Views:

Scenario Overview

In this business scenario we need to generate an Outlook appointment (.ics) file as an attachment on an email when ever the 'Subject' field of the the email contains the word 'Doctor' & the regarding field is set to a record of type 'new_doctorvisit'.

The screenshot below shows the generated DoctorVisit.ics file attachment.

North52 Decision Suite Solution

The North52 Decision Suite solution works like this,

  • A formula of type 'Save - Perform Action' is created & set to execute whenever an Email is created 
  • When an email gets created the formula first checks the subject line to see if it contains the word 'Doctor'
  • Next it checks to see if there is a regarding value set & that it is of type 'new_doctorvisit'
  • If all these are true then it will generate the ICS file
  • And finally it will attach it to the Email              

North52 Decision Suite Steps

The following set of steps outline how to create this Formula

  • Create a new formula of type 'Save - Perform Action'
  • Set the Source Entity to Email
  • Set the Event to 'Create'
  • Copy & paste the formula below into the formula 
  • Click save & test

Formula

if( Contains([email.subject], 'Doctor')  and ContainsData([email.regardingobjectid]) and [email.regardingobjectidtype] = 'new_doctorvisit',  

          CreateNote('Doctor Visit',
                              'email',
                              [email.activityid],
                              'Doctor Visit',
                              'DoctorVisit.ics', 
                              'text/calendar',
                               Base64Encode(
                                      'BEGIN:VCALENDAR' + '\r\n' +
                                      'VERSION:2.0' + '\r\n' +
                                      'CALSCALE:GREGORIAN' + '\r\n' +
                                      'BEGIN:VEVENT' + '\r\n' +
                                      'DTSTART:' + ToString(FindValue('new_doctorvisit', 
                                                                      'new_doctorvisitid', 
                                                                      [email.regardingobjectid] ,
                                                                      'starttime', 
                                                                        '', 
                                                                        true),
                                                            'O' )  + '\r\n' +
                                      'DTEND:' + ToString(FindValue('new_doctorvisit', 
                                                                    'new_doctorvisitid',
                                                                    [email.regardingobjectid] , 
                                                                   'endtime', 
                                                                    '',
                                                                    true),
                                                           'O' )  + '\r\n' +
                                      'SUMMARY;ENCODING=QUOTED-PRINTABLE:' + 
                                       [email.subject]  + '\r\n' +
                                      'DESCRIPTION;ENCODING=QUOTED-PRINTABLE:' + 
                                       Left(StripHtml([email.description]), 200)  + '\r\n' +
                                      'LOCATION;ENCODING=QUOTED-PRINTABLE:New York (Office)' + '\r\n' +
                                      'UID:' + [email.activityid]  + '\r\n' +
                                      'PRIORITY:3' + '\r\n' +
                                      'END:VEVENT' + '\r\n' +
                                      'END:VCALENDAR'
                              )
                   ) ,

'NoOp' )

 

Did you know?

You can create customized tiles to highlight KPIs or Next Best Actions to end users

North52's Decision Suite has functionality that we call Quick Tiles that allows you to present Key Performance Indicators, Next Best Actions, or any other information to users in a tile format on a form. 

The tiles are easily configured using Decision Tables allowing complex decision logic to drive the information displayed to users. Tiles are clickable enabling users to take action from the tiles.

Learn more about Quick Tiles