Setting up Business Rules
There are numerous places you can configure Business Rules from:
1. Settings – Customizations – Customize the Solution
2. On the Form customization
3. On the Field Properties screen
4. On the Field Properties Dialog (when you edit the Properties of a Field from within the Form Designer)
Defining a Business Rule
A Business Rule consists of three parts:
Defines when the action should be invoked
Denotes what to do when the Condition has been met
Free text description of the Business Rule
The Conditions you specify here are the same as those that you would specify from within a Workflow process. You can have multiple Conditions within one Business Rule, however, each Condition must be satisfied in order for the Action to be performed (so the logical operator between each Condition is AND – there is no support for OR).
Specify one or more of the following Actions to be performed:
In this simple example, we have defined a Business Rule called “Identify High Value Customers”.
The purpose of the Rule is to set a fixed description for any Account where the Annual Revenue exceeds £500k. The description field will also become locked and a warning message will be displayed to the User. The Business Rule is defined as below:
NOTE: We click the Activate button at the top of the screen to make the Business Rule live.
So as we have entered a high value in the Annual Revenue field, we get the warning symbol appear:
The error message is displayed in the top part of the screen:
And our Description field has been set and locked:
A very welcome addition to Dynamics CRM!