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Scenario Overview

In this scenario the HR department had a requirement to know the Age of a contact within the CRM system.  

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • A calculated field (custom html webresource) is added to the Contact form named 'Age'
  • This calculated field executes a formula
  • The formula calculates the Age

                                                                                       

N52 Formula Manager Steps

 

  • Create a new formula of type 'Calculated Field'
  • Set the Source Entity to 'Contact'
  • Set the Display Format to 'String'
  • Copy & paste the formula below into the formula description field & click save
  • Click 'N52 Commands' & then choose 'Publish Formula'

Add Calculated Field to Form

  • Open the Contact form in design mode
  • Add the HTML WebResource to the form named 'north52_html_calculated_field_shortcodes_2013'
  • Set the remainder of the fields as shown below
  • Note the 'Custom Parameter' will need to be the shortcode on your formula
  • On the formatting tab ensure it is set to 1 row, & no border

Formula

if(ContainsData([contact.birthdate]), DateDiffDescription([contact.birthdate], UtcDate(), 'd'), 'NoOp')

Wizard - DateDiff

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

Note: You will need to go to the Function tab for UtcDate() 
 

Did you know?

North52's Data Packager helps move configuration data between instances

North52 Data Packager is an add-on for North52 Business Process Activities which enables you to easily move data from one instance to another.  Users simply select the records they would like to package up and North52 Data Packager adds the data to a data package sheet, ready for export. Moving the records to another instance requires the package solution to be imported and ‘unpacked’ on the target instance.

North52 Data Packager is ideal for:

  • Moving Dynamics configuration records
  • Copying Dynamics Portal records
  • Distributing demonstration data

Learn more about the North52 Data Packager