It seems business rules are only arriving post 8.0.3 ( this last version is not yet released, and business rules are only in beta in 8.0.3)

Hello,



The features are available for beta testing in Creatio version 8.0.3 Atlas. 



Please find more information here. 



Best regards,

Bogdan

Hello, Pedro!

In the actual version of the system business rules from the desktop, the platform is not transferred to the page in the mobile application. At the moment, business rules can be set with the help of development only.

 We have the enhancement request registered by our R&D. It means the functionality will be implemented in future releases, although there is no ETA yet.

Hope for your understanding.

Hello Ibrahim,



Could you please specify the current version of the website?



Best regards,

Bogdan

Bogdan,

8.0.0.5434

Ibrahim Nour El-Din,

 

Unfortunately, this functionality is not available in 8.0 version. But we've been informed that they will be available again with the next coming releases (8.0.1 or 8.0.2).

 

Best regards,

Bogdan

Hello Francois,

As of now, the business rules don't work with roles. You can only use users instead of roles, but in this case, you'll have to create each business rule for each user. 

 

We already have a query registered for our responsible R&D team to implement the described functionality in the upcoming versions of the application. 

I will add this case to the query in order to increase its priority.

Best regards,

Anastasiia

Hello Francois,

The better way to achieve Your requirement is Object Permission settings (Use column permission). Have a look following printscreen as a example how to grand access to "All employees " to only read Account Name and for "System administrators" to read and edit.

https://ibb.co/n0TCVBP

Best regards,

Marcin

A business rule isn't able to do this. 

You could do it with a no code approach by creating a process that starts on the record added or modified that reads the record, then sets the field value by combining the two values. The down side to this approach is that the user won't see this value until they refresh the page.

I realize you're after a no code approach, however, if you want to do this with code, you can add something like this to the methods of the page - this will set the name when the record is saved (assuming the field names are correct):

save: function() {
    var account = this.get("Account");
    var need = this.get("LeadType");
 
    if (account && need) {
        this.set("Name", account.displayValue + " - " + need.displayValue);
    }
 
    this.callParent(arguments);
}

(btw, I don't know why formatted code doesn't format code correctly on these forums, but the && is supposed to be &&)

Ryan

Hi Daniel, 

Actually, it is not possible to do with the detail, like the example with the fields you sent.

In order to achieve such implementation, you need to extend the controller and add the additional logic manually. 

Unfortunately, we don't have such examples. 

But here you can check my colleague answer, where to find the controller which you can modify: 

https://community.creatio.com/questions/there-way-make-detail-read-only…

Hopefully, it will be useful for you!

Best Regards, 

Bogdan L.

Bogdan Lesyk,

Are there any updates regarding hiding a detail in mobiel based on a condition please ?

developer,

Let's discuss it in terms of a thread created by you here https://community.creatio.com/questions/how-hide-detail-mobile-based-co…. I will check internal notes and will let you know about the possible ways of achieving this.

Hello Chani, 

Could you please elaborate a bit on the issue and clarify which business rules exactly do not work as expected?

Alternatively, I would like to suggest you to contact us at support@creatio.com, so we could investigate the issue more deeply. 

Thank you in advance!

Best regards, 

Anastasiia

Anastasiia Zhuravel,

I have a field called 'Default school year' on the opportunity object and a field called 'schoolYear' on the opportunity product object, both same lookup.

I want the add the following rule:

IF Opportunity.DefaultSchoolYear is filled in THEN set field value - schoolyear = Opportunity.DefaultSchoolYear.

I also tried -

IF schoolyear is filled in THEN make schoolyear required.

Thank you!

Chani Karel,

Hello, 

Thank you for your prompt reply. We have received the corresponding request (sent to  support@creatio.com) and will proceed with investigation!

Best regards, 

Anastasiia

Hi Kavian, 



Regarding the feature state: 

It is needed to re-log in after changing the feature state for changes to take place. Have you re-loged in before checking the value the second time? 



As for the issue with the business rules, The support request you've opened (#SR-01019131) is still open and we're waiting for your input to proceed with the investigation. 



Best regards,

Yurii.