304 posts.
A new knowledge base article has been published on our support portal. Overview In this KB article, we will show how to filter and sort picklists/option sets. In our example we will change the order of an Accounts’ shipping method to be alphabetical whenever a User is in the security role Sales Mana
A new knowledge base article has been published on our support portal. Overview In this business scenario we want to measure the duration of the lunch break on Appointments. We have two custom option set fields, Lunch-break start time and Lunch-break finish time, that are made up of 15 minute time s
A new knowledge base article has been published on our support portal. Overview In this business scenario we want to update the longitude and latitude of an Account whenever there is a change made to the Account’s address. We can do this by using North52’s CallRestAPI function along with the Google
A new knowledge base article has been published on our support portal. Overview North52 BPA can be used for calculating common financial formulas. This example shows you how to create the Present Value of a future amount of money. North52 BPA Solution The North52 BPA solution works like this: A Form
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 we need to update all the addresses of the related grandchildren Contact with the same data. We will not sync the children Ac
A new knowledge base article has been published on our support portal. Overview In this scenario our business requirement is that when an Account’s address is updated you need to update all the related Contact addresses with the same data. However, we also have a validation rule on updating contact
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 of type Library Calculation that segments Contacts into various groups based on their interest in new comics and their age. We will also show h
A new knowledge base article has been published on our support portal. Overview This example shows how a user can execute a formula from inside another formula using a function called ExecuteFormula and a formula type called Library Calculation. This can be useful when a set of steps are used often
A new knowledge base article has been published on our support portal. Overview In this article we will demonstrate how to update Azure Active Directory from a North52 Formula using the Microsoft Graph API. North52 BPA Solution The North52 BPA solution works like this: We create an App Registration
A new knowledge base article has been published on our support portal. Overview In this article we will show how to calculate weighted scores for a collection of records using North52 BPA. We will demonstrate this using Opportunities connected to an Account. When the estimated value or probability o
A new knowledge base article has been published on our support portal. Overview In this scenario we had a set of Interview questions and based on responses to the questions we need to be able to hide and show related questions. This meant that the form was quite dynamic as each selection a user made
A new knowledge base article has been published on our support portal. Overview When a customer purchases a product, that product should be shipped from the nearest supplier or warehouse for efficiency. In this article we show you how you can use a combination of North52 and Bing Maps Distance Matri
A new knowledge base article has been published on our support portal. Overview This example shows how you can calculate and assign discounts for your Quote Products. We will be basing the discount off the Customers payment history for the last 3 months. The percentage of a discount will increase as
A new knowledge base article has been published on our support portal. North52 BPA Solution The North52 BPA solution works like this: A xCache record is created that stores a FetchXML query that finds all the open Opportunities of an Account A formula is created that counts up the result of the Fetc
A new knowledge base article has been published on our support portal. Overview This article shows how xCache records can be used to manage your usernames and passwords. To illustrate this, we will show a formula that creates a SharePoint folder using credentials that are stored in xCache. We will t
A new knowledge base article has been published on our support portal. Scenario Overview In many scenarios you may have a North52 formula that you want to reuse across different workflows and entities. This example we will show you how to create a North52 Process Genie that can be used in multiple w
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a requirement from a customer to open a new Appointment for a Lead from a button on the form. The customer wants the regarding field on the new Appointment form to automatically set the
A new knowledge base article has been published on our support portal. Overview This is the second part of a two part series. Please see here if you have not completed the setup guide yet. Now that the Active Directory Security has been set up on Azure functions, this article will show how to execut
A new knowledge base article has been published on our support portal. Overview This article shows how to securely connect to an Azure Function using Azure Active Directory. Setup – Create Resource Group Navigate to portal.azure.com and login to your Azure instance Click on Resource Group in the bla
A new knowledge base article has been published on our support portal. Overview In this business scenario we have many Accounts across the globe and we wish to flag an Account if it is involved with a country inside the EU. Note: In this example we have created a custom field called Countries which
A new knowledge base article has been published on our support portal. Overview In this business scenario we have an unknown Rogue Process that is setting the Description field to itself in an Account periodically. We are unsure as to what is causing it but we can see it happening. This is having a
A new knowledge base article has been published on our support portal. Overview The business requirement is to create a custom JSON message whenever certain fields change on the Account record. This JSON message then had to be sent to our Azure Event Grid. The custom message needs to contain certain
A new knowledge base article has been published on our support portal. Overview In this business scenario we have a custom entity which stores Application data that a User provides. When a User submits this Application, we want to match the details given in the Application with any existing Contact.
A new knowledge base article has been published on our support portal. Overview This article shows how to securely store a secret in Azure Key Vault and how to retrieve a secret when required. North52 BPA Solution The North52 BPA solution works like this: A formula is created that will trigger whene
