Business Rules Key Notes

Business Rules, always had love and hate relationship for this feature as a typical developer. mindset, instead of creating step by step business rule using the UI, it would be quick to write a javascript 😊 Having said that from architectural perspective, Microsoft recommends to use the business rules as a first preference for any validation or conditional logic.

When we think about business rules, actually there is no trigger which we can select, It gets triggered based on the change of the field on the form. Visually we can think that business rule is running on the save of the form, but it actually gets triggered on the change of the field used in the condition.

As I wrote above about the trigger, when we want to trigger the business rule on Save of the form, we can not select the trigger, but we can select the scope of the business rule as Entity which would run the business rule on server side and on the save of the form. Lets talk about the scope of the business rule. Scope can be either single form, all forms or entity.

Let us check the below scenarios.:

You create a business rule for the Account entity.

The business rule must run when you import account records. Then the Scope should be set to Entity and business rule should be active

You create a business rule for the Case entity and set the scope to Case. The business rule will run when the form will get loaded and at the change of the field as well

In Business rules , we can perform these actions : Subtract $5.00 from a currency field, Concatenate two text fields, Add six days to a date field. However we can not directly clear a two options field(this is by design as a binary field, either one value should be defaulted to two option field. On another note we can definitely clear the optionset field in the business rule

You can add max 10 number of If-Else conditions to a business rule?

When we need to create a business rule for the account entity that runs both client and server side. Then the business rule scope should be Entity

Hide a section, Show an error message when a rule fails to run ,Hide a tab are not valid business rule use cases , however Show an error message when a condition is met is a valid business rule scenario.

If we create a business rule for the Account entity. The business rule must run when we import account records. Then below are correct conditions The scope was set to Entity and A business rule is active. Snapshot is just pictorial representation of the business rule flow

Which three statements regarding form design or behavior for the mobile phone or tablet application are true? Here are the steps presenting a complete solution. Activities can be modified, tabs do not have the expand and collapse capability, If business rules are changed while the mobile app is open, the app must be closed and reopened for those changes to apply.

You are creating a business rule for the account records. The business rule will perform an acton if the record has country set to the United States and City set to either Redmond or San Francisco. You need to identity the minimum 2 number of condition sets required to implement this logic. We can add multiple rules in a condition, but all can be And or OR, we can not And for country and Or or both cities , hence we have to add minimum 2 conditions for above said conditions

You create a business rule that has a Set business required action for a field. The action has a Status of Business Required when a condition is met. Users report that when that change the value so that the condition is false the Feld is still required. You need to ensure that the field is required only if the condition is true. Then we have to create an Else statement that has no conditions and a Set business required Acton. Configure the action to have a Status to Not Business Required.

You need to implement a process. The process must perform the following:

  • Run when a new account is created.
  • Make changes to the account as the user who created the account
  • Send an email message to the account as the owner of the account. This must be a different user than the user who created the account.

Again this is not a business rule use case . This should be implemented by workflow

You have a business rule that has a scope of All Forms. You discover that the business rule does not execute on forms when users access the forms. You need to ensure that the business rule executes on the forms when accessed bt the users. We need to make sure that the business rule is activated

On the contact entity you are creating a business rule that has the Set visibility action. You need to identify which form elements you can control by using the Set visibility action. We can set visibility only for the form fields in the business rule

You have a custom entity named Event Registration. Event Registration has a relationship with the contact entity. You plan to add a field named Contact Phone to Event Registration. You need to ensure that when a contact is added to an Event Registration record, the phone number of the contact is displayed in the Contact Phone field of the record. If the contact changes the Contact Phone field must display the new phone number of the contact. This is not a Business rule use case. This can be achieved by a calculated field

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