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A new knowledge base article has been published on our support portal.

Scenario Overview

In this business scenario you have a requirement that whenever a user opens an Account record or a user changes the category of a customer that you check the value of outstanding Invoices for that customer. And if the value is more than 50k then display a form level notification to the user stating not to create any more Orders for  this customer.

This is a sensitive requirement for the customer & so the query to find the sum of outstanding Invoices needs to be run in real-time, which is the default for North52 formulas..

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • We create a formula of type ‘ClientSide – Perform Action’ for the Account entity
  • This formula will be executed for the OnLoad event of the form & for the OnChange event of the Category field.
  • The formula itself will run a query against the Invoice entity to Sum all the oustanding Invoices for the current customer.
  • If the value exceeds 50k then a Form Level Notification will be shown to the end user.

View this article in full on our support portal