Tip #1306: Business rules do not work on editable grid

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:

  1. Nope didn’t know but will try it out right before putting my kids to bed!
  2. Yeah but it’s really buggy so I try to avoid it…
  3. 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

BR with conditional field on Task field

Cover photo by Miguel Constantin Montes from Pexels

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