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Scenario Overview

In this scenario we will demonstrate how to make a System User auto-follow an Opportunity when they are added to the Sales Team.

North52 Decision Suite Solution

The North52 Decision Suite solution works like this,

  • A Formula of type 'Save - Perform Action' is created on the Connection entity
  • The triggering event is the 'Create'
  • When a new connection is created the N52 Formula will check if the connected entities are an Opportunity and a System user
  • If yes then the Formula will then create a PostFollow record connecting the System User and the Opportunity

*Note: During testing sometimes the Record1 was the Opportunity and Record2 was the SystemUser,  sometimes it was the other way around. Therefore we created the formula to work regardless of which entity was assigned to 
                      

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 'Connection'
  • Set the Event to 'Create'
  • Copy and paste the formula below into the formula
  • Click save and test

After Formula executes

 

Note:  if you are testing this on your own user account - make sure to refresh the Opportunity after the save in order to confirm that you are now following the opportunity.

Formula 

If([connection.record2objecttypecodename] =  'Opportunity' and 
    [connection.record1objecttypecodename] =  'Systemuser',

  CreateRecord('postfollow', 
             SetAttributeLookup('regardingobjectid', 'opportunity', [connection.record2id]),
             SetAttributeLookup('owninguser', 'systemuser', [connection.record1id])),
  
  
  If([connection.record2objecttypecodename] =  'Systemuser' and 
      [connection.record1objecttypecodename] =  'Opportunity',

         CreateRecord('postfollow', 
             SetAttributeLookup('regardingobjectid', 'opportunity', [connection.record1id]),
             SetAttributeLookup('owninguser', 'systemuser', [connection.record2id])),

  'NoOp')
)

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

Keywords: CreateRecord, SetAttribute, SetAttributeLookup, Formula Manager