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. 
 

Did you know?

You can create advanced rules for model driven app navigation (ribbon) buttons

North52's Decision Suite has functionality that we call Quick Ribbon that allows you associate a North52 Formula with a Ribbon button for model driven apps. 

You can execute advanced business logic using the North52 business rules engine for Dynamics 365. Scenarios include:

  • Click button to clone a record
  • Click button to execute a Formula for multiple records in a grid
  • Use Formula logic to enable/disable or show/hide a button

Learn more about Quick Ribbon