304 posts.
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need to validate that the user enters exactly four digits for a credit card field or leaves it blank. The validation needs to execute when the user tabs out of the credit card field (i.e. Cli
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a custom field on the Quote entity called Admin Fee. This field must be populated whenever a Quote is created. The CRM system has a custom entity which stores all the admin fees by Accou
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the requirement is to generate an Auto-Number on the Account entity. The specific requirement is that the first 3 characters of the account name is used as a prefix and that when genera
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need to add a validation rule when a user marks an Opportunity as ‘Close as Won’. The validation rule states that there must be at least one user with the role ‘Sales Professional’ associated
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we need to generate an Outlook appointment (.ics) file as an attachment on an email when ever the ‘Subject’ field of the the email contains the word ‘Doctor’ & the regarding field is se
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need the ability to display a warning message on the Case entity if Active contracts exist for the Customer associated with the Case record. The screenshot below shows an example of what the
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the users needed the ability to execute a workflow on an Account record which would generate an email that would go out to the Primary Contact of the Account. One of the key pieces is that withi
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need to validate that the SSN field on the Contact entity is in the correct format. If it is not in a valid format then we need to display a message to the user and stop the
A new knowledge base article has been published on our support portal. Scenario Overview The business scenario here is that you have an Accountancy firm that generates end of year accounts for its customers. At the end of the financial year for each customer they need to send an email with the end o
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is to remove all PDF email attachments that are over 1MB in size. The end user needed to do this manually from a Command Console. N52 Formula Manager Solution The Formul
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the end user needed the ability on a yearly basis to generate an Invoice from a Contract. We decided to set this up so that a user could run a workflow called ‘Generate Invoice from Con
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is to dynamically set an SSRS report (URL) which has been embedded onto the Account form via a IFrame. We need to pass in the current accounts guid into the URL so the c
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 amounts . These TV ads were represented as Opportunities in the CRM system where yo
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have the need that whenever the description field changes on a Case record we have to update this new description text to a custom field call workscope on the email entity for all related sen
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a fictitious Insurance company that rents out vehicles. The rental agreement between the Insurance company & the customer is represented by a Contract. And the Contract is made up of man
A new knowledge base article has been published on our support portal. Scenario Overview This scenario relates to a banking requirement about having all contact records restricted from normal users by default. However when a customer rings up to make inquires about their account the customer support
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need to provide a daily report of any failed system jobs (i.e. workflows, actions, internal Microsoft jobs) to the system administrator. We decided to use the North52 Scheduler to execute a G
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we needed to provide a way for a user to generate inspection tasks for each product unit being ordered. The requirement was to execute a workflow from an Order and have it look at all t
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we needed to be able to use a Round Robin system for assigning new leads to Salespeople. This is a fairly typically scenario that we have come across & implementing this type of a solut
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the users needed the ability to execute a workflow on an Account record which would generate a comma separated list of Case IDs as a note. See below for an example screenshot. View this article
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we have a situation where support staff are responding to Cases via Email. The requirement is that any emails created in the system that are regarding a Case whose first 3 characters of
A new knowledge base article has been published on our support portal. View this article in full on our support portal
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario when a Task is created in the system we need to find the latest note that is associated with the regarding field & place it into the description field on the Task record. N52 Formula Manager Sol
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is that when a user sets a boolean field ‘Credit Check Contacts’ to true on the Account record it will execute a workflow on each active associated contact record. N52 F
