Using Business Rule For Data Import Validation

Recently, I saw one question in a CRM forum where the user was interested in using Business Rules to implement data validation for Data Import. So can we do that? The answer is yes, of course we can do that, the business provides support to run your logic on the server side. If you don’t know about this, check our earlier article first, but from the end-user perspective, it will not be helpful.

Let’s see this in action using a quick business rule on Contact entity. Suppose we have a couple of fields which are required and we want to cancel data import if those sets of fields are missing an import file. Let’s say we want to enforce the user to supply contact’s email and phone number:

So let’s setup quick business rules for contact entity to show the error message if contact’s email or phone number is null.