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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 create a formula of type ClientSide-Calculation on the Account
- The formula will use Fetch-XML to find all the unpaid Invoices on that account in order of oldest due date
- We select the first record found and create a hyperlink for it
- If no records found we just return a message saying No Unpaid Invoices