View Rule Not Applied To New Records

Vasil Vasilev
Mega Guru

Hello, 

 

I have issues with custom View Rules. What I want to achieve is to apply a custom view for Emergency Changes - both existing records and when creating new records. 

 

First, I tried with one view rule (see the screenshot), but no luck - the rules was applied either always (when Match conditions = Any) or never (when Match conditions = All).

 

I also tried to create two separate view rules: 

-> One with condition: Model is Emergency 

-> Second one with condition : Model is Emergency  & Created is Empty.

 

The result is: works for existing records, does NOT work for new records.

 

Any help is appreciated.

 

Thanks

1 ACCEPTED SOLUTION

Vasil Vasilev
Mega Guru

 At the end, I ended up scripting an advanced view rule for the new records and a standard one with condition: 

"Model is Emergency" for the existing records.

View solution in original post

11 REPLIES 11

Mohit 101
Tera Contributor

Hi @Vasil Vasilev 

View Rules cannot be used to apply a custom view for new records. They are evaluated only after a record exists, so conditions like Created is empty will never work.

 

Mark it helpful if this helps you to understand. Accept solution if this give you the answer you're looking for.

Thank You

Vasil Vasilev
Mega Guru

 At the end, I ended up scripting an advanced view rule for the new records and a standard one with condition: 

"Model is Emergency" for the existing records.