2018

37 posts published in 2018.

28 December 2018Business Rule Example

Business Rules Example #207 – Decision Table Rollups – Total Open Opportunities via Fetch-Xml (FindSumFD)

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario you have a requirement to set and continually update a custom field on the Account entity called ‘Total Open Opportunities’. This field is the sum of the estimated revenue field from al

18 December 2018Business Rule Example

Business Rules Example #206 – Display link to oldest unpaid invoice (Decision Table)

A new knowledge base article has been published on our support portal. Scenario Overview The customer’s requirement in this article was to have a clickable link that would show the oldest unpaid Invoice on that Account. This article can also be acheived using the SmartFlow function – see this knowle

6 December 2018Business Rule Example

Business Rules Example #205 – Daily update to set Remaining Business Days for Open Opportunities

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we need to update open Opportunities on a daily basis to set a Remaining Business Days field. This provides useful information for reporting. The solution is achieved by a formula combi

26 November 2018Business Rule Example

Business Rules Example #204 – Display link to oldest unpaid invoice (SmartFlow)

A new knowledge base article has been published on our support portal. Scenario Overview The customer’s requirement in this article was to have a clickable link that would show the oldest unpaid Invoice on that Account. N52 Formula Manager Solution The formula manager solution works like this: We cr

14 November 2018Business Rule Example

Business Rules Example #203 – Apply a formula to every selected record in a Sub-Grid

A new knowledge base article has been published on our support portal. Scenario Overview In this example we are going to use a North52 Quick Button to update the quantities on selected write-in Opportunity Products to a default value of 100 units. This will be applied by simply selecting the line it

2 November 2018Business Rule Example

Business Rules Example #202 – Campaign ProRata Months

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have an Advertising company selling TV ads for a period of time with the need to calculate monthly pro-rata dates. These TV ads were represented as Opportunities in the CRM system where you h

23 October 2018Business Rule Example

Business Rules Example #201 – Create Opportunity from Account using Quick Button

A new knowledge base article has been published on our support portal. Scenario Overview In this example, we will set up a Quick Button on the Account entity. On clicking this button, North52 will open up a new Opportunity entity with 3 fields filled out. These fields will be Description – We will s

18 October 2018Release Notes

North52 Release – October 2018 – v567

New Features Move from CRM 2011 enpoint to only use CRM Web API for 8.2+ Allow to filter duplicates when using TimePeriodsFindGroupOverLapPeriods() function Allow Multi-select fields & values to show up under the Source node Added ability for xCacheLoadLocal to add new fields if exist not Each time

11 October 2018Business Rule Example

Business Rules Example #200 – Hello World using Custom Actions

A new knowledge base article has been published on our support portal. Scenario Overview In this example, we will show how to use North52 BPA in conjunction with a Custom Global Action. The main advantages to this type of solution, Allows us to develop custom logic that is not tied to any entity in

1 October 2018Business Rule Example

Business Rules Example #199 – Vacation Days part 2

A new knowledge base article has been published on our support portal. Scenario Overview This example shows how to set up a Multi-Sheet Decision Table to calculate the yearly holiday entitlements for employees based on their age and length of service. This has previously been solved here using a sin

19 September 2018Business Rule Example

Business Rules Example #198 – Vacation Days part 1

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we will demonstrate how to set up a Decision Table that calculates the yearly holiday entitlements for employees based on their age and length of service. For this article it is assumed that you

7 September 2018Business Rule Example

Business Rules Example #197 – Farming Cattle Sales Advice using Decision Tables

A new knowledge base article has been published on our support portal. Scenario Overview In this example we are using the ‘Urgent Breeder Selling Program’ advice on the CattleFacts.com.au website. This sample was built based on their documentation and revolves around showing how complex business req

28 August 2018Business Rule Example

Business Rules Example #196 – Create a Quote from an Invoice

A new knowledge base article has been published on our support portal. Scenario Some businesses have a requirement to create Quotes from previous Invoices. Doing this can be time consuming, especially if the invoice has many product items – copying recreating these can be a task in itself. With Nort

16 August 2018Business Rule Example

Business Rule Example #195 – CallRESTApi Examples

A new knowledge base article has been published on our support portal. Overview A selection of examples for when using North52’s CallRESTApi function. View this article in full on our support portal

6 August 2018Business Rule Example

Business Rule Example #194 – Regex Examples

A new knowledge base article has been published on our support portal. Overview A selection of examples for when using North52’s Regex functions. View this article in full on our support portal

25 July 2018Business Rule Example

Business Rules Example #193 – XML examples

A new knowledge base article has been published on our support portal. Overview A selection of examples for when using North52’s XML functions. View this article in full on our support portal

13 July 2018Business Rule Example

Business Rules Example #192 – JSON examples

A new knowledge base article has been published on our support portal. Overview A selection of examples for when using North52’s JSON functions. View this article in full on our support portal

3 July 2018Business Rule Example

Business Rules Example #191 – Send email attachments to Sharepoint via Schedule.

A new knowledge base article has been published on our support portal. StatusValidation Sheet Status Reason / [email.statuscode] {Sent} ServerSide ExitAllDecisionTables() DocumentLocation Sheet GetSiteId FindValue(‘sharepointsite’, ‘isdefault’ , ‘1’, ‘sharepointsiteid’, ‘?’, true) GetSiteUrl FindVal

3 July 2018Release Notes

North52 Release – July 2018 – v561

New Features NA New Functions NA Bugs Fixed depoyment issue with schedules for post processing v1.0.0.560 (29-June-2018) New Features Add SetVarConcat to Decion Table Context Menu New Functions ToClientSide() Bugs Fixed save formula issue with System (Active) error message Fixed issue with PriorValu

21 June 2018Business Rule Example

Business Rules Example #190 – Automatically move sent emails attachments to Sharepoint.

11 June 2018Business Rule Example

Business Rules Example #189 – Display Contacts on Credit Hold on Forms Label

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we want users to be able to quickly seen how many of an Accounts Contacts have their Credit on Hold. We will use North52 to set a Label Section of the Accounts form. We will set this label

31 May 2018Release Notes

North52 Release – May 2018 – v557

New Features Added support for the Revise event on Quotes & Quote Details Added support for the CreateProducts event on Salesorderdetails Added support for calling formulas from the Dynamics 365 Portal Enhanced logging support when client-side formulas give the URL exceeded error message New Functio

30 May 2018Business Rule Example

Business Rules Example #188 – Create Order Details from Price List using Decision Tables

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is create an order detail for each product of an order. When an order is created you need to loop over all the items in the associated price list & create an order detai

18 May 2018Business Rule Example

Business Rules Example #187 – Sync Account Address with all Contacts using Decision tables

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when an accounts address is updated you need to update all the related contact addresses with the same data. The scenario involves the synchronization of fields

8 May 2018Business Rule Example

Business Rules Example #186 – Address Cleaner

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we want to ensure the quality of all Contact Addresses. We want to run a check on the addresses in the Contact entity to make sure they do not use the special characters ” , ; ,

26 April 2018Business Rule Example

Business Rules Example #185 – TimeRangeGetRelation Examples

A new knowledge base article has been published on our support portal. Scenario Below we have listed examples of the TimeRangeGetRelation() function to help you understand how to use it. Each example has their result in comments. Formula Smartflow( TimeRangeGetRelation(CreateDate(‘2018′,’1′,’10’), C

16 April 2018Business Rule Example

Business Rules Example #184 – GetWeek Examples

A new knowledge base article has been published on our support portal. Scenario Below we have listed examples of the GetWeek() function to help you understand how to use it Each example has their result in comments. Formula Smartflow ( SetVar(‘DateToCheck’,CreateDate(2017, 1, 1)) ToString(GetWeek(Ge

4 April 2018Business Rule Example

Business Rules Example #183 – Examples of Time Range

A new knowledge base article has been published on our support portal. Scenario Below we have listed examples of Time Ranges to help you understand how to use them / use their syntax. Each example has their result beneath them in comments. Functions used in Example TimeRangeGetIntersection() TimeRan

23 March 2018Business Rule Example

Business Rules Example #182 – Check for Free Time Periods

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we need to be able to check for an Accounts free time periods when needed. We will use the Appointments associated with this Account to measure its free time. N52 Formula Manager Solution The F

13 March 2018Business Rule Example

Business Rules Example #181 – Assign Ownership of Opportunity depending on Size

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we want to assign Ownership of an Opportunity depending of the amount of revenue that has been estimated. We will create a formula that assigns an Opportunity to our Big Opportunity Sales Team

1 March 2018Business Rule Example

Business Rules Example #180 – Add Sales Managers when Opp is Large

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we want our all Users with the Sales Manager role to be brought in automatically to important Opportunities. We will create a formula that adds our Sales Manager into the Team for any Opportuni

28 February 2018Release Notes

North52 Release – February 2018 – v546

New Features Enhanced validation around inserting columns to Decision Table Enhanced Clone function to take start & end number of records for 1:N relationships Enhanced SharePointCreateDocumentLocation function to create top level records Enhanced SharePoint functions to give better error message wh

19 February 2018Business Rule Example

Business Rules Example #179 – calling Custom JavaScript Functions

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we want to use some of North52s functionality with a custom JavaScript we have. Using the North52 formula ExecuteCustomJSFunction , we can call upon any Custom JavaScript functions that have be

7 February 2018Business Rule Example

Business Rules Example #178 – Add / Remove User to Team

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we want our Sale Manager to be brought in automatically to important Opportunities. We will create a formula that adds our Sales Manager into the Team for any Opportunity that has an Est Revenu

26 January 2018Business Rule Example

Business Rules Example #177 – Hide or Show Section using Quick Button

A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may wish to show/hide certain parts of a form on command. In this scenario, we are required to hide the Company Profile and the Marketing field whenever a Quick Button is pushed. Note: you

16 January 2018Business Rule Example

Business Rules Example #176 – Add / Remove User to Access Team

4 January 2018Business Rule Example

Business Rules Example #175 – Create Contact using Parent Account details

A new knowledge base article has been published on our support portal. Scenario Overview In this Scenari , our users need the ability to quickly create a Contact that is associated with an Account. They want for shared fields to be copied from the Account to the new Contact. We shall accomplish this