam 230
Hi All,
I am on Dynamics 365 Version 9.0, In one stage (say stage 7) of my Business Process Flow, I have the following 5 fields
  1. An option set with values Yes, No and defaulted to unassigned
  2. A Two Option with default No
  3. Another Two Option with default No
  4. Option Set with values Yes, No and defaulted to unassigned
  5. Option Set with values Yes, No and defaulted to unassigned and Locked
Expectation is that the 5th field should be unlocked only when fields 1,2 & 3 are having values Yes.
A business rule takes care of this when fields 1,2 & 3 are manually set to Yes in the business process flow.
I have 3 tasks that are created as part of earlier stages of my Business Process flows and when those Tasks are Marked as Complete, Fields 1,2 & 3 are set to Yes from background, so far things are moving as expected, the challenge I face here is even though Fields 1,2 & 3 are set to Yes (the BPF shows it as Yes), the 5th field still remains locked (for some reason the business rule fails to trigger when Fields 1,2 & 3 are set to Yes from background)
Any pointers on this would be very helpful,
Thank you
Shyam
  • dxshyam Profile Picture
    dxshyam 230 on at
    RE: CRM Business Rules - Trigger Challenge

    Hi Satish,

    I am on UCI and it does not unlock even after manually refreshing the page.

    I am not sure how it would behave in webclient. (Can you share the steps fo check his part?)

    Earlier Fields 1,2 & 3 were locked in BPF and was populated to Yes when the relevant Tasks were marked as completed. Later, we were requested to keep Fields 1,2 & 3 as editable in BPF and from then I am facing this issue.

    Regards,

    Shyam

  • dxshyam Profile Picture
    dxshyam 230 on at
    RE: CRM Business Rules - Trigger Challenge

    Hi Jomy,

    I am getting the same result even after modifying the business rules.

    Type is an option set with 3 values: "NT", "T" and "PQP"

    Scope: Entity

    Initially the condition was 

    IF
    Field1 equals "Yes" AND Field2 equals "Yes" AND Field3 equals "Yes" AND Type equals "NT"
    THEN
    Unlock Field5
    ELSE
    Lock Field5

    Modified condition is

    IF
    Type equals "T"
    THEN
    Show field Topic
    ELSE IF
    Type equals "PQP"
    THEN
    Show field Topic
    ELSE IF
    Site Field1 does not contain data OR Field1 equals "No" OR Field2 equals "No" OR Field3 equals "No"
    THEN
    Lock Field5
    ELSE
    Unlock Field5

    Thanks

    Shyam

  • Suggested answer
    Jomy Jose Profile Picture
    Jomy Jose 290 on at
    RE: CRM Business Rules - Trigger Challenge

    Hi, just try changing the logic conditions in the business rule. Add the unlocking step in default condition(Last condition) of business rule(you can change the if else logic for the same). It's worked for me for a similar situation.

  • Suggested answer
    Satish Tiwari - CRM Profile Picture
    Satish Tiwari - CRM on at
    RE: CRM Business Rules - Trigger Challenge

    Hello Shyam,

    If you refresh the form, does the field gets unlocked ?

    Also, do you see this behavior in Web client or UCI or both ?

    Was it working before or is this first time implementation ?

  • dxshyam Profile Picture
    dxshyam 230 on at
    RE: CRM Business Rules - Trigger Challenge

    Edit: This happens when Business Rules Scope is set to Forms as well as Entity.

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