Posts Tagged Business Rules in MSCRM 2013
Wow!!!! It sounds great… Let us have a quick walk through of this new feature and see how we can incorporate this for our requirements.
When a lead source is changed to Partner – I want to make
1. Business Phone and Email as Mandatory Fields
2. Hide the Mobile Phone Field
Now let us create a Business Rule to meet the above requirement. Business Rules comes as a part of your entity in the solution as shown below.
Go to Business Rules for Lead entity and Create a new one. Here we can notice that we can do the following things
1. Add Conditions
2. Add Actions
3. Provide Description
In this example we have added one condition as if the lead source is Partner. In actions we can see that we are making the Business Phone as Mandatory, Hiding the Mobile Phone field and Making the email as Mandatory.
There are very limited options available for the creating the actions like as shown below.
Once we are done with the creation part we need to save this and activate. Similar to Processes we can activate and deactivate this Rules at any point of time. Also if we have multiple forms then we can also define for which forms these rules should be applied.
One good I liked the most is that there is a Save As Option available so we can create multiple rules in minute and then edit accordingly.
Key points to be noted
2. It does not supports hiding/Showing Tabs and Sections.
4. Well supported in Mobiles and Ipad.
5. Rules can be applied form wise. So in case of multiple forms you may specify for which forms these rules is applicable for.