Scenario Overview

Note : This Article is for pre version 9 of CRM , since then Microsoft has given the Process Stages its own Entity. Note : This Article is for pre version 9 of CRM , since then Microsoft has given the Process Stages its own Entity.

This article is a follow on from xRM Formula #76. However in this instance the business requirement is to make sure there are at least 1 Decision Maker and 1 Champion stakeholder assigned to the Opportunity before it can be progressed to the Develop stage.

North52 Decision Suite Solution

The North52 Decision Suite solution works like this:

• A formula of type Validation is created
• It is configured so that it executes each time the Process Stage field changes on the Opportunity entity
• On execution it runs a FetchXML query that checks the Process Stage is Develop
• It then uses another FetchXML query that checks if there is at least 1 Stakeholder with a role of Decision Maker and 1 Stakeholder with a role of Champion connected to the Opportunity
• If sufficient approved Stakeholders are found it allows the Opportunity Stage to progress to the Develop stage                    

North52 Decision Suite Steps

The following set of steps outline how to create this Formula

• Create a new formula of type Validation, mode Server Side, event: Create & Update
• Set the Source Entity to Opportunity
• Set the Source Property to Process Stage
• Copy and paste the formula below into the N52 Formula 
• Create the 2 FetchXML queries and copy in the code into them
• Click Save
• You are now ready to test

Formula

Iftrue (FindValueFD( 'GetCurrentStageName', 'stagename', '?',true)= 'develop'  and
    
        FindCountFD('CountConnections', 
                  'connectionroleid', 
                  '0',
                  true,
                   SetParams(  FindValue('connectionrole', 
                                'name', 'Decision Maker', 
                                'connectionroleid', '?',true),
                            FindValue('connectionrole',
                                    'name','Champion',
                                    'connectionroleid', '?',true)
                      ) ,
                    true
                ) != 2,                          
        
  'You cannot go to the Develop stage without at least 1 Decision Maker and 1 Champion  stakeholder! being assigned to this Opportunity'
) 

FetchXML : GetCurrentStageName

<fetch count="50" >
  <entity name="processstage" >
    <attribute name="stagename" />
    <filter type="and" >
      <condition attribute="processid" operator="eq" value="@processid@" />
      <condition attribute="processstageid" operator="eq" value="@stageid@" />
    </filter>
  </entity>
</fetch>

FetchXML : CountConnections

<fetch count="50" distinct='true' >
  <entity name="connectionrole" >
    <filter type="or" >
      <condition attribute="connectionroleid" operator="eq" value="{0}" />
      <condition attribute="connectionroleid" operator="eq" value="{1}" />
    </filter>
    <link-entity name="connection" from="record2roleid" to="connectionroleid" >
      <link-entity name="opportunity" from="opportunityid" to="record1id" >
        <filter type="and" >
          <condition attribute="opportunityid" operator="eq" value="@opportunityid@" />
        </filter>
      </link-entity>
    </link-entity>
  </entity>
</fetch>

Note 1 :  The Fetch XML 'CountConnections' uses the distinct keyword to make sure only 1 record of each type is counted. 
This way if 4 Decision Makers and 17 Champions are assigned to the Opportunity then the Fetch XML will still return a value of 2 (At least 1 Champion and 1 Decision Maker was found).

Wizard - FindValueFD

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

Note you will need to create the Fetch Xml GetCurrentStage beforehand.