Rules

Secret ingredients to quality software

Edit
Info

CRM2013/2015 - Do you use CRM Business Rules to automate forms?

Last updated by Dennis Heer on 30 Jan 2017 12:12 am (over 4 years ago) See History

Prior to CRM 2013 if a CRM user wanted to:

  • Show an error message
  • Set a field value
  • Set business required
  • Set field visibility (show/hide fields)
  • Lock or unlock a field

They would normally need to get a CRM developer involved to write JavaScript code to automate these actions.

Starting with CRM 2013 (and much improved in CRM 2015), users can now use Business Rules to automate these actions without getting a CRM developer involved.

Take the following Example:

crm automated forms 1
Figure: ‘Customer Type Other’ should be hidden and only displayed when Other is selected

To make this work use the following Business Rules:

crm automated forms 2
Figure: Show the ‘Customer Type Other’ field when Customer Type equals Other

The flip side of the expression also needs to be set where Customer Type doesn’t equal Other to hide the ‘Customer Type Other’ field (you could also optionally clear this field too)

crm automated forms 3
Figure: Hide the ‘Customer Type Other’ field when Customer Type doesn’t equal Other

Finally the last step is to Activate the Business Rules. To activate click the activate button on the top right of the tool bar.

Now the form will look like this:

crm automated forms 4
Figure: Great. Now ‘Customer Type Other’ is hidden

crm automated forms 5
Figure: And on the other side ‘Customer Type Other’ is visible

Note: CRM 2015 further improves on this by introducing the if… else… construct, so instead of creating two business rules (one for show and one for hide), this rule can be reduced to just one.

Mehmet OzdemirMehmet Ozdemir

We open source. This page is on GitHub