Please provide your ideas for future Business Process Activities product enhancements. The most voted for ideas will become priority items to be implemented into a future product release.


  • 0

    Error when the Revenue is System Calculated and using the formula to calculate Weighted Estimated Value

    Suggested by Completed  0 Comments

    Error when the Revenue is System Calculated and using the formula to calculate Weighted Estimated Value

  • 0

    Add a NotANumber function

    Suggested by Rejected  0 Comments

    Because CRM does not provide a way to format numbers. we sometimes have to display them in a character entity. For example, if you want to store a year value, in a numeric field it will be displayed like this: 2,013 So we have to store it in a character field instead and add some validation. A simple NotANumber function would be a very useful way to validate these fields. I may have missed the ability to do this - the conversion functions don't seem to help - maybe it could be done with regex, but I can't work out how.

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    Source Property dropdwon should list entities alphabetically by entity display name

    Suggested by Completed  0 Comments

    List of entities against Source Property field does not list entities alphabetically. When you have a long list of entities, it can be difficult to find the entity you want.

  • 0

    Exporting Formula Enahancements

    Suggested by Rejected  0 Comments

    I like to keep each formula in it's own zip file. When I select multiple formulas I would like to be able to have the option to save each formula in it's own file. Now I have to save each one, one at a time.

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    Provide the ability to execute a workflow from a server side formula

    Suggested by Completed  0 Comments

    Provide the ability to execute a workflow from a server side formula

  • 0

    Set partylist fields with the CreateRecord() function

    Suggested by Completed  0 Comments

    Set partylist fields with the CreateRecord() function

  • 0

    Make web resources read-only

    Suggested by Completed  0 Comments

    If you use a north52_html_calculated_field to hold a calculated value it appears on the form as an editable field. This can be confusing for users as they think that they can update the value in the field. Would it be possible to add a parameter to set the field to be display only?

  • 0

    Improve error handling abilities

    Suggested by Completed  0 Comments

    Create checks such as isblank() or iserror() so that I can dictate what happens when an error occurs. Example of the problem I run in to: I have a "Save to Parent" formula that counts the child records of two different types. I then have a "Save to Record" formula that subtracts two fields on the parent record. If the "Save to Parent" formulas haven't run yet then I have blank fields, and since these formulas occur on different entities I can't use the execution level to control which runs first.

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    When i am trying to save any formula getting the below error: Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sd

    Suggested by Completed  0 Comments

    Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: A Formula Description must be specified.Detail: -2147220891 OperationStatus 0 A Formula Description must be specified. 2012-12-27T10:21:24.0042519Z [North52.FormulaManager: North52.FormulaManager.Plugins.FormulaN52.PreCreate] [51ea6e1f-3fa8-e111-9c81-00155df5b00d: North52.FormulaManager.Plugins.FormulaN52.PreCreate: Create of north52_formula]

  • 0

    Clone multiple selected formulas with one click from the Active formula view

    Suggested by Completed  0 Comments

    When viewing the list of formulas, you have the ability to select multiple formulas. When you click the Clone Formula button it only clones 1 of the formulas that is selected. If there are several formulas that you want to have cloned, you have to select each one and click clone formula over and over. It would be nice to select several formulas you want cloned, click the clone fomula button once, and have clones of each formula selected generated.