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.
North52 Decision Suite Solution
The North52 Decision Suite 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.
North52 Decision Suite 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's Data Packager helps move Portal configuration data between instances
North52 Data Packager can be used to easily manage the transport of portal data from one instance to another. Specifically for Dynamics/PowerApps Portals, we provide templates that let you quickly move all portal entity data with ease. You can move whole sites or only the records you specify, either manually or via FetchXML queries.
And, because we use the Solution framework for the export and import of Data Packager data, you can easily version each data package. This is especially useful if you need to build up a new dev/test portal to a specific version – just apply and execute the Data Packages you need.