In Microsoft Development Forums many times we found posts where new
CRM users are asking for help to write JavaScript validation specially
if they are not developers, so I hope they will be happy with “Business
Rule”, another great feature that is introduced in MS CRM 2013. Business
rules helps CRM user to design most frequently used data validations
from CRM UI. Business rules provide different functionality like below:
- Set field value
– We can configure business rule to set some field value or use formula
to set some calculated value, but you need to keep in mind that if you
are setting some field value using business rule it's onchange event is
not going to fire :).
- Set business requirement
– We can define business rule to set business requirement level, we can
configure condition where we can define, if we want to compare field
with some other field or some value to validate our condition.
- Show or hide fields
– We have option to hide/show field using business rule, but make sure
business rules only works with fields, so you can't use them to hide
sections or tab. Also if the field which is used in business rule is not
present on a form, the rule won't fire.
- Enable or disable fields – This is the mostly used requirement in CRM entity forms, so now you can easily set business rule to enable/disable field.
- Show custom error notification-
Another most wanted feature added to show custom error notification we
will be doing another post for this feature. You can show custom error
notification if validations fails. You can also localize your custom
notification if you are using multiple language in your organization,
you can simply export translations and can it to define your localized
custom message.
So finally, although business rule is an
efficient to apply validation over entity form but you should not
consider it a complete replacement for JS script because, you can only
use current entity field in condition, you don't have option to get
field from other entity and put your validation based on that, so if you
have business need where you need to compare data from related entity
you still need to use Java Script code.
Next Blog:
Apply Field Validations without Writing JavaScript in MS CRM 2013 - Part 2