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Business Rules Example #261 – Filter multi-select option sets based on another multi-select option set
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...
Business Rules Example #260 – Set To field to the Accounts Email Address 3
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 not...
Business Rules Example #259 – Send Email to Sales Team Members and Stakeholders when Opportunity is Closed
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...
Business Rules Example #258 – Dynamically enable or disable a ribbon button when a subgrid refreshes
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 only be shown if...
Business Rules Example #257 – Task Checklists for Business Process Flows
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...
Business Rules Example #256 – Order a Option set/Picklist depending on a User’s role
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...
North52 Release – June 2020 – v603
New Features Added support to supply your own Tracking Token string for SendEmail() function Enhanced error messages for client side exceptions Allow sort order to be configured on the function SharePointFindDocumentsByFetchXml() Allow Scheduler to filter out...
Business Rules Example #255 – Calculate time duration between values specified in option sets
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,...
Business Rules Example #254 – Find longitude and latitude using Google Geocoding API
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...
Business Rules Example #253 – Financial Calculation – Present Value
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...