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Form Flow - issues with Rule

4 posts, 0 answered
  1. Charlotte Wang
    Charlotte Wang avatar
    20 posts
    Registered:
    02 Nov 2021
    17 Jan 2022
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    I have a form flow which has a Rule setup right after the 1st form to direct users to go down different paths based on the value of the field named "Class" on the 1st form. As "Class" field is a lookup field so put a GUID (encrypted) in the "Value" field in the Rule property but it doesn't work and it always takes me to the "false" path. I tried using the non-encrypted GUID and same results.

    I wonder if I can use Rule for a lookup field? Thanks. 
  2. Adam Benoit
    Adam Benoit avatar
    23 posts
    Registered:
    01 Mar 2017
    18 Jan 2022 in reply to Charlotte Wang
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    Hi Charlette,

    The rule node does work with lookups but the format needs to be correct for it to work.

    The expected format in the rule node is the entity logical name then the Guid separated by a semi-Colin (;) such as "contact;00000000-0000-0000-0000-000123456789"

    In the rule node, the id provided must be unencrypted but the form does not have to be. Decryption happens before comparison when needed.

    Hopefully this helps, please let us know if you have any questions.
  3. Charlotte Wang
    Charlotte Wang avatar
    20 posts
    Registered:
    02 Nov 2021
    18 Jan 2022 in reply to Adam Benoit
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    Hi Adam, 

    Thanks for your quick reply.
    I tried it with the correct format (logical entity name; GUID) but I got this error:  
    "Guid should contain 32 digits with 4 dashes (xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx)."

    The GUID I used is from D365 so it's not the encrypted one. I wonder if I missed something.
    One question though: the form contains 2 entities: application and case. The logical entity
    name I used is from application entity as that's where the lookup field resides. Will Rule
    work if there are multiple entities on a form? 

    Thanks!



  4. Adam Benoit
    Adam Benoit avatar
    23 posts
    Registered:
    01 Mar 2017
    20 Jan 2022 in reply to Charlotte Wang
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    Charlotte,

    The rule node looks at all fields in the previous form, regardless of what entity they reside in.

    Honestly, this is a bit difficult to troubleshoot via forum. My suggestion is to attend one of our free daily Q&A sessions to have a developer assist. If you are able to attend one of the sessions marked "Evening", I would be the one to assist you.

    https://www.crmportalconnector.com/support/training/daily-q-a-registration

    Please let me know if you have any questions.
4 posts, 0 answered