Module 07 - Configuring Business Rules

Question 1

What are Business Rules?

Answer 1

Lets a system customizer with no programming skills apply conditional logic to a form.

Question 2

What can you use Business Rules to display to the user to remind them?

Answer 2

Can use them to display error messages to remind user of rules defined by the business process, and prevent them from saving a record until the issue is resolved.

Question 3

What is the scope of the business rule?

Answer 3

When you configure a Business Rule you can select the form that the rule is used for. Scope can be set to apply the rule to all forms, or just one form.

Question 4

What is the portable business logic feature?

Answer 4

Business Rules are enforced when forms that are in scope are used, whether in web browser or Mobile. The rules apply to different platforms without having to be written in different ways.

Question 5

Business Rules are configured to apply what kind of logic to the data in CRM?

Answer 5

Client side logic. Instead of using processes or custom code that runs on the server, the rules apply to data that a user enters or modifies in a form.

Question 6

What can you configure a Business Rule for?

Answer 6

All forms for an entity, or only one form.

Question 7

What must you do to apply a Business Rule to several forms, but not all?

Answer 7

Create a copy of the rule for each form, by opening rule and save as > enter new name. You’ll also have to activate a Business Rule before the logic takes effect.

Question 8

Each form can have how many Business Rules associate with it?

Answer 8

Zero, or several, as rule applies to all forms for the entity.

Question 9

When is an active Business Rule activated?

Answer 9

Each Business Rule associated with a specific form is evaluated when that form is loaded or value changes in a field that is included in a condition defined in the rule.

Question 10

What happens if the value on the field matches a condition when the form is opened or the value is changed?

Answer 10

The actions that are defined in the rule will be applied.

Question 11

When a record is saved are Business Rules run again?

Answer 11

No.

Question 12

What happens if a Business rule includes a condition or an action that has a reference to a field not displayed on a form?

Answer 12

The rule will not run, an error is not created, so it may not be readily apparent it is not being applied.

Question 13

How do you create / view / edit Business Rules?

Answer 13

4 ways: Business rules from Solution Explorer below entity node / Business rules from list of fields for entity / Business Rules from Field Properties on a form / From an open form to display Business Rules explorer

Question 14

What Status is the Business Rule on creation?

Answer 14

It has a Status of Draft and does not affect users working in the system.

Question 15

How can you test a Business Rule?

Answer 15

Open the form in designer and use the Preview. Activated rules and draft Business Rules are applied to the preview of the form.

Question 16

How to apply the logic in a Business Rule?

Answer 16

Must save changes, and activate it.

Question 17

What can’t you do to an Activated Business Rule?

Answer 17

You cannot modify or delete it. You have to deactivate it to turn it to a draft before editing.

Question 18

What must you do at least once before activating a Business rule?

Answer 18

Save it.

Question 19

What if you want to create a new rule similar to an existing one?

Answer 19

Open an existing and Save As to create a copy. Fast method to reverse rule.

Question 20

Why is a Description to a Business Rule optional?

Answer 20

It isn’t displayed anywhere in the UI except for in the editor. Though recommended as it will help other customizers who are working on the system.

Question 21

What happens if you select All Forms as the scope of a Business Rule?

Answer 21

It will apply to all forms with a form type of Main or Quick Create. You cannot select the scope to only apply to Quick Create forms.

Question 22

What are conditions in a Business Rule?

Answer 22

Conditions define the fields that will cause the rule to be triggered, and evaluate to determine whether the actions are configured in the rule should be performed.

Question 23

What must the conditions all evaluate to in order for the actions to be applied?

Answer 23

All conditions must evaluate to “true”. (logical AND)

Question 24

What can you not configure a rule to use conditions for?

Answer 24

A logical OR, but you can apply several rules to achieve the same result. Recommend copying.

Question 25

How do add a condition to a Business rule?

Answer 25

Create Business Rule/Open Existing > ensure deactivated > add a condition > select field trigger > select logical operator > depending on type, enter in necessary > click checkmark to save

Question 26

What are types of conditions you can select?

Answer 26

Field - to compare value of form field to another field. Value - to compare value of form field to a value. Formula - compare result of simple calculation to value in a form or value you enter.

Question 27

How many conditions can you expand at the same time?

Answer 27

Just one.

Question 28

How to add an action to a Business rule?

Answer 28

Open/Create Business Rule > if Activated Deactivate > +Add an action > select Action opens > fill out rest > click blue check mark to save changes > add more than one action is possible

Question 29

What are some Business Rule Actions?

Answer 29

Show error message, set field value, set business required, set visibility, lock or unlock field.

Question 30

When should you use the Show Error Message action?

Answer 30

When data in field is not valid. Error cannot be saved. If field is changed so rule is triggered and reevaluated, condition is no longer true, error will be dismissed.

Question 31

What happens if you use an action in a Business rule to set the value of the field?

Answer 31

The OnChange event handlers for that field will not run. Consider your JavaScripts and what they trigger off of.

Question 32

What does the Set Field Value action do?

Answer 32

Sets the field to field, value or formula, applies it to field as configured or defined.

Question 33

What does the Set Business Required action do?

Answer 33

Use to change the requirement level for the field. Only tow options ; not Business Required and Business Required

Question 34

What does the Set Visibility action do?

Answer 34

Change whether the field is displayed in the form. Show field/hide field.

Question 35

What does the Lock or unlock field action do?

Answer 35

Use to change whether field is enabled in form. Lock is read only, and unlock.

Question 36

What should you be aware of when using Set Business Required, Set visibility or Lock/Unlock field?

Answer 36

You might need a reverse rule to set the property back if the opposite condition is true.

Question 37

How can you configure a Business Rule so that it applies to the Quick Create form for an entity?

Answer 37

Set scope to All Forms, it will apply to all forms with form type of Main or Quick Create.

Question 38

What is not an action that you can configure for a Business rule?

Answer 38

Set field value on the parent Customer record.

Question 39

What is not an area of the System where you can access Business Rules?

Answer 39

Processes node in solution explorer.

Question 40

You have a business requirement to create a Business Rule that will only be applied to two forms that are used by different teams, and not the main form that is used by the rest of the business. What steps should you take to achieve this?

Answer 40

Create the Business Rule for one of the two forms. Test it in Preview. Copy the rule and set the scope for the second form used by the second team. Make sure to Save and Activate.