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Business Rule Scope: Entity vs All Forms

Posted on by 1,795

Hi, 

When creating a Business rule you have the option to set the scope. What is the difference between Entity and All Forms? 

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  • Suggested answer
    crm development Profile Picture
    crm development 870 on at
    RE: Business Rule Scope: Entity vs All Forms

    The business rule won't work in all exiting records without you updating the record. If you want to apply change to all existing records the you might want to configure a workflow, bulk edit or other job to apply the change on all records.

  • Suggested answer
    crm development Profile Picture
    crm development 870 on at
    RE: Business Rule Scope: Entity vs All Forms

    Business Rules Scope

    There are three options possible for the scope of a business rule;

    1. Single Form Scope â€“ Use this when a business rule specifically applies to a single form. It involves selecting a specific form name.
    2. All Forms â€“ Use this to apply the business rule to all forms. (Including main and quick create forms.)
    3. Entity â€“ Use this to run the business rule at a form and server level. (Server level being triggered by a create or update of data.) Useful if the rule is to be applied not only on forms but when data is imported. Also useful if the business rule is to be applied to editable grids.

    Thanks,

    Anand Wani

  • MaKeer Profile Picture
    MaKeer on at
    RE: Business Rule Scope: Entity vs All Forms

    I have situation which arise due to use of Entity level Business Rules

    I had a Business Rule with Scope as Entity. This rule was primarily making Certain fields visible and Certain fields  hidden. This rule got applied to all the Cases in system. Now I no more have requirement to hide and show fields and all fields should be visible. So I deactivated the Business Rule, this works correctly for all the Cases created after deactivating BR. However for all those previous Cases where BR got applied earlier on Entity (Server side) level are continued to hide those fields on form. 

    How do I reset business rules on all those Cases to basically removed the rule it has applied?

    Thanks

  • Suggested answer
    ARIFNIIT Profile Picture
    ARIFNIIT 1,391 on at
    RE: Business Rule Scope: Entity vs All Forms

    Entity scope will work on server level(Entity) and All form will be applicable on all entity forms(Client side).

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Business Rule Scope: Entity vs All Forms

    Yes It is working perfectly. 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Business Rule Scope: Entity vs All Forms

    hi On account i wrote  a js cript on click of button to set a field value.On setting i made a BR to lock the field here scope is ACCOUNT as u said the field changing by JS so to excecute BR scope should be ENTITY. the logic has excuted though here account is my scope why?

  • JDMCRM Profile Picture
    JDMCRM 1,795 on at
    RE: Business Rule Scope: Entity vs All Forms

    That's great thanks.

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,093 on at
    RE: Business Rule Scope: Entity vs All Forms

    Hello,

    Here Client means the browser, if your business rules are not published using Entity, it will only run client side (browser), it does not means to specific user.

    So for example I am changing something in entity form field associated with the business rule, it will fire . But if I am updating entity data using service call/SDK which do changes in server, business rule won't fire.

    But in case of server side business rule, it will fire in above case.

    Hope it will help.

  • JDMCRM Profile Picture
    JDMCRM 1,795 on at
    RE: Business Rule Scope: Entity vs All Forms

    Thanks for the info, I have one more question about Client vs Server side not being technical myself.

    If 'All Forms' only executes the Business Rule Client side, does that mean the Business Rule is carried out for the one client who creates the business rule, or all clients?

    I'm assuming client side means the Business Rule applies to the client that created it, and Server side executes the Business Rule for all clients?

    Is that correct?

  • Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: Business Rule Scope: Entity vs All Forms

    Walkthrough the following blog. It explains the limitations of Business Rule

    community.dynamics.com/.../crm-2013-business-rule-workings-limitations-and-exam-notes

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