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Scenario Overview

In this scenario we want users to be able to quickly seen how many of an Accounts Contacts have their Credit on Hold. 

We will use North52 to set a Label Section of the Accounts form. We will set this label to be a sum of how many Contacts have their Credit on Hold (highlighted below) 

 

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • We create a formula that triggers on the load  event of the Account form
  • The formula counts up all the Contacts whose Credit is on Hold. 
  • The Formula then sets the Contact Information section of the Account form to this number. 


N52 Formula Manager Steps

The following set of steps assumes you are just using the out of the box Dynamics CRM setup. But its easy to enhance if you have extra fields \ requirements.

  • Create a new formula of type 'ClientSide - Perform Action'
  • Set the Mode is set to 'Client Side'
  • Set the Event field to 'Create & Update'
  • Set the Source Entity to 'Account'
  • Set the Source Property to '*** Account Events *** > OnLoad'
  • Copy and paste the formula below into the Formula Editor
  • Click Save
  • You are ready to test.

Formula 

 

Smartflow(

  SetVar('ContactOnHoldAccount',
          FindCount('contact',
                      SetFindAnd('parentcustomerid','creditonhold' ),
                      SetFindAnd([account.accountid],1),
                      'accountid',
                      '0',
                      'true')),

  SetLabelSection('SUMMARY_TAB.CONTACTS INFORMATION',
                   StringFormat('Contacts on Credit Hold {0}', GetVar('ContactOnHoldAccount')))

)

 

Wizard - SetLabelSection()

Please see below the wizard you can use to create the SetLabelSection() function used in this formula.