CRM 2013 brought in a new features called business rules, if you want to read more about business rules click on one the articles below
As an added bonus they also work on CRM tablet.
In some ways they are like mini workflow, except workflows run at entity level, Business rules run at field level and are triggered by field events.
Business rules are easy to create and they have two parts
Condition (The IF)
Action (error message, set field value, enable/disable field, show/hide field or section, set requirement level of field)
Here is a screenshot of a business rule
- Validate data and show error message
- Set field value
- Enable or disable field
- Show or Hide a field
- Set field requirement levels
When creating a business rule to hide a field/enable a field, you test it and and it works, suddenly you realize the field is not being enable/disabled, the opposite action does not occur.
The reason for this and the reason business rules currently work in pairs because business rules condition logic only has AND logic and not IF. This may change in the future but it’s a limitation at the moment, which can catch people out.
An example is if you created business rule to check if Account Name has a value, when the field contained a value you could show the Account number field
If the person then deleted value in the account name the account number field would still be visible because it had not been hidden again
In this case you would need to write another business rule to hide the Account Number if the Account Name doesn’t contain data.
So remember in most cases you will need a pair of business rules to undo the actions of another business rule