In Dynamics 365, Business Rules provides a convenient way to apply validations to the fields of an entity. The Business Process Flow will trigger on changing the value of a field to perform specified operations. Editable Grid supports business rules in Dynamics 365. Editable Grid supports the following business rules operations:
- Show error message
- Set field value
- Set business required
- Set default value
- Lock or unlock field
To use Business Rules on Editable Grid, there is no need to do more configuration. You can achieve this by making a simple business rule on form level. This business rule will be in action when you change a record's data on the editable grid.
We will create a simple business rule to unlock the main phone field if the preferred method of contact is a phone, or otherwise lock that field. Following are the steps to follow to apply business rules to an editable grid:
- Go to
Settings|Customization, as shown in the following screenshot:
- Click on
Customize...