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Scenario Overview

In this scenario we needed to implement a business rule that will calculate the number of days between two dates on the Opportunity entity. The result of this calculation to be place into a field called Days Open on the Opportunity entity.

A schedule will also be created to execute each night which will keep this field continuously updated.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • Use the DateDiff() function 
  • The first parameter defines the startdate, which in this example is a field on the Opportunity entity 
  • The second parameter is the enddate, which uses the UtcDateTime() to return the current date & time
  • The third parameter defines the time interval to return, in this case seconds. This allows us to accurately calculate (2 decimal places) the the number of days between the 2 dates
  • We divide the result by 86400 (seconds in a day) to get out final result
  • This result is then used to update the field ‘new_days‘ field on the Opportunity entity
  • Now we can create a workflow to call this Process Genie
  • The workflow will execute the Process Genie 
  • Finally a North52 Schedule will be used to find all open opportunities & execute the workflow above for each Opportunity record. 

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