Fields missing when setting up Business Rule

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Posted on by rmorris

I am trying to set up a business rule to automatically hide/unhide and put the user's name in either the Call To or Call From field in the Phone Call entity depending on what direction the call is. For some reason those fields or not showing up in the menu to be able to select.

Any idea why this would be?

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RE: Fields missing when setting up Business Rule

Just my luck! We avoid JavaScript here, trying to keep customizations as simple as possible.

Thank you, Mehdi, for the quick response.

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meelamri 13,216 User Group Leader on at

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RE: Fields missing when setting up Business Rule

Some field's types are not availble in business rules sush multi-select option sets. In this case, you must use javascript.

Mehdi,

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RE: Fields missing when setting up Business Rule

I am experiencing the same problem that Morris mentions. I am trying to use a business rule to lock/unlock the 'Company' field, based on whether the 'Account Number' field is populated. I DO see Company in an advanced find, but I DO NOT see Company in the dropdown of fields in the Business Rules Properties. Why not?? (I need Company... not Company Code or Company Dropdown).

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Ivan Burda 115 on at

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RE: Fields missing when setting up Business Rule

I suggest you use javascript for this not business rule

if you need help just contact on this thread

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Kokulan 18,054 on at

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RE: Fields missing when setting up Business Rule

Hi

Both Call To and Call From are Party List type, thats why these fields are not available for Business Rule

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/phonecall?view=dynamics-ce-odata-9

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Ivan Burda 115 on at

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RE: Fields missing when setting up Business Rule

Hi Russ,

i dont know what type of fields you are working with but Whole Number fields that use the formats for TimeZone, Duration, or Language will not appear in the rule editor for the conditions or actions, so they cannot be used with business rules.

Hope this helps

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