How to create a business rule based on count of related records?

(0) Share

Report

Posted on by KoJaPD

Dear,

I have 2 custom entities in the CDS:

WarehouseLocation
- ID
- CanHoldMoreThanOneItem (YES/NO, Default NO)
- Items (List of items)
Item
- ID
- CurrentLocation

with a one to many relation so that one item can have zero or one location and one location can have zero, one or many items.

How can I make a business rule that makes it impossible to add an item to a location when WarehouseLocation.CanHoldMoreThanOneItem == NO and COUNT(WarehouseLocation.Items) >= 1 ?

Thanks,

Koen

I have the same question (0)

All responses (8)

Answers (2)

Verified answer

Wahaj Rashid 11,321 on at

Like (1)

Report
RE: How to create a business rule based on count of related records?

Hi,

You have to write a plugin to implement this logic.

Here is the logic:

Register a plugin on pre create step of Item Entity.

Retrieve all the Items related to the current WarehouseLocation and check count.

If CanHoldMoreThanOneItem = No and count of related items>1 throw InvalidPluginException with a custom message.

Let me know if you need further details.

Best,

Wahaj

(if it helps, mark it as verified)

Best,

Wahaj

Was this reply helpful? Yes No
KoJaPD 38 on at

Like (0)

Report

RE: How to create a business rule based on count of related records?

Dear, thanks for your response, it seems a reasonable solution. I will need to check the documentation, because I have no experience with developing plugins for Dynamics, and I thought plugins were only possible on on-premise installations...

Was this reply helpful? Yes No
David Jennaway 14,065 on at

Like (1)

Report
RE: How to create a business rule based on count of related records?

You should be able to do this with a real-time workflow, rather than needing to write a plugin. The main steps are:

Create a rollup field on the Warehouse entity that counts the current items

By default, rollup fields are only recalculated every hour, which may cause an issue. You can create a separate workflow using the Dynamics-365-Workflow-Tools to automatically update the rollup field when items are added to a warehouse

Create a real-time workflow on the Item entity that has a check condition to apply the logic (i.e. WarehouseLocation.CanHoldMoreThanOneItem == NO and COUNT(WarehouseLocation.Items) >= 1) and if so stop the workflow with a status = Cancelled

Was this reply helpful? Yes No
KoJaPD 38 on at

Like (0)

Report

RE: How to create a business rule based on count of related records?

That would indeed be easier I guess. I will have to investigate this solution as well; I have experience with creating triggered flows, but not with realtime ones...

Was this reply helpful? Yes No
KoJaPD 38 on at

Like (0)

Report

RE: How to create a business rule based on count of related records?

Dear,

Could you point me where to find information on creating these real-time workflows? This is a PowerApps environment (without a Dynamics environment); I don't know where to look for it...

Regarding rollup fields, I thought those were updated only once every 12 hours?!?

Thanks for your help!

Was this reply helpful? Yes No
Verified answer

Wahaj Rashid 11,321 on at

Like (1)

Report

RE: How to create a business rule based on count of related records?

Hi,

Rollup fields are not updated in real-time. This means, by the time count of items is updated in the roll-up field, the user can add as many as possible line items.

This is the reason I suggested a plugin. If you are considering real-time workflow, you have to write a custom action that returns the count of related items (similar to the plugin).

Best,

Wahaj

Was this reply helpful? Yes No
KoJaPD 38 on at

Like (0)

Report

RE: How to create a business rule based on count of related records?

The suggestion for plugins opened a whole new world for me; it seems to be quite powerful to extend the possibilities in the Power Platform. Thanks for the help!

Was this reply helpful? Yes No
KoJaPD 38 on at

Like (0)

Report

RE: How to create a business rule based on count of related records?

Dear, How can I show the custom message from the InvalidPluginExecutionException in the Canvas App?

Was this reply helpful? Yes No