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Business Rules on a Quote Product does not run RRS feed

  • Question

  • Hi!

    I'm checking the new Business Rules functionality, but I can't make it work. Here's my step (CRM 2013 Online):

    • Open Qute Product
    • Customize, Form Editor
    • Busines Rules, New Business Rule
    • Create a condition: If "MyCustomCheckBox" equals "Yes"
    • Action: "Show the error message "Hello world" agains the field "MyCustomCheckbox"
    • Save, Activate
    • Save, Publish

    When I open a new Quote Product and checks the checkbox, nothing happens. (Also tried updating different fields, but with no luck)

    What am I missing?


    Thanks for any help

    Larsi

    Monday, November 4, 2013 2:29 PM

All replies

  • I tried a couple rules here as well and none worked. I couldn't location any documentation on this but I have a suspicion Business Rules might not work on the old style forms that have the ribbon like all the OOB line item forms just like they cannot participate in a Business process Flow. 

    Jason Lattimer
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    Monday, November 4, 2013 2:53 PM
    Moderator
  • Hi Jason!

    Thanks for answering. Wow... is that this case? Just doesn't work, with OOB CRM Online?

    It would have been great if you found a link or something, so that I can document why I'm not using the Business Rules functionality.

    Larsi


    Tuesday, November 12, 2013 7:54 AM