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Terms in this set (59)

True or False : A Business Rule can be ran not only in a model driven application forms, but server-wide to implement CDS changes as well
True
Business Rules are built using...
Graphical drag and drop rule builder, using conditions and actions
The following can be accomplished with business rules...
-Set field values
-Clear field values
-Set field level requirements
-Show or Hide fields
-Enable or Disable Fields
-Validate data and show error messages
-Create business recommendations based on BI
What does a workflow do?
Offers automation with or without direct user interaction
Two types of workflows?
Real-time Workflow and Background workflow
Some workflow actions include...
-Create a Record
-Update a Record
-Assign a record
-Send Email
-Start child workflow
-Stop workflow
Microsoft Flow is...
Service that helps create automation between different applications and services
What can Microsoft Flow do?
Synchronize files, get notifications, process approvals, and more...
Common Microsoft Flows include:
Automated, Instant, Scheduled, Business Process
What is a business process flow?
Offers users a guided experience for data entry following a defined path on a record
What makes up a business rule?
Step 1: Establish a condition (or multiple)
Step 2: Establish the actions if the conditions are met ( or not, or even both)
Define Condition
How you express the criteria that must be met to perform the actions associated with the condition (A COLLECTION OF RULES)
Three Client-side Only Actions?
1- Set visibility Action
2- Lock/Unlock Action
3- Recommendation Action
Other actions; Set Value Action?
Used to set the value of a field to either a static value or a the value of another field. Can do basic calculations using formulas.
Other actions; Set Default Action?
Used to set an initial value field, only applies to new records being created
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