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Business rule to lock fields not firing

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Posted on by Matt Se

Hi I have a very simple business rule, pretty much the requirement is if 'Is Customer Integrated' field equals 'Yes' AND 'Created On' field contains data THEN Lock the two fields below. IF 'Is Customer Integrated' equals 'Yes' set the two fields below to mandatory.

I'm not sure what the issue is but my business rule does not seem to be firing and the fields are still able to be modified when 'Is Customer Integrated' is set to 'Yes' and 'Created On' contains data.

Is Customer Integrated? equals "Yes" AND Created On contains data

THEN

Lock External Reference

Lock External System

ELSE IF

Is Customer Integrated? equals "Yes"

THEN

Set External Reference as Business Required

Set External System as Business Required

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Matt Se on at

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RE: Business rule to lock fields not firing

Hi I figured out what the issue was.

The 'Created On' field was not on the form itself, I added the field and it has to be visible in order for the Business Rule to read the data.

Works fine now.

Thanks
Matt Se on at

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RE: Business rule to lock fields not firing

Hi Steve,

Have confirmed my business rule is active and I have also set Scope to 'All Forms' but it is still not working.

Also don't think there are any other business rules or processes that are conflicting.

Thanks
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Community Member Microsoft Employee on at

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RE: Business rule to lock fields not firing

Hi Matt Se,

I tested the logic of your business rule, It could work:

When 'Is Customer Integrated' is set to 'Yes' and 'Created On' contains data:

When 'Is Customer Integrated' is set to 'Yes' and 'Created On' doesn't contain data:

Please check the following point:

1. Make sure your business rule is active.

2.If the scope of business rule is one of the form, please make sure you were using the corresponding form. You can check scope here: