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Scenario Overview

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 TasksPhoneCalls 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                                                                                             

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