Business Rule Example

304 posts.

25 October 2016Business Rule Example

Business Rules Example #136 – Get Associated First Names of an Account

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we are required to gather a list of all the First Names in an Accounts entity associated Contact. We will save this list into the Description field for simplicity in this example. N52 Formula Ma

13 October 2016Business Rule Example

Business Rules Example #135 – Get next Milestone Date

A new knowledge base article has been published on our support portal. Scenario Overview A business that is managing construction Opportunities has many dates which specify key milestone dates for managing a bid. They have several active bids at one time and each bid could be at different stages. Th

3 October 2016Business Rule Example

Business Rules Example #134 – Quick Button – Remove Shared Access to Account

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, you may require that Account records have their shared access quickly removed when it is needed. This can be done using the RecordUnShareAll function and North52’s Quick Button App. N52 Formula

21 September 2016Business Rule Example

Business Rules Example #133 – Quick Button Share Record with Secure Team

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, you may require that private Account records be shared quickly with a Secure Team when it is needed. This can be done using the RecordShare function and North52’s Quick Button App. N52 Formula

9 September 2016Business Rule Example

Business Rules Example #132 – Auto-create a follow up task X amount of time after completion

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we wish to automatically create follow up tasks whenever a task is completed. We will need to be able to dictate how far into the future the follow up task should be and the follow up task can

30 August 2016Business Rule Example

Business Rules Example #131 – Reload Browser if certain info is entered

A new knowledge base article has been published on our support portal. Scenario Overview In some situations you may need to need to quickly save and reload a form whenever a certain field that has been filled in by a user, even before that user finishes filling out all the other fields. North52 allo

18 August 2016Business Rule Example

Business Rules Example #130 – Restoring a field after accidental Bulk Edits.

A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may need to restore information that has been changed. In this scenario, we are required to revert the phone numbers of all Account entities back to their values from 7 days ago. This can b

8 August 2016Business Rule Example

Business Rules Example #129 – Internal Process Auditing – Random Sampling

A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may wish for a Quality team to randomly review the work of users. In this scenario, we are required to present to this Quality team a random portion of all the completed Tasks, PhoneCalls a

27 July 2016Business Rule Example

Business Rules Example #128 – Auto-Save form if certain info is entered

A new knowledge base article has been published on our support portal. Scenario Overview In some situations you may need to need to quickly save a field that has been filled in by a user even before that user finishes filling out all the other fields. North52 allows you to saved the details as soon

15 July 2016Business Rule Example

Business Rules Example #127 – Combine Address fields to a single field

A new knowledge base article has been published on our support portal. Scenario Overview In some situations you may need to combine all the address information you have on a Contact into one field – perhaps to allow for easy printing of a label. For this business scenario the requirement is to autom

5 July 2016Business Rule Example

Business Rules Example #126 – Calculate Sales Tax with an Action

A new knowledge base article has been published on our support portal. Scenario Overview In some situations you may need a CRM Action to return parameter and to implement the parameter values into a formula. Below is an example of how this can be be implemented. We have a variable SaleTaxRate define

23 June 2016Business Rule Example

Business Rules Example #125 – Calculate Date and Time for a specific time zone

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the requirement is for the Opportunity form to have a field translating the Est. Close Date field into the Pacific time equivalent. It is required to do this automatically upon creating

13 June 2016Business Rule Example

Business Rules Example #124 – Generate a random number for the Case entity using AutoNumber

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the customer wants a record type to have a Case ID that populates on the creation of the record. They want the Case ID to be: Random 7 digits In integer form Be a unique number N52

1 June 2016Business Rule Example

Business Rules Example #123 – Add Task to Queue when field meets criteria

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the requirement is for Tasks to be assigned to a Queue called “Urgent” whenever the Subject line contains the word “Urgent”. View this article in full on our support portal

20 May 2016Business Rule Example

Business Rules Example #122 – Automatically Change Business Process Flow Stage based on User Input

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the requirement is for the Business Process Flow to automatically move to different stages depending on the value of a field (Est. Revenue). It is required to do this automatically upon

10 May 2016Business Rule Example

Business Rules Example #121 – Invoice Product Summary

A new knowledge base article has been published on our support portal. Scenario Overview In some situations you may have Invoices where there are multiple Invoice Product line items which are for the same Product but may have different attributes. For this business scenario the requirement is to aut

28 April 2016Business Rule Example

Business Rules Example #120 – Execute an Action with parameters within a formula

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need to execute a Action process which has input parameters as part of a formula. To demonstrate this we will update the custom field Weekly Message in the Account entity based on data entere

18 April 2016Business Rule Example

Business Rules Example #119 – Synchronize Primary Contact Name to Description field

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario every time the Primary Contact is changed on an Account, we wish for that Primary Contact’s name to be saved to the Account’s Description field. The function FindValueQuickName provides an easy

6 April 2016Business Rule Example

Business Rules Example #118 – Manipulating data before it commits to the database

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we require a max character limit of 25 characters for the Account fields Street 1, Street 2 and Street 3. Any characters over this limit will be truncated. We want this rule to be applied to dat

25 March 2016Business Rule Example

Business Rules Example #117 – Build CSV list of Product Names on Opportunity

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we are required to make a simple CSV list of all Product Line items associated with an Opportunitywhenever the Topic field is changed or whenever a Quick Button is clicked. We will save this lis

15 March 2016Business Rule Example

Business Rules Example #116 – Calculate Percentage of Estimate on Opportunity

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need to compare the difference between the estimated revenue of an Opportunity vs the actual revenue generated from an opportunity. A potential error here can arise if one or more of the valu

3 March 2016Business Rule Example

Business Rules Example #115 – Managing address changes using the UpdateCreateRecord function

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we are updating our Contacts address information. We have a custom entity called Address Change that will be filled with this information via incoming sources (e.g. a portal form ). We will use

22 February 2016Business Rule Example

Business Rules Example #114 – Transfer Note attachments to a SharePoint folder with Quick Button

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we will copy the attachments from the notes on an account to that accounts SharePoint folder. We will then delete the attachments on the notes to free up space on CRM. We are using Dynamics 365

10 February 2016Business Rule Example

Business Rules Example #113 – Add Lead to Marketing List via Workflow

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, the business requirement was to be able to add a Lead to a specific Marketing List as part of a workflow. N52 Formula Manager Solution The Formula Manager solution works like this, We create a