Scenario Overview 

In this scenario, we want to use some of North52s functionality with a custom JavaScript we have.

Using the North52 formula ExecuteCustomJSFunction , we can call upon any Custom JavaScript functions that have been loaded to the Form. 

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • A formula of type Clientside - Perform Action' is created on the Account entity
  • This Formula will be triggered whenever an Account is loaded using the default Account Form. 
  • The formula will execute the custom JavaScript function. 
    • This Function will show a Form Notification. 
    • It will also use Findvalue to grab the Accounts associated Contact description Field and show it in the Form Notificaiton.

Custom JavaScript steps

Note 1 : If you already have your own custom JavaScript, you may wish to skip this step. 

For this example , we will create a simple custom JavaScript that will set a Form Notification whenever the default Account form is loaded. 

  • Open up the CRM solution you are working in.
  • Under Components , click New > Web Resource.
  • Under Name , enter "LoadJSonAccountForm"
  • Under Display Name , enter "LoadJSonAccountForm"
  • Under Type, select Script(JScript)
  • A Text Editor button should appear, click on it.
  • Copy and paste the JavaScript Functions below.
  • Click Ok.
  • Click Save and Publish.

JavaScript Functions. 

if (MyNamespace === undefined) {
    var MyNamespace = {};

 MyNamespace.onLoadShowDescription = function(parm_one){

Xrm.Page.ui.setFormNotification("The Description field from the primary contact :  " +
 parm_one ,"INFORMATION","3");


Add JavaScript to Form 

  • Open up the Account Form editor
  • Under Home , click on Form Properties
  • Under Event List > Form Libraries, click Add
  • Use Search to find your JavaScript. 
  • Click Add
  • Click Ok , save and Publish. 

N52 Formula Manager Steps

  • Create a new formula of type Clientside  - Perform Action'
  • Set the Mode to 'Client Side'
  • Set Event to 'Create & Update'
  • Set Source Entity as 'Account'
  • Set Source Property to ***Account Events ***  >  'OnLoad'
  • Click into the Formula Editor canvas
  • Copy and paste the formula below into the Formula Editor
  • Click Save


                                   'Not Found')

Did you know?

North52 helps with Task Management in Dynamics 366

Whatever your process North52 can help with Task management and assignment. Some of the common areas we help streamline processes with business rules are:

  • Purchase Order Requests and Approvals
  • Double Blind Data Entry
  • Data/File Gathering
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  • Call Center Automation
  • Coordination of Front Office and Service People
  • Inbound Lead Management
  • Application Processing
  • Inventory Management
  • Supplier Vendor Portal
  • Purchasing
  • Invoice Tracking and Approvals

Learn more about the North52 Business Rules Engine