With over 500 functions at your disposal, we'll cover most of your business requirements. Get in touch with our support if a function doesn't meet your needs and in most cases we can adapt or create a new one to meet your requirements!
Clones a record and optionally can clone all 1:N & N:N records. e.g. 1 Shows how to clone the current account entity along with all its related 1:M contacts and opportunities
Creates a note within the system if the supplied record guid exists. Can also use this function to add attachments such as Word docs, PDFs, etc. click the link below for samples.
Creates a record within the system. You enter the name of the entity and values for all the properties you want to set. The function will return the guid of the created record.
Calculate the difference in time between 2 dates for a specified interval. Inputs: -From Date -To Date -Interval ('y'- Years, 'q'- Quarters, 'm'- Months,
Calculate the elapsed description difference in time between 2 dates for a specified interval. Inputs: -From Date -To Date -Interval ('y'- Years, 'm'- Mon
Deletes a record if the supplied guid exists otherwise it does nothing so returns a NoOp. Delete the account record with the guid '30dd379c-ee2f-11db-8314-0800200c9a55'
Returns the number of working days between two dates. Uses a Monday - Friday work week by default and the records defined in the business close calendar within CRM.
Finds a comma seperated list of values on an entity based on 1 input field. Note that the recordcount parameter is optional (default is 50). Find a list of account names that have
Returns the maximum value of the 'outputfieldname' for the records specified by the input parameters. e.g Returns the value of the max estimatedvalue of all opportunities for a customer.
Generate an EntityCollection of the Audit Trail for a particular record. First example finds all audit records for last 7 days for a particular account. Second example finds the last edit record oper
Finds a collection of records as defined by the fetchxml defined within a formula detail record. Find a list of contacts with a parent company filtering by the city field of the current con
Finds a value in any field on any entity based on 1 or more search criteria. Note that the defaultvalue parameter is optional. Find on the account entity the description property where the
Returns the value of the 'fieldname' for the first row in the set of records specified by the fetch-xml. e.g Returns the estimated revenue for the supplied fetchxml.
Returns the localized string name for the attribute defined by 'entitylogicalname.attributelogicalname' based on the langauge settings for the current user.
Returns the exchange rate between 2 curriences. The Open Exchange Rates APP ID is stored on the North52 Configurtion object. You will need to generate your Open Exchange Rate details
Returns the next working day given a date to start from. Uses a Monday - Friday work week by default and the records defined in the business close calendar within CRM.
Returns the next working time given a date to start from and a number of minutes to increment by. Uses a Monday - Friday work week by default and the records defined in the business close ca
Returns the localized string name for the optionset defined by 'entitylogicalname.attributelogicalname' and optionsetvalue based on the langauge settings for the current user. You can also pass in la
Returns the localized optionset value for the optionset value defined by 'entitylogicalname.attributelogicalname' and optionsetname based on the langauge settings for the current user. You can also p
Returns the elapsed week number for the specified date. The week number will be as defined as a simple division of 7 over the number of days since Jan 01.
Returns the position in 'string' where the first instance on 'stringtofind' was located starting at a position of 'startindex' in the 'string paremeter.
Returns true if the passed date is a working day. Uses a Monday - Friday work week by default and the records defined in the business close calendar within CRM.
Performs a loop which takes two parameters one being an action and the other being a condition which must evulate to true or false. If true the loop will exit
Returns the prior value of a field. Allows for comparsion of previous values such as only execute a validation rule if a picklists prior value was 'Pending' and it is now going to 'Closed'
Returns a random integer between the supplied min and max values. If you are using this function inside a loop use the third parameter which is as an extra seed value used in the .NET framework.
When using the CreateRecord or UpdateRecord functions this function allows you to set most field types except for the other specfic SetAttribute helper functions.
Sets the target property of a formula when it is of type lookup. Set a lookup with just the guid when the target property datatype is a lookup and not a Regarding field.
Allows you to set SharePoint Metadata when creating SharePoint files. Only used as the last parameter of the SharePointCreateFile() function. See that function for an example.
It returns one of three values: -1, 0 or 1. It returns -1 when the numeric value is negative; it returns 0 if the numeric value is zero; and it returns 1 if the numeric value is positive.
If the supplied record guid exists then the system will update the record else it will create it. You enter the name of the entity and then the record guid that you want to update. If a Cre
Updates a record within the system. You enter the name of the entity and then the record guid that you want to update. And after this a list of all the attributes you want to set.
Updates a record within the system if the record exists. You enter the name of the entity and then the record guid that you want to update. If the record guid is null or empty nothing will