In our last post we discussed business rules
and in this post we are going to show how we can create business rule in MS CRM
2013. To create business rule navigating to entity customization. Let's take a
very simple example we want to validate if Relationship type is selected a
“Consultant” we need to make industry field business required in account entity.
If we need to implement this in JS code we need logic like below:
if Relationship type value is consultant then
make Industry field required
else
Remove required from Industry field
In the same way we need to create two business rules for this, one to handle if
part and other to handle else part, so let's design our business rule for this.
- Navigate to account entity customization
and select business rule from left navigation.
- Provide label “Make Industry required”
- Add a condition using below settings:
Field: Relationship Type
Operator: Equals
Type: Value
Value: Consultant
- Click on “Check Mark” to collapse
condition section.
- Add action using below settings.
Field: Industry'
Status: Business Required
Click on “Check Mark” to collapse action section.
Set scope for your business rule.
Save and close business rule.
Activate your business rule.
Let's test our business rule navigate to Account entity and create new account
and set Relationship type as “Consultant” it will make industry field required
like below:
![CONSULTANTREQURED]()
But if you will select some other value in Relationship type it will still keep
industry field required like below:
![stillrequired]()
To handle this we need to create another business rule to remove business
required in case relationship value is different than consultant. Create new
business rule using below configuration:
![Notrequired]()
Activate your second business rule and open account record. Now when you will
select some other value it will remove business required from industry field.
Previous Blog:
Apply Field Validations without Writing Java Script in MS CRM 2013: Part 1