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Scenario Overview


In this business scenario the requirement is to disable a Quick button on the Lead Entity unless certain criteria are met. 

To allow use of the Quick Button labelled Promote, the Budget must be above €5000.

Any Budget lower than that and the option to click this button should be disabled. 

  
 

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • A simple client-side Decision Table is set up which checks the Budget Amount field
  • If it is less than 5000 then the Action to disable the Quick Button is invoked



                                                                                        
 

N52 Formula Manager Steps

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

  • Create a new formula of type 'Clientside - Perform Action'
  • Set the Source Entity to 'Lead'
  • Set the Mode to 'Client Side'
  • Set the Source Property to 'Budget Amount'
  • Click Save
  • Go to the Decision Table editor
  • Click on cell A2
  • Go to the Source tab and search for "budget"
  • Expand Source
  • Click on Budget Amount
  • Click on cell A4
  • Type <5000
  • Click on cell B4
  • Click on the Function tab
  • Search for "quick"
  • Shift+Click on QuickButtonDisable to open the function wizard:
    • For Friendly Name enter Disable Promote Button
    • For Webresource Name, enter WebResource_promote (copy the name specified on your form)
  • Click Save
  • It is now ready to test.