Business Rules

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Hi Guys,

I have raised a question yesterday regards to fields notification. However I am still having some difficulties to set up an notification method based on 2 field values.

I can set business rule but it only allows me to do this for only one entity.

The notification i am trying to do is for claims form where information is joined from several entities.

Is there anything else you could guys suggest or there is a way to make it work using business rules.

Please see screen shot attached

Many Thanks

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razdynamics 17,308 User Group Leader on at

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Hi Thanks for reaching out to the Dynamics community, Business Rules operate at entity Form level so you would need to create a business rule for each entity, however you can perform notifications using Workflows Synchronous Workflows also anterocrm.com/real-time-synchronous-workflows-to-display-alerts-microsoft-dynamics-crm-2013

Please provide more information about your exact requirements so I can help you further :)

Best Wishes, Raz

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Community Member on at

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Thanks for your reply,

What I am trying to do is to notify user if there is a potential error whiles creating a new claim.

Our claims form is fed from 4 different forms, so in claims form I want:

i.e

Member - Members List (form)

Provider - All providers (form)

..

All these are in Claims form.

I want 1 field from members and 1 field from providers to check if data match, if not give notification.

Provider city should match with member city.

Many Thanks

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HenryLamborn1 120 on at

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Hi Ras,

It sounds like you should be approaching this with a Synchronous Workflow rather than business rules. You can create a workflow that is triggered by when this data is entered on your claims form and use a check condition that sees if value X(member city) equals value Y (provider city). If it does not, stop the workflow with a canceled status and display a message to inform the end user

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