How to use Business Rules to show Field on form based on value of another field?

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Posted on by CRM Learner 88

So I created a Business Rule with an If..Then condition to show a field on a form based on if a different field equals a specific value.

The problem is it isn't working! I made sure it was activated. I tried by putting the field I want to show on the form and also removing it from the form but it doesn't toggle based on the value of the field I entered.

I'm not sure what step I'm missing?

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CRM Learner 88 on at

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RE: How to use Business Rules to show Field on form based on value of another field?

Actually the field seems to show up only after saving and refreshing the page. Is there a way to control instantly to make it appear based on the value of a field using Business Rules?

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Chadi Tannous 1,039 on at

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RE: How to use Business Rules to show Field on form based on value of another field?

can you please show us the business rule.

also note that the filed should be in the form

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Chadi Tannous 1,039 on at

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RE: How to use Business Rules to show Field on form based on value of another field?

also make sure to include an else action

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RE: How to use Business Rules to show Field on form based on value of another field?

It actually execute right after the form is loaded. It will execute after the form is loaded if it is activated.

Take a look at the execution order:

>Any system scripts are applied first.

>Any logic in custom form scripts is applied.

>Logic in business rules is applied.When there are multiple business rules, they are applied in the order they were activated, from oldest to newest.

crmbusiness.wordpress.com/.../crm-2013-understanding-business-rules

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Nithya Gopinath 17,078 on at

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RE: How to use Business Rules to show Field on form based on value of another field?

Hi,

Business rules only work on load and on change events. It could trigger on the load of the forms or on change of the fields.

Please try changing the value of the other field and see if the required field is showing or hiding.

See: community.dynamics.com/.../understanding-process-triggers-and-business-rule-internals

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CRM Learner 88 on at

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RE: How to use Business Rules to show Field on form based on value of another field?

I don't know if I put an else, just if Field1 = x then Field Y has visibility. Is an else needed?

It only seemed to work when I did the opposite but they was only after saving and refreshing. Once the form is loaded will the business rule allow the field to display when the other option set is toggled or does it always have the be saved and refreshed?

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RE: How to use Business Rules to show Field on form based on value of another field?

Hi,

You will need to create two Business Rules which are as follows.

1. Business Rule to show field-2

Check field-1 have some value then

Show your field-2

2. Business Rule to hide field-2

Check field-1 doesn't have some value then

Hide your field-2

Please mark as Answered if this helps,

Thanks & Regards,

Himanshu Prajapati

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ashok teja 290 on at

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RE: How to use Business Rules to show Field on form based on value of another field?

Hello,

Business rules works on load, on field change as well, Here I'm giving an example, this might helps you to figure out your issue.

Ex:- If fax contains data then I'm showing website otherwise I'm hiding it.

1. Ensure to add else condition.

2. Ensure to set scope to 'All Forms'.

Thanks

Ashok J

XRMWEBKIT | CRMPORT | DynamicsHelpmate

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RE: How to use Business Rules to show Field on form based on value of another field?

I guess what they said is correct, you need an ELSE

if (value = x)

show field

else

hide field

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CRM Learner 88 on at

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RE: How to use Business Rules to show Field on form based on value of another field?

Thank you everyone! Adding the else condition made it work.

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