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Scenario Overview

In this scenario you need to validate that the user enters in a valid US state in its 2 character format. In previous versions of CRM you would normally just add a picklist with all the valid values but the new composite control in CRM 2013 does not allow this so this validation formula is very useful. Note that as we are running this formula server-side this validation rule holds true for data imports, custom API code that may be inserting or update the account record or any workflows, dialogs or actions that may run.

North52 Decision Suite Solution

The North52 Decision Suite solution works like this,

  • A server-side validation rule is created to enforce data quality 
  • The value in the address1_state field is checked to see if it is in a list of values
  • If it is not in the list of values then it stops the create or update of the account record & returns an error message

North52 Decision Suite Steps

The following set of steps outline how to create this Formula

  • Create a new formula of type 'Validation'
  • Set the Source Entity to 'Account' & set the Source Property to 'Address1: State/Province'
  • Copy & paste the formula below into the formula 
  • Click save & test

Formula

if( In( [account.address1_stateorprovince], 'AL', 'AK', 'AZ', 'AR', 'CA', 'CO', 'CT', 'DE', 'FL','GA','HI','ID','IL','IN','IA','KS','KY','LA','ME','MD','MA','MI','MN','MS','MO','MT','NE','NV','NH','NJ','NM','NY','NC','ND','OH','OK','OR','PA','RI','SC','SD','TN','TX','UT','VT','VA','WA','WV','WI','WY'), 
           'NoOp', 'You have entered an invalid state, please correct.')

Did you know?

North52 helps with Task Management in Dynamics 366

Whatever your process North52 can help with Task management and assignment. Some of the common areas we help streamline processes with business rules are:

  • Purchase Order Requests and Approvals
  • Double Blind Data Entry
  • Data/File Gathering
  • Customer On-boarding
  • Call Center Automation
  • Coordination of Front Office and Service People
  • Inbound Lead Management
  • Application Processing
  • Inventory Management
  • Supplier Vendor Portal
  • Purchasing
  • Invoice Tracking and Approvals

Learn more about the North52 Business Rules Engine