I want to create a Business Rule based on a Child Table

[Anonymous]

I have a Parent Table named "Request" and a child table named "Tasks".  The relation is  1 Request : N Tasks.  There is a "Request Status" field in the Request table, on which I want to enforce a business rule as follows

=> If at least any one of the Tasks related to the request is  "Open", then "Request Status" cannot be "Completed" .

If this is not possible is there a work around?

I am unable to find a solution for this. Any help is much appreciated. 

Thanks...

[ChrisPiasecki · Accepted solution]

Hi @Anonymous,

One way to achieve your business logic is to add a whole number column to Requests that represents the Count of Open Tasks. A business rule can then check whether the value is greater than 0.

To keep the count up to date, you can use a Dataverse workflow on the Task table to increment or decrement the count on the Request table whenever the Task status changes.

Here is a similar example from CRM 2011 but still holds true today. 

---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.

[Anonymous]

Hi @ChrisPiasecki,

Thank you so much, this is what I was looking for.

Regards,

Raj