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Scenario Overview

In this scenario the business requirement is to remove all PDF email attachments that are over 1MB in size. The end user needed to do this manually from a Command Console.

North52 Decision Suite Solution

The North52 Decision Suite solution works like this,

  • We create a formula of type 'Command Console'
  • The formula retrieves the first 10 email attachments to be deleted
  • It then deletes the attachment

North52 Decision Suite Steps

The following set of steps will set this formula up for you,

  • Create a new formula of type 'Command Console'
  • Copy & paste the formula below into the formula description field
  • Click save

Formula

DeleteRecordsFD('RemoveEmailAttachments')

The following set of steps will create the formula detail named 'RemoveEmailAttachments' for you,

  • Using the subgrid in the bottom right hand corner create a new formula detail record.
  • Set the name field to 'RemoveEmailAttachments'
  • Set the fetch-xml to the query below
  • Click Save

Fetch-Xml

<fetch version="1.0" output-format="xml-platform" count="10" mapping="logical" distinct="false">
  <entity name="activitymimeattachment">
    <attribute name="activitymimeattachmentid" />
    <attribute name="filename" />
    <attribute name="filesize" />
    <attribute name="mimetype" />
    <filter type="and">
      <condition attribute="mimetype" operator="eq" value="application/pdf" />
      <condition attribute="filesize" operator="gt" value="1024000" />
    </filter>
  </entity>
</fetch>

Now when you want to execute the command just click the lighting bolt on the North52 formula editor ribbon. This will pop-up a dialog box which you can execute the command.

Did you know?

North52 Quick Buttons can be used on Dynamics Portals Entity Forms

That's right, you can trigger complex business rules via a button on an Entity Form. You could:

  • Retrieve information from another entity or even another system and return it to the form
  • Create or Update records on the button click
  • Process advanced decision logic from information that has been completed on the form but not submitted
  • Have dynamic buttons showing different options dependent on your business rules
  • And much more!

Learn more about North52 Quick Buttons for Dynamics Portals

Keywords: DeleteRecord, DeleteRecordsFD, Formula Manager