North52 Blog
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Business Rules Example #206 – Display link to oldest unpaid invoice (Decision Table)
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...
Business Rules Example #205 – Daily update to set Remaining Business Days for Open Opportunities
A new knowledge base article has been published on our support portal.Scenario Overview In this business scenario we need to update open Opportunities on a daily basis to set a Remaining Business Days field. This provides useful information for reporting. The...
Business Rules Example #204 – Display link to oldest unpaid invoice (SmartFlow)
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. N52 Formula Manager Solution...
Business Rules Example #203 – Apply a formula to every selected record in a Sub-Grid
A new knowledge base article has been published on our support portal.Scenario Overview In this example we are going to use a North52 Quick Button to update the quantities on selected write-in Opportunity Products to a default value of 100 units. This will be applied...
Business Rules Example #202 – Campaign ProRata Months
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 dates. These TV ads were represented as...
Business Rules Example #201 – Create Opportunity from Account using Quick Button
A new knowledge base article has been published on our support portal.Scenario Overview In this example, we will set up a Quick Button on the Account entity. On clicking this button, North52 will open up a new Opportunity entity with 3 fields filled out. These...
North52 Release – October 2018 – v567
New Features Move from CRM 2011 enpoint to only use CRM Web API for 8.2+ Allow to filter duplicates when using TimePeriodsFindGroupOverLapPeriods() function Allow Multi-select fields & values to show up under the Source node Added ability for xCacheLoadLocal to add...
Business Rules Example #200 – Hello World using Custom Actions
A new knowledge base article has been published on our support portal.Scenario Overview In this example, we will show how to use North52 BPA in conjunction with a Custom Global Action. The main advantages to this type of solution, Allows us to develop custom logic...
Business Rules Example #199 – Vacation Days part 2
A new knowledge base article has been published on our support portal.Scenario Overview This example shows how to set up a Multi-Sheet Decision Table to calculate the yearly holiday entitlements for employees based on...
Business Rules Example #198 – Vacation Days part 1
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 that calculates the yearly holiday entitlements for employees based on...