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In your business, you may wish for a Quality team to randomly review the work of users.
In this scenario, we are required to present to this Quality team a random portion of all the completed Tasks, PhoneCalls and Appointments that have been created today.
This can be done using a custom entity (called Activity Oversight) and North52 formula.
N52 Formula Manager Solution
The Formula Manager solution works like this:
- A formula of type Process Genie will be created that will will enact the bulk of the workload
- The formula is triggered by a Quick button on a Form
- The formula will query all the activities that have been created and completed today
- It will then create a record in our custom entity Activity Oversight for four randomly selected activities
- It populates each of these Activity Oversights with information from the collection of entities