Share
Report
5Hi,
General Context:
We have a set of entity fields that we wanted required in our Portal, but optional in D365. So we created a business rule that effectively "un-requires" those fields when a user creates/updates records of that entity via D365. If I understand it right, the business rule fires every time a user opens up that entity form.
Problem:
Now I am trying to create a workflow that automatically creates those records under certain conditions, but the business rule doesn't seem to carry over. In other words, ALL fields are required. So I am unable to proceed with creating a new record via workflow.
Am I missing something? Any tips or advice would be greatly appreciated.
—
Additional Details (if you're curious):
I have a staging entity that is created via MS Forms + Power Automate. A record is created in D365 when forms results come in, and I want to create a workflow that uses that staging information to create a different entity record (the one that needs fields required in Portal, but optional in D365).
All responses (
Answers (
