@Gus Gonzalez Of course, you are totally correct. However, Workflow does have a timeout functionality, so you could set the workflow to run every time an Opportunity is created and then set some field to TRUE after 24 hours. Then, the business rule could look to see if that field is True and then set the field(s) as required.
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Audrey Forrest
Senior Accountant and Business Analyst
Seattle WA
CRMUG Co-Chapter Leader - Seattle
D365 CRM V9, GP 2015 R2
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Original Message:
Sent: Aug 02, 2019 11:27 AM
From: Gus Gonzalez
Subject: Make fields required 24 hrs after create
Hi Audrey,
The problem with business rules is that there is no way to do a timeout.
The condition you show on your screenshot is actually impossible to satisfy, because the Created On date never changes.
So saying that Created On equals Created On plus 1 doesn't really do anything.
Now if we could only use "Today" then that would be perfect and your answer would work because you would do a condition like "If Today is Created on+1" and then that would work just fine.
There is no possible way to do this via Business Rules alone...it needs to use a workflow/flow for the timeout.
More on Tuesday at 9 AM EST. :)
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Gus Gonzalez
8x Microsoft MVP, CRMUG All-Star
CEO, Elev8 Solutions
Original Message:
Sent: Aug 02, 2019 11:21 AM
From: Audrey Forrest
Subject: Make fields required 24 hrs after create
I find that manipulating required fields is best done in Business Rules, particularly if coding is not an option. I do not believe Workflows are capable of setting required fields, and I am quite sure that Flow is not. Using an embedded PowerApps is probably an option, but adding a business rule is the easiest and quickest way, in my opinion. It could look something like this:
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Audrey Forrest
Senior Accountant and Business Analyst
Seattle WA
CRMUG Co-Chapter Leader - Seattle
D365 CRM V9, GP 2015 R2
Original Message:
Sent: Aug 01, 2019 09:31 PM
From: Gus Gonzalez
Subject: Make fields required 24 hrs after create
Hi Krsitina,
Unfortunately I'm going to make you wait until Tuesday for the solution because I think this is valuable to show on our Two-Minute Tuesday series. The video is on the queue for Tuesday at 9 AM ET.
Subscribe to the channel so you don't miss it!
https://www.youtube.com/c/crmmvpmedia
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Gus Gonzalez
8x Microsoft MVP, CRMUG All-Star
CEO, Elev8 Solutions
Original Message:
Sent: Aug 01, 2019 08:01 PM
From: Kristina Bjerknes
Subject: Make fields required 24 hrs after create
Thank you, all!! Good recommendations!
I am not able to do coding unfortunately, and also we do not use Business Process Flow anymore, so those two options are not really viable at this time.
What would be best approach to take tackling this with a Workflow and/or business rules?
Thank you!
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Kristina Bjerknes
REDW
Original Message:
Sent: Aug 01, 2019 02:04 PM
From: Gus Gonzalez
Subject: Make fields required 24 hrs after create
Hi Kristina,
I don't see the need to write Javascript on this one.
I would leverage a Business Rule in addition to a workflow...the workflow can be enhanced to even send a notification out to the user to let them know the fields are now required, if needed.
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Gus Gonzalez
8x Microsoft MVP, CRMUG All-Star
CEO, Elev8 Solutions
Original Message:
Sent: Jul 30, 2019 07:57 PM
From: Kristina Bjerknes
Subject: Make fields required 24 hrs after create
Help, please! I need to make a few Opportunity fields required 24 hours after Opportunity Create date (not during initial Opportunity creation).
What is the best/simplest approach to do that?
Thank you!
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Kristina Bjerknes
REDW
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