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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

An option set with values Yes, No and defaulted to unassigned
A Two Option with default No
Another Two Option with default No
Option Set with values Yes, No and defaulted to unassigned
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

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dxshyam 230 on at

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

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Satish Tiwari - CRM on at

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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 ?

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Jomy Jose 290 on at

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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.

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dxshyam 230 on at

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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

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dxshyam 230 on at

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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

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