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Scenario Overview

In your business, you may wish for a Quality team to randomly review the work of users. 

In this scenario, we are required to present to this Quality team a random portion of all the completed TasksPhoneCalls and Appointments that have been created today.

This can be done using a custom entity (called Activity Oversight) and North52 formula. 

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • A formula of type Process Genie will be created that will will enact the bulk of the workload
  • The formula is triggered by a Quick button on a Form
  • The formula will query all the activities that have been created and completed today
  • It will then create a record in our custom entity Activity Oversight for four randomly selected activities
  • It populates each of these Activity Oversights with information from the collection of entities                                                                                             

N52 Create custom Entity Activity Oversight   

  • Go to Settings Customization Customize the System
  • Click on Entities
  • Click on New
  • For Display Name, enter "Activity Oversight"
  • For Plural Name, enter "Activity Oversight"
  • For Name, make sure it is new_activityoversight
  • Click Save
  • Expand the entity and click on Fields
  • Create 2 new fields new_activitytypecode , new_approved 
  • Add them to the form and publish the changes

  

N52 Formula Manager Steps  

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

  • Create a new formula of type Process Genie
  • Set the Mode to 'ServerSide'
  • Set Display Format to 'String'
  • Set the Source Entity to 'Account'
  • Go to the Formula editor
  • Copy and paste the formula below
  • Click Save
  • Copy the Short Code in the top right hand corner for later

Formula

Smartflow(

        SetVar('PhoneCall Collection' ,
              FindRecordsFD('Find all Completed PhoneCalls created today','true')), 
        SetVar('Task Collection' , FindRecordsFD('Find all Completed Tasks created today','true')), 
        SetVar('Appointment Collection' , 
              FindRecordsFD('Find all Completed Appointment created today','true')),   

    SetVar('Master Collection',MergeEntityCollections(GetVar('PhoneCall Collection'),
                                                      GetVar('Task Collection'),
                                                      GetVar('Appointment Collection') )  ),
  
    ForEachRecord(
  
              RandomCollectionOfIntegers(0, FindECCount(GetVar('Master Collection')), 4),
  
                CreateRecord('new_activityoversight', 
                                    SetAttribute('new_name',
                                                FindRecordsValue(GetVar('Master Collection'),
                                               'subject', '?', CurrentRecord('randomnumber') ) ),
                                     SetAttribute('new_actvitytypecode', 
                                                 FindRecordsValue(GetVar('Master Collection'), 
                                                'activitytypecode', '?', CurrentRecord('randomnumber') ) )
                     )
            ) 
  
)

N52 Create a quick button

Please follow the instructions at the link here, using the Shortcode of the formula you made above. 

Wizard - FindRecordsFD

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

Note you will need to create the Fetch Xml beforehand. 

 

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