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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How can I run a Busine...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How can I run a Business Rule from the Quick Create Form only?

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Posted on by Joseph Nasr 183

Hello,

I have a quick create form on the Account Table with a custom field called 'Relationship Type'.

When creating a new account from that quick create form, I need the 'Relationship Type' Field to be set to 'Client' by default. 

Is there a way to accomplish this? I am creating a business rule to do that, but I only want it to apply when creating the account from the Quick Create Form not when I create an account from the Main Form.

Any help is highly appreciated. Thank you in advance.

Regards, 

I have the same question (0)
  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    Hi Joseph Nasr,

    As per my very little knowledge, The 'quick create' form does not appear in the list of Scope. When the scope is set to All forms then the business rule work on the 'quick create' from... This is not possible you need JS here.

  • Jayasurya Manne Profile Picture
    Jayasurya Manne 10 on at

    Hi Joseph ,

    If Relationship Type is an option set then you can set client as  default option

  • Suggested answer
    PabloCRP Profile Picture
    PabloCRP 1,088 on at

    Hi Joseph Nasr,

    Business Rules(BR)  can't be created just targeting Quick Create Forms, BR are meant for Main Form, you could select the scope for All Forms or Entity, but as the name suggest all the forms will be affected, so the only available way to do this is writing a function with javascript and place it in OnLoad of the QuickCreat form. 

    regards

    If it was helpful please consider mark it as verified answer

  • Eiken Profile Picture
    Eiken Microsoft Employee on at

    Hi,

    I am afraid that the Onload event using JS is the only alternative.

    Please refer to the following case.

    Business Rules on Quick Create Forms? - Microsoft Dynamics CRM Forum Community Forum

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