Validation without Scripting

Scenario1:

You want to check/search in child Bus comp field values for some validation without scripting?.

For Example: 

•       When the Specified Account has any child M Activities attached the Customer Activity flag should be true

•      Implementation without scripting:

–      Create a calculated field: Check Activity

• Calc Expression: BCHasRows(“Account”, “Action”, “'[Account Id] ="' + [Id] +'"‘ AND  [Type] = “ZM”, ”,“All”)

•      Return Y, if any child activity found.

•      – Create a User property “On Field Update Set” to set the Activity Flag ; Value : “Check Activity”, “Activity Flag”

 

Syntax:  BCHasRows (BO, BC, search_expr, visibility)

         

Where we can use: Calc fields, workflows, Data Validation Manager Rule, FINS Validator

_____________________________________________________________________________

Scenario 2:

If you want to get child Bus Comp Record count without scripting?

For Example: 

The End Date of any Service Request should not be modifiable if any child Activity Status is Active, the customer wants error message.

Implementation without scripting:

• Create a calculated field: Check End Date
• Calc Expression : GetNumBCRows (“Service Request”, “Action”, “'[SR Id] ="' + [Id] +'"‘ AND  [Status] = “Active”, ”,“All”)
• Return child record count
• Set Validation Property for Service Request  End Date to avoid modification
• Value: [Check End Date] <1

            Syntax: GetNumBCRows (BO, BC, search_expr, visibility)

Where we can use: Calc fields, workflows, Data Validation Manager Rule, FINS Validator