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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

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