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Scenario Overview

In this scenario the business requirement was to add a button to the Account form that would allow the user to quickly create a PDF document containing the last 10 days of audit history.
For this we use the Quick Button App.

Once the PDF document is created, it will be added to the account record as a note.

Button on the Account Form

PDF Document

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • A formula of type 'ClientSide - Calculation' is created to perform the desired action
  • A North52 Quick Button is placed on the Account form **
  • When the button is clicked the formula will execute
  • The FindRecordsAuditHtml() will created the HTML table of the audit entries
  • The CallRestAPI() function is used to call the PDF generation web service (we use HTMLPDFAPI - get 20 free test credits here

  •  

** Instructions on how to add the button to the form are at this link.


N52 Formula Manager Steps

The following set of steps outline how to create this Formula

  • Create a new formula of type 'ClientSide - Calculation'
  • Set the Source Entity to 'Account'
  • Set the Mode to 'Client Side'
  • Copy and paste the formula below into the formula
  • Click save and test

Formula

CallRestAPI(
                          
           SetRequestBaseURL('https://htmlpdfapi.com/api/v1'),
           SetRequestResource('/pdf'),
           SetRequestDetails('Post'),                            
           SetRequestHeaders('Authentication', 
                             'Token XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX'),
           SetRequestParams('html', 
                            FindRecordsAuditHtml('account', 
                                                [account.accountid], '10')),
           SetRequestAuthenticationNone(),
           SetRequestFiles(),
           SetRequestExpected('OK'),
           SetRequestActionPass(CreateNote('title', 'account', 
                              [account.accountid], 
                             'note',                                                                 
                             StringFormat('Audit History {0}.pdf',[account.name]), 
                             'application/pdf', GetVar('file')) ),
           SetRequestActionFail(Alert('No PDF Created!'))
)

Configuration of the web resource on the lead entity. 

 

Did you know?

North52 has over 500 functions to help you implement advanced business rules and complex decision logic

One of the biggest costs on most Microsoft Dynamics 365/CRM project is custom coding. This is where consultants or developers are invloved in writing 100’s if not thousand’s of lines of code in Javascript and/or C#.

The Formula Manager, part of the North52 Decision Suite is a business rules engine that aims to eliminate this custom coding by using simple formulas instead. It is significantly faster (up to 10 times) than writing custom code and you get the added bonus of lower cost updates if a business rule changes in the future (it is much faster and thus cheaper to change it using a Formula rather than custom code).

There are over 500 functions available in the North52 Decision Suite business rules engine!

Learn more about North52 Business Process Activities