Monday, 7 October 2013

Bussiness Rule Configuration Actions in MSCRM 2013


Validate data and show error message rules

Data in fields (as values) can be validated and comparison can be made between different fields.
 If the action states throwing an error message, you can define the control that should display the message.


Show or Hide a field rules

 You can change whether the field is displayed in the form. The options are Show Field and Hide Field.
 These are applicable to only fields and not for tabs, sections or controls like web resources and iframes.
If you do not specify any conditions, this is similar to setting state by default.

Enable or disable field rules

The options are Lock and Unlock. When the field is locked, you will not be able to edit the value in the field.
 If you do not specify any conditions, this is similar to locking/unlocking the field by default.

Set field value rules

Choose the Field and Type. There are three types:

 Field

Use this type to set the value of one form field with the value of another field.
 Value

Use this type to set the value of a form field with a value you enter.
 Formula

This option only appears for numerical or date data types. It does not appear for fields that contain text. Use this type to set the value to the result of a simple calculation that may use either a value in another form field or a value you enter.
 If you do not specify any condition, this is similar to setting a default value for the field.

Set field requirement rules

 The options are Not Business Required and Business Required. There is no option to set this to business recommended.
If you do not specify any condition, this is similar to setting the default business requirement state.