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Scenario Overview

In this scenario we have the need that whenever the description field changes on a Case record we have to update this new description text to a custom field call workscope on the email entity for all related sent emails. The tricky part here is that we need to re-open the email so we can set the workscope field.

This sample demonstrates how to execute multiple statements within a ForEachRecord() function call. 

North52 Decision Suite Solution

The North52 Decision Suite solution works like this,

  • A formula is created which executes on the Update of the Description field on the Case entity
  • The formula first finds all related emails which have been marked as sent 
  • Then for each email it performs 3 actions 
  • Action 1: Set the email back to draft
  • Action 2: Update the workscope field with the description field from the Case
  • Action 3: Set the email back to it original status of sent.


North52 Decision Suite Steps

  • Create a new formula of type 'Save - Perform Action'
  • Set the Event to 'Update'
  • Set the Source Entity to 'Case'
  • Set the Source Property to 'Description'
  • Copy & paste the formula below into the formula description field & click save
  • You are now ready to test

Formula

ForEachRecord(

     FindRecords('email', 
                 SetFindAnd('regardingobjectid', 'statuscode'),
                 SetFindAnd([incident.incidentid], '3') , 'activityid'), 

     UpdateRecord('email',
                 CurrentRecord('activityid'),
                  SetAttributeStatus(0,1)),

      UpdateRecord('email',
                   CurrentRecord('activityid'),
                   SetAttribute('new_workscope', [incident.description] )),

      UpdateRecord('email',
                  CurrentRecord('activityid'),
                  SetAttributeStatus(1,3))
) 

 

Did you know?

North52 Quick Tiles can be displayed on Dynamics Portals Entity Forms

That's right, you can display information via North52 Quick Tiles on an Entity Form. Display things like:

  • Number of cases remaining
  • Current support repsonse time
  • Remaining credits
  • Outstand balance
  • And much more...

Configure your rules/decision logic using North52 Decision Tables. You can have one, two, three…or ten tiles - you choose! 

Learn more about North52 Quick Tiles for Portals