In this scenario the business requirement is to prevent notes being changed or updated on a Case after it has been closed. New notes can be added, but old notes cannot be updated.
N52 Formula Manager Solution
The Formula Manager solution works like this,
- A Formula of type 'Validation' is created on the Note entity
- Event is set to 'Update' (formula will only trigger on updates, not on newly created notes)
- Source Property is set to 'All Properties'
Note: You can find the Case Status Reason Codes via the Source Tab. Expand Related (N:1) for Incident and select Attributes and then Status Reason. In this example we will prevent changes to the notes if the Case is marked as either Cancelled, Problem Solved or Information Provided.
N52 Formula Manager Steps
The following set of steps outline how to create this Formula
- Create a formula of type 'Validation' on the Notes entity
- Set the Source Properties as 'All Properties'
- Copy and paste the formula below into the formula canvas
- Save and test!
If([annotation.objecttypecode] = 'incident' and In([annotation.objectid.statuscode.?], 6, 1000, 5), ThrowError('This Case is closed - you must reopen it before attempting to update any notes!'), 'NoOp' )
Wizard - ThrowError
Please see below the wizard you can use to create the ThrowError() function call used in this formula.
Note you will need to either type or paste in the following.
This Case is closed - you must reopen it before attempting to update any notes!
Did you know?
North52 helps with Task Management in Dynamics 366
Whatever your process North52 can help with Task management and assignment. Some of the common areas we help streamline processes with business rules are:
- Purchase Order Requests and Approvals
- Double Blind Data Entry
- Data/File Gathering
- Customer On-boarding
- Call Center Automation
- Coordination of Front Office and Service People
- Inbound Lead Management
- Application Processing
- Inventory Management
- Supplier Vendor Portal
- Invoice Tracking and Approvals