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Scenario Overview

In this scenario when a Task is created in the system we need to find the latest note that is associated with the regarding field & place it into the description field on the Task record.

North52 Decision Suite Solution

The North52 Decision Suite solution works like this,

  • A formula is created which executes on the create of a Task
  • The formula first checks to see if the regarding field has been set
  • If so it retrieves the fetch-xml & executes it to get a recordset 
  • We then retrieve from the first row of the recordset the notetext field
  • This field is then placed into the description field of the Task

North52 Decision Suite Steps

  • Create a new formula of type 'Save - To Current Record'
  • Set the Event to 'Create'
  • Set the Source Entity to 'Task'
  • Set the Target Property to 'Description'
  • Copy & paste the formula below into the formula description field & click save
  • Next scroll down to the formula detail grid & add a new record
  • Give it the name 'RetrieveLatestNote'
  • Copy & paste the fetch-xml below into the query field & click save
  • You are now ready to test

 

Formula

if( ContainsData([task.regardingobjectid]) , 

   FindRecordsValue( FindRecordsFetchXml( StringFormat(GetfetchXml('RetrieveLatestNote'),                  
                   [task.regardingobjectid]) ),
                   'notetext', 
                   ''),
   'NoOp')

Fetch-XML

<fetch version="1.0" output-format="xml-platform" count="1" mapping="logical" distinct="false">
  <entity name="annotation">
    <attribute name="notetext" />
    <order attribute="modifiedon" descending="true" />
    <filter type="and">
      <condition attribute="objectid" operator="eq" value="{0}" />
    </filter>
  </entity>
</fetch>

Did you know?

North52 helps Government (federal and state) departments with complex rules in their Dynamics 365 systems

Public sector organizations frequently deal with large user bases and complex rules and routings. The North52 Decision Suite helps government orgnizations with Dynamics 365 manage processes like:

  • Case Management - task checklists, routing, prioritization and approval
  • Eligibility checks for applications/enrollment
  • Licensing administration

Learn more about the North52 Decision Suite