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Overview

When you are upgrading from a version prior to 1.0.0.446  you may need to perform additional steps over the standard solution import. This is needed as new features have been added to support more scenarios.

Upgrade Formula Steps

  • Navigate to the list of formulas in your CRM system
  • Find all formulas that use the 'ExecuteAction' function call
  • For each formula use either of the 2 functions SetAttributeAction() or  SetAttributeActionLookup() to replace the existing Action Input Arguments.


Before Example:

ExecuteAction('new_PerformAction', 
              'opportunity',
              [opportunity.opportunityid],
              'maxcount', '10',
              'recordtype', 'account',
              'accountref', [opportunity.accountid]   
             )

After Example:

ExecuteAction('new_PerformAction', 
              'opportunity',
              [opportunity.opportunityid],
              SetAttributeAction('maxcount', 'Integer', '10' ),
              SetAttributeAction('recordtype', 'String', 'account'),
              SetAttributeActionLookup('accountref', 
                                      'EntityReference', 
                                       'account',
                                       [opportunity.accountid])
            )