Scenario Overview

In this scenario we need users creating/updating an Opportunity to fill out different Forms depending on the size of the Opportunity's estimated revenue.

North52 Decision Suite Solution

The North52 Decision Suite solution works like this,

• A formula of type 'ClientSide - Perform Action' is created that triggers whenever the 'Estimated Revenue' field is populated or changed on any of the 3 Opportunity forms.
  • The 3 Forms are the default Opportunity form, the Large Opportunity Form and the Small Opportunity form. 
• The formula checks the value entered into the 'Estimate Revenue' field against its condition statements.
• The formula saves the information entered so far into the Form and loads up the new Opportunity Form that is required. 

Note: For these steps, it is presumed you have created the 2 custom Forms needed and called them Large Opportunity and Small Opportunity 

North52 Decision Suite Steps

Setup

• Create a new formula of type 'ClientSide - Perform Action'
• Set Event to 'Create and Update'
• Set Source Entity to 'Opportunity'
• Source Property: Ctrl+Click OnLoad , OnSave and Est Revenue under the section ***Small Opportunity Events*** 
• Scroll down to *** Large Opportunity Events *** and Ctrl+Click OnLoad  , OnSave and Est Revenue
• Continue scrolling down to *** Opportunity Events ***  and Ctrl+Click OnLoad , OnSave and Est Revenue
• If not already in Decision Table mode, click on the Commands dropdown and select Toggle Editor 
• Right click on cell A2 and select Insert > Insert Condition
• Click cell A2 and go to the Function tab
• Search for "Contain"
• Shift click Contain to open up its wizard
• For Friendly Name , type "Field Change"
• For Input String, go to the Function tab and search for GetSourceChangeList and click on it
•  For String to Find, go to the Source tab and expand Source.
• Search for "Est. Revenue" and Ctrl + Click it. 
  • You should now have the value 'estimatedvalue' in String To Find 
• Click Generate
• In cell A4 , type True
• Select cell B2 under the second Condition column and click on the Source tab 
• Click on "Est. Revenue" again
• In cell B5 enter >1000000
• Right-click on cell C2 and select Set Action Column Options > Set ClientSide Action
• Right-click on cell C2 again and select Insert Action 
• Right-click on cell D2 and select Set Action Column Options > Set ClientSide Action
• Click on cell C4 and click on the Function tab
• Search for 'FormSave' and select FormSave()
• Click on cell D5 and click on the Function tab
• Search for 'Select' and shift-click on SelectFormByName to open its wizard:
  • Friendly Name: enter Change form to Large Opportunity
  • Form Name: enter Large Opportunity
  • Click Generate

• Click on cell D6 and shift-click on SelectFormByName to open its wizard:
  • Friendly Name: enter Change form to Small Opportunity
  • Form Name: enter Small Opportunity
  • Click Generate
• Click Save
• Go to the N52 COMMANDS menu and select Publish Formula