Views:

Scenario Overview

In this scenario we need the ability to display a warning message on the Case entity if Active contracts exist for the Customer associated with  the Case record.

The screenshot below shows an example of what the end-user would see if there were active contracts for the Customer 'Adventure Works (sample)'.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • We create a formula that executes on the client-side when ever the Customer field on the Case entity changes and when the form first loads
  • We use the FindCount() function to check if any active contracts exist 
  • And if so we display a warning message to the user as a Form notification
  • Otherwise we show nothing

N52 Formula Manager Steps

  • Create a new formula of type 'ClientSide - Perform Action'
  • Set the Source Entity to 'Case'
  • Set the Mode to 'Client-Side'
  • Set the Source Property to 'Customer' on the desired forms & also select 'OnLoad'. (Use Ctrl key to multi-select)
  • Copy & paste the formula below into the formula description field
  • Click save
  • On the Command Bar click 'N52 Commands - Publish Formula'
  • You are ready to test

Formula

if( FindCount('contract', SetFindAnd('customerid', 'statecode') , 
                        SetFindAnd([incident.customerid], 2) , 'contractid', '0') > 0 , 
           
           SetFormNotification('Active contracts exists for this customer', 'WARNING', 'msg'), 
            
           ClearFormNotification('msg')  
) 

Wizard - SetFormNotification

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