Today’s tip is from Eric Regnier. Got a tip? Send it to jar@crmtipoftheday.com (and don’t forget to include either your Twitter handle or LinkedIn profile link for the eternal appreciation link)
Do you know that business rules (scope = entity) work on editable grids? Pick one of the following answers:
- Nope didn’t know but will try it out right before putting my kids to bed!
- Yeah but it’s really buggy so I try to avoid it…
- Yup and I abuse them!
If your answer is anything between 1 to 2, here’s a quick tip to keep in mind:
Business Rules will only work if the conditional field is also a column on the grid.
If the field is not a column then the BR won’t work…
BR with conditional field on Created On field
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BR with conditional field on Task field
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Cover photo by Miguel Constantin Montes from Pexels
This doesn’t apply to an editable grid on a Dashboard
Nathan,
Some time has passed, so is there a way to lock some editable grid fields on a Dashboard without code?
Thank you,
Jim
Great!!!
thank you for the tip
It works fine on Page 1 of the Editable grid. Naviagting to Page 2 unlocks the fields.
Any work-arounds.. please suggest!