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Scenario Overview

In this scenario the users needed the ability to execute a workflow on an Account record which would generate a comma separated list of Case IDs as a note. See below for an example screenshot.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • A formula of type 'Process Genie' is created so it can execute as a step within a workflow
  • When it reaches the 'Process Genie' step in the workflow it will execute the formula
  • The formula looks up the list of Case IDs associated to the current account
  • It then creates a note record associated to the account with this list

N52 Formula Manager Steps

The following set of steps outline how to create this Formula

  • Create a new formula of type 'Process Genie'
  • Set the Source Entity to 'Account'
  • Copy & paste the formula below into the formula 
  • Click save & test

Workflow Steps

The following set of steps outline how to create this Formula

  • Create a new workflow named 'Generate Case IDs' on the Account entity
  • Set it to run only 'On Demand'
  • Add a new step to the workflow to call the North52 Process Genie
  • Set the formula shortcode to be the one on the formula you just created, in this case 'KqS'
  • Publish the workflow
  • You are now ready to test

 

Formula

CreateNote('Case IDs', 
           'account',
            [account.accountid],
            FindListValues('incident', 'customerid', [account.accountid], 'ticketnumber', '50', true)
                 )

Wizard - FindListValues

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

Note to find the value for Equals Value, you will need to go to the Source tab > Account