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Scenario Overview

In this business scenario the requirement is for Tasks to be assigned to a Queue called "Urgent" whenever the Subject line contains the word "Urgent".

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • Whenever the a Task is created or the Subject updated the formula will check to see if the Subject contains the word 'urgent'
  • If it does contact 'Urgent' then the AddToQueue function is called and adds the Task to the specified Queue.

Note : A Queue called Urgent will need to have been created for this sample to work. 

N52 Formula Manager Steps

The following set of steps outline how to create this Formula:

  • Create a new formula of type Save- Perform Action
  • Set the Mode to Server Side 
  • Set the Source Entity to Task
  • Set the Source Property to Subject
  • Click Save
  • Go to the Formula editor
  • Copy and paste the formula below
  • Click Save
  • It is now ready to test

Formula

If ( Contains( [task.subject], 'Urgent') , 
  
  AddToQueue( [task.activityid], 
            'task', 
            FindValueQuickId('queue','Urgent')
          ),
  
  'NoOp')

 

Wizard - FindValueQuickId

Please see below the wizard you can use to create the FindValueQuickId() function call used in this formula. 

Note you will need to type in Urgent