I don't have a solid understanding of where in the stack and when in the order of processing of "things" within XRM:
- Calculated field on entity
- Business Rule on field (from Field properties view)
- Business Rule on Form (from Form Editor )
- Business Rule from Entity (in Solution Explorer tree view)
- Workflow
- Real-time
- Scope (Organization, Entity)
- Created (Before|After)
- Before is before commit to database
- After is after commit to database
- Record Fields Change
- Deleted (Before|After)
- Background
- Created (Before|After)
- Records Fields Change
- Deleted (Before|After
- Real-time
Are there any resources I can study to help ground my understanding?
What I'm trying to accomplish is setting the value of a field:
A Customer is related to a Case. A Case is related to an Assessment. The field exists on the Assessment and is calculated based on a value on the Customer record.
How would I accomplish this? All fields and BRs are limited to the current entity.
Thanks!