Sep 28, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal. Overview This article follows on from xRM Formula #264 – Show Entity Images on Form using Quick Tile – Part 1 and shows how we can extend the Formula to show a smaller row of...
Sep 16, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal. Overview It is often useful to be able to show images on an entity form. For this example we are going to demonstrate how you can use North52 Quick Tiles to show a main...
Sep 4, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal. Overview In this scenario we have business rules which update 3 fields on an entity, however a specific field should only be updated when certain conditions are met. We want to simplify the...
Aug 25, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal. Overview In this business scenario, we have three multi-select option set (picklist) fields on the Contact entity: Continent, Country and City. To improve user experience, we...
Aug 13, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal.Overview In this scenario, we want to send a follow up email using a workflow setting the To field using an address we get from the email’s related Account. Out of the box this is...
Aug 3, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal. Scenario Overview This article is an extension of xRM Formula #095. The requirement has been updated so that the Stakeholders of the Opportunity as well as the Sales Team must...
Jul 22, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal.Overview In this business scenario, the customer’s business requirement was that they have a ribbon button that ‘validates’ an account. However the Validation ribbon button should...
Jul 10, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal. Overview Sometimes business processes are more complicated and have significant permutations that are not easily managed with out-of-the-box Business Process Flow (BPF) functionality. In this...
Jun 30, 2020 | Business Rule Example
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...
Jun 18, 2020 | Business Rule Example
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,...
Jun 8, 2020 | Business Rule Example
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...
May 27, 2020 | Business Rule Example
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...
May 15, 2020 | Business Rule Example
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...
May 5, 2020 | Business Rule Example
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...
Apr 23, 2020 | Business Rule Example
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...
Apr 13, 2020 | Business Rule Example
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...
Apr 1, 2020 | Business Rule Example
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...
Mar 20, 2020 | Business Rule Example
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...
Mar 10, 2020 | Business Rule Example
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...
Feb 27, 2020 | Business Rule Example
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...
