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 Revenuefield 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


  • 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 Bunder the second Condition column and click on the Source tab 
  • Click on "Est. Revenue" again
  • In cell B5 enter >1000000
  • Right-click on cell Cand select Set Action Column Options > Set ClientSide Action
  • Right-click on cell C2 again and select Insert Action 
  • Right-click on cell Dand select Set Action Column Options > Set ClientSide Action
  • Click on cell Cand 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



Did you know?

North52's Decision Suite can help enhance Dynamics Business Process Flows

Sometimes business processes are more complicated and have significant permutations that are not easily managed with the out-of-the-box Business Process Flow (BPF) functionality. With North52 Decision Tables you can create rule dependent task checklists for each BPF stage and not allow users to progress until your rule criteria has been met. 

Learn how we do it in this knowledge base article