North52 Blog
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Business Rules Example #269 – Automatically open entity form in a dialog using the NavigateToEntityRecord function
A new knowledge base article has been published on our support portal. Overview In this scenario we want to visually confirm a Contact's data when it has been added as a Primary Contact to an Account by automatically opening the Contact record in a dialog form. We can...
Business Rules Example #268 – Multi-Level Cloning
A new knowledge base article has been published on our support portal. Overview A regular requirement we come across is where a record needs to be cloned (copied) as well as its child and grandchild records. In this article we show how to add a button...
Business Rules Example #267 – Confirm submission for approval using Dialog
A new knowledge base article has been published on our support portal.Overview In this KB article, we want to users to be able to submit an Opportunity for approval. As some users may not have permission to change the status of Opportunities, we have...
Business Rules Example #266 – Complex Dynamics 365 Case Prioritization Rules
A new knowledge base article has been published on our support portal. Overview In this scenario the requirement is to assign Dynamics 365 case priorities dynamically on the creation of the case which are being brought in from an external system. The case...
Business Rules Example #265 – Show Entity Images on Form using Quick Tile – Part 2
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 secondary images....
Business Rules Example #264 – Show Entity Images on Form using Quick Tile – Part 1
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 'mugshot' image...
North52 Release – September 2020 – v605
New Features Added extra performance related information to the trace logs New Functions NavigateToEntityRecord(), QualifyLead() Bugs Fixed issue when clearing a lookup field on the client-side Fixed issue when loading Quick Tiles, Quick Button &...
Business Rules Example #263 – Dynamic Generation of UpdateRecord Attributes
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...
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...