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Scenario Overview

In this scenario the business requirement is that when a user opens an Account record we need to check if the Send Marketing materials field has been set to 'Yes' & if so start a dialog process so the user can send out the marketing materials.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • The formula executes in the  OnLoad() event of the form 
  • It checks to see if we should start the dialog process
  • If so it starts the process
  • At the end of the process it resets the Send Marketing field so it won't execute the Dialog the next time the record opens

N52 Formula Manager Steps

  • Create a new formula of type 'ClientSide - Perform Action'
  • Set the Event to 'Update'
  • Set the Source Entity to 'Account'
  • Set the Source Property to 'OnLoad'
  • Copy & paste the formula below into the formula description field & click save
  • Click 'N52 Commands' & then choose 'Publish Formula'
  • You are ready to test

Formula

if([account.donotsendmm] = false, ExecuteDialog('SendMarketing'), 'NoOp')

Wizard - ExecuteDialog

Please see below the wizard you can use to create the ExecuteDialog() function call used in this formula.