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Scenario Overview

In this scenario we have a custom field on the Quote entity called Admin Fee. This field must be populated whenever a Quote is created. The CRM system has a custom entity which stores all the admin fees by Account, Category and Parent Account.

We need to write a formula which will populate the Admin Fee field on the Quote during creation. If no Admin Fee is found then we need to set a default of zero.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • A formula of type ‘Save to Current Record’ is created so that when the Quote is created the formula executes
  • The formula executes a fetch-xml query that returns the correct fee 
  • The formula passes in 3 dynamic parameters to the fetch-xml at runtime

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