Business Rules is new functionality in Microsoft Dynamics CRM 2013, with Business Rules you can apply form logic without writing JavaScript code. Business rules provide a simple declarative interface to implement and maintain fast changing, commonly used business rules that will be applied to Main and Quick Create forms for both the web application and Microsoft Dynamics CRM for tablets.
What can Business Rules do?: Business rules allow for a subset of the capabilities provided by form scripts. With Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online, you can define conditions and apply the following actions:
- Set field values
- Set field requirement levels
- Show or hide fields
- Enable or disable fields
- Validate data and show error messages
Below is a Guide on how to add a business Rule. Senario: When a registraion application record type is set to renewal then a "Renewal of" lookup(to registration application) will be displayed and set to required.
You need two business Rules here . One to display the Renewal of Field and set it to required and another to hide the field and set it to not required when the type is set to something other than Renewal
1. navigate to the registration application form via your solution.
2. Click on Home>Business Rules via the form Ribbon. The Business Rules Explorer will appear
3. Click New Business Rule
4. Give the rule a name.
5. Set the condition to the following and the click the correct icon to add
6. Add an action to display the Renewal of Field
7. Add a second action to set the Renewal field to Required
8. Give the rule a description and save.
10. Activate the Rule via the activate button which appears after the save. this is an important step
11. Add a second Business Rule to hide the Field when the type is set to something other than Renewal. The condition should be the following
12. You Should end up with the following
13. Save. Activate . You now have to rules set up . Publish
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