A new knowledge base article has been published on our support portal.
This is a follow on scenario to xRM Formula #25 User Actioned Form Notifications.
Its business scenario was 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.
Now we want to enhance this so that there is a validation rule put in place that stops any user trying to break the above business requirement. This means no new orders should be created for Accounts with 50k+ of outstanding invoices & it must be validated in real-time.
N52 Formula Manager Solution
The Formula Manager solution works like this,
- We create a formula of type ‘Validation’ for the Order entity
- This formula will be executed whenever a new Order is Created
- When a user attempts to create a new Order it find the sum of outstanding invoices for that Account
- Any if it exceeds 50k then it will stop the Order creation & display an error message to the user