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How to create business rule for my scenario? RRS feed

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    Hi,

    I want to retrieve email address of selected lookup record and set into other field in crm 2013.

    Can I do that from Business Rule or Process in crm 2013?

    Friday, March 21, 2014 7:33 AM

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    AFAIK business rules are entity oriented.You can`t retrieve information from a lookup.

    In order to do that you need to make a retrieve(JavaScript /Plugin) to the record and retrieve the email field.

    Friday, March 21, 2014 9:16 AM
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    No, but you could use a Synchronous workflow.

    Create a process on create or update where you do you stuff, and uncheck the "Run this worflow in the background"-checkbox

    Best Regards Jens Egil Evensen

    Friday, March 21, 2014 12:58 PM