Friday, July 17, 2015

Applying same Business Rule to several forms, not all forms

We can configure Business Rules to be used on all forms for an entity, or only on one form. If you want to apply a Business Rule to several forms, and not all forms, you must create a copy of the rule for each form,you can do this by opening the Business Rule and clicking Deactivate then Save As and entering a new name for the copy of the Business Rule and select the scope and active it.









And if you select all forms as the scope of a Business Rule, the rule will be applied to all forms (Main or Quick Create forms), and you can not select the scope for a rule to apply to the Quick Create form only!





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