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Scenario Overview 

In this scenario, we want our Sale Manager to be brought in automatically to important Opportunities

We will create a formula that adds our Sales Manager into the Access team for any Opportunity that has an Est Revenue greater than 1 euro. 

This formula will also remove our Sales Manager from this Team access if the Est. Revenue goes below 1 million 1 euro. 

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • A formula of type 'Save - Perform Action' is created on the Opportunity entity
  • This Formula will be triggered whenever an Opportunity is created or the Est. Revenue field is updated
  • The formula will add the User John Grace to the Team Access for the Opportunity record if the Estimated Revenue is greater than 1 million euros
  • It will also remove user John Grace if the Est Revenue goes below 1 million euros

N52 Formula Manager Steps

  • Create a new formula of type 'Save - Perform Action'
  • Set the Mode to 'Server Side'
  • Set Event to 'Create & Update'
  • Set Source Entity as 'Opportunity '
  • Set Source Property to 'Est. Revenue'
  • Click into the Formula Editor canvas
  • Copy and paste the formula below into the Formula Editor
  • Click Save


Formula

 If ([opportunity.estimatedvalue] > 1000000, 
   
   AddUsersToAccessTeam('opportunity',[opportunity.opportunityid],
   					FindValueQuickId('systemuser','John Grace'), 
                      'Opportunity Sales Team Template'), 
   
   RemoveUsersFromAccessTeam('opportunity',[opportunity.opportunityid],
   					FindValueQuickId('systemuser','John Grace'), 
                      'Opportunity Sales Team Template')
   )

Test 


To test if this Access Team has been added, we will add a SubGrid to view this team on the Opportunity. Below is a screenshot of the SubGrids setup.