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

Scenario Overview

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

View this article in full on our support portal