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Scenario Overview

In this scenario the customer had the following business requirement: Phone calls should only be scheduled at 9 am, 12 noon, 3 pm and 6 pm and not use the out of the box feature which allows for user defined input.

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • A formula of type 'Save - Perform Action' set up on the Phone Call entity
  • The formula retrieves the date portion of the phone call Due date
  • It then converts it to Local time (in this case GMT +1) resulting in 1 am.
  • Finally it adds the required hours to match the chosen value in the VisitTime Optionset**

** These values would be different depending on your Local time and in a Production environment would be calculated instead of hard coded.

N52 Formula Manager Steps

The following set of steps outline how to create this Formula:

  • Add a new Optionset field to the Phonecall called 'Visit Time'
  • Create a new formula of type 'Save - Perform Action'
  • Set the Source Entity to 'Phonecall'
  • Set the Mode to 'Server Side' and the Event to 'Create & Update'
  • Set the Source Property of the Formula to the newly created 'Visit Time' field
  • Configure the Due field as shown below
  • Copy and paste the formula below into the formula 
  • Click save and test

Formula

AddHours(
      LocalTimeFromUtcTime(GetDateOnly([phonecall.scheduledend])), 
                
    Case([phonecall.new_visittime], 
         When('100000000'), Then ('8'),
         When('100000002'), Then ('11'),
         When('100000001'), Then ('14'),
         When('100000003'), Then ('17'),
        Default('0'))  
)

Visit Time field 


Due Date field

Wizard - LocalTimeFromUtcTime

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

Note for  Input Date , please enter GetDateOnly( [phonecall.scheduledend]) 
 

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