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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 knowledge base article


N52 Formula Manager Solution

The formula manager solution works like this:

  • 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

View this article in full on our support portal