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Scenario Overview

In this scenario we were asked to demonstrate how to carry out different actions depending on which field has changed on an Account record.

To do this we will use the PriorValue() function and the Case() Statement.

In this example we will update the description box of the account recording changes to the Streets in Address 1.       

Note that to use the PriorValue function, the formula must be executed as Pre-Operation

North52 Decision Suite Solution

The North52 Decision Suite solution works like this,

  • A formula of type 'Save - To Current Record' is created on the Account entity
  • The Source Property is set to 'Address 1: Street 1, Address 1: Street 2, Address 1: Street 3'
  • The Target Property is set to 'Description'
  • Scroll down to Deployment Settings , expand it and set Pipeline Stage to 'Pre-Operation (Synchronous)' 

North52 Decision Suite Steps

The following set of steps outline how to create this Formula

  • Create a new formula of type 'Save - To Current Record'
  • Set the Source Entity to 'Account'
  • Set the Mode to 'Server Side'
  • Copy and paste the formula below into the formula
  • Click save and test

Formula

Case( true, 

  When(PriorValue('[account.address1_line1]') !=  [account.address1_line1]), 
  Then ('The field address1_line1 has been modified'),

  When(PriorValue('[account.address1_line2]') !=  [account.address1_line2]), 
  Then ('The field address1_line2 has been modified'),
   
  When(PriorValue('[account.address1_line3]') !=  [account.address1_line3]), 
  Then ('The field address1_line3 has been modified'),

  Default('NoOp')

)

 

Did you know?

North52 helps Insurance Providers manage complex rules in their Dynamics 365 systems

The North52 Decision Suite helps insurance professionals manage the thousands of rules that form insurance approval, rate and commission calculations. Our easy to use, point and click interface allows for quick updating of rules by knowledgeable insurance analysts without programming experience. We assist in processes such as:

  • Task checklists
  • Quote calculations
  • Product configuration
  • Pricing
  • Commissions
  • Claims handling

Learn more about the North52 Decision Suite