Est. revenue field keeps unlocking on the opportunity form

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I have set a business rule to lock the est. revenue field on the form as soon as a value is entered. It locks once the value is entered and then as soon as I save the form the field unlocks. We have the est. revenue field in the main body of the form and also the header - they both link so that when one field is updated the other one is also, it is also a mandatory field.

Please can you let me know why it would unlock on saving the form?

Thanks

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gdas 50,091 Moderator on at

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Hi Jess,

Could you please share what condition you applied in the business rules?

Try to make condition like below -

If you want to field lock based on other field-

===============================

IF SOME FIELD CONTAINS DATA

SET EST. REVENUE LOCK

ELSE

SET EST. REVENUE UNLOCK ================================

OR

if you want to set lock based on EST. REVENUE field

=================================

IF EST REVENUE CONTAINS DATA

SET EST. REVENUE LOCK

ELSE

SET EST. REVENUE UNLOCK

Make sure you set the business rules scope All Forms.

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Hi Goutam

It still doesn't work. I have placed an image of the workflow below, note est. revenue = annualised revenue. Again when i add a value into one of the fields the lock sign appears, however when I go to save it, it unlocks itself.

Thanks

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gdas 50,091 Moderator on at

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Hi Jess,

Here I have created BU on Budget Amount in opportunity entity. See its working for me -

My Business Rules , scope I chooses Opportunity -

Here I am typing on new Opportunity Form its unlock while typing -

After finish my typing I move out the cursor , fields got locked . I have not save Opportunity yet. See its still showing New Opportunity in the header.

Now I am going to saved the record and see fields got locked permanently -

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Hi Goutham

Thanks for that, my process replicates yours and my opportunity does the same as yours all the way to saving it when the opportunity saves but the field then becomes unlocked.

Thanks for your help, however I am going to now raise this with our CRM consultants as there must be something running in the background preventing it from permanently locking.

Thanks

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gdas 50,091 Moderator on at

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Do you have any kind of JS call in the form onload ?

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No we don't have any javascript on the form - is that what you mean?

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Community Member on at

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Hi,

This is OOB functionality from MS. The business rule functionality will be overridden by MS behaviour.

You can try this in a trial account, it behaves the same way.

Najm

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