Business Rules Example #193 – XML examples
A new knowledge base article has been published on our support portal. Overview A selection of examples for when using North52’s XML functions. View this article in full on our support portal
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Worked business rule examples, release notes, and writing on what it takes to govern decision logic on the Microsoft platform.
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Business Rules Example #192 – JSON examples
A new knowledge base article has been published on our support portal. Overview A selection of examples for when using North52’s JSON functions. View this article in full on our support portal
Business Rules Example #191 – Send email attachments to Sharepoint via Schedule.
A new knowledge base article has been published on our support portal. StatusValidation Sheet Status Reason / [email.statuscode] {Sent} ServerSide ExitAllDecisionTables() DocumentLocation Sheet GetSiteId FindValue(‘sharepointsite’, ‘isdefault’ , ‘1’, ‘sharepointsiteid’, ‘?’, true) GetSiteUrl FindVal
North52 Release – July 2018 – v561
New Features NA New Functions NA Bugs Fixed depoyment issue with schedules for post processing v1.0.0.560 (29-June-2018) New Features Add SetVarConcat to Decion Table Context Menu New Functions ToClientSide() Bugs Fixed save formula issue with System (Active) error message Fixed issue with PriorValu
Business Rules Example #190 – Automatically move sent emails attachments to Sharepoint.
A new knowledge base article has been published on our support portal. StatusValidation Sheet Status Reason / [email.statuscode] {Sent} ServerSide ExitAllDecisionTables() DocumentLocation Sheet GetSiteId FindValue(‘sharepointsite’, ‘isdefault’ , ‘1’, ‘sharepointsiteid’, ‘?’, true) GetSiteUrl FindVal
Business Rules Example #189 – Display Contacts on Credit Hold on Forms Label
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we want users to be able to quickly seen how many of an Accounts Contacts have their Credit on Hold. We will use North52 to set a Label Section of the Accounts form. We will set this label
North52 Release – May 2018 – v557
New Features Added support for the Revise event on Quotes & Quote Details Added support for the CreateProducts event on Salesorderdetails Added support for calling formulas from the Dynamics 365 Portal Enhanced logging support when client-side formulas give the URL exceeded error message New Functio
Business Rules Example #188 – Create Order Details from Price List using Decision Tables
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is create an order detail for each product of an order. When an order is created you need to loop over all the items in the associated price list & create an order detai
Business Rules Example #187 – Sync Account Address with all Contacts using Decision tables
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 you need to update all the related contact addresses with the same data. The scenario involves the synchronization of fields
Business Rules Example #186 – Address Cleaner
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we want to ensure the quality of all Contact Addresses. We want to run a check on the addresses in the Contact entity to make sure they do not use the special characters ” , ; ,
Business Rules Example #185 – TimeRangeGetRelation Examples
A new knowledge base article has been published on our support portal. Scenario Below we have listed examples of the TimeRangeGetRelation() function to help you understand how to use it. Each example has their result in comments. Formula Smartflow( TimeRangeGetRelation(CreateDate(‘2018′,’1′,’10’), C
Business Rules Example #184 – GetWeek Examples
A new knowledge base article has been published on our support portal. Scenario Below we have listed examples of the GetWeek() function to help you understand how to use it Each example has their result in comments. Formula Smartflow ( SetVar(‘DateToCheck’,CreateDate(2017, 1, 1)) ToString(GetWeek(Ge
Business Rules Example #183 – Examples of Time Range
A new knowledge base article has been published on our support portal. Scenario Below we have listed examples of Time Ranges to help you understand how to use them / use their syntax. Each example has their result beneath them in comments. Functions used in Example TimeRangeGetIntersection() TimeRan
Business Rules Example #182 – Check for Free Time Periods
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we need to be able to check for an Accounts free time periods when needed. We will use the Appointments associated with this Account to measure its free time. N52 Formula Manager Solution The F
Business Rules Example #181 – Assign Ownership of Opportunity depending on Size
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we want to assign Ownership of an Opportunity depending of the amount of revenue that has been estimated. We will create a formula that assigns an Opportunity to our Big Opportunity Sales Team
Business Rules Example #180 – Add Sales Managers when Opp is Large
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we want our all Users with the Sales Manager role to be brought in automatically to important Opportunities. We will create a formula that adds our Sales Manager into the Team for any Opportuni
North52 Release – February 2018 – v546
New Features Enhanced validation around inserting columns to Decision Table Enhanced Clone function to take start & end number of records for 1:N relationships Enhanced SharePointCreateDocumentLocation function to create top level records Enhanced SharePoint functions to give better error message wh
Business Rules Example #179 – calling Custom JavaScript Functions
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we want to use some of North52s functionality with a custom JavaScript we have. Using the North52 formula ExecuteCustomJSFunction , we can call upon any Custom JavaScript functions that have be
Business Rules Example #178 – Add / Remove User to Team
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we want our Sale Manager to be brought in automatically to important Opportunities. We will create a formula that adds our Sales Manager into the Team for any Opportunity that has an Est Revenu
Business Rules Example #177 – Hide or Show Section using Quick Button
A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may wish to show/hide certain parts of a form on command. In this scenario, we are required to hide the Company Profile and the Marketing field whenever a Quick Button is pushed. Note: you
Business Rules Example #176 – Add / Remove User to Access Team
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we want our Sale Manager to be brought in automatically to important Opportunities. We will create a formula that adds our Sales Manager into the Access team for any Opportunity that has an Est
Business Rules Example #175 – Create Contact using Parent Account details
A new knowledge base article has been published on our support portal. Scenario Overview In this Scenari , our users need the ability to quickly create a Contact that is associated with an Account. They want for shared fields to be copied from the Account to the new Contact. We shall accomplish this
North52 Release – December 2017 – v540
New Features Decision Tables support for direct updates to related entities Decision Tables support for SetEntityTargetRecord() function Decision Tables support for native looping Added support so that the function SetRequestedExpected() can take a CSV list of possible values New Functions AddUsersT
Business Rules Example #174 – CPQ – Custom Pricing – Training Courses
A new knowledge base article has been published on our support portal. Scenario Overview The following is a discount pricing example for a Configure Price Quote (CPQ) Scenario. A different discount applies for each band: Band 1 – Purchase 0-10 items 0% Band 2 – Purchase 11-50 items 22.5% Band 3 – Pu