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Scenario Overview

In this example, we need to enforce some validation rules whenever an Account is being updated or created.

Whenever the Account is a Preferred Customer or whenever the Credit Limit is greater than 100,000, we wish to make sure that the Address fields have been completed. 

We can do this easily by making a Decision Table that triggers off both the creation of an Account and whenever an Account's Address fields are changed. 

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • We create a formula of type Validation for the Account entity
  • Each time an Account is created, or selected Address fields are updated, the formula triggers. 
  • Our formula will check to see if the Account is a Preferred Customer or if the Credit Limit is greater than 100,000
  • If it meets one of these conditions, the Decision Table will then make sure the Address fields have data in them
  • A error message will show and display all Address fields that do not contain data.

N52 Formula Manager Steps

  • Create a new formula, setting the following values in the Formula Guide
    • Source Entity set to Account
    • Set Formula Type to Validation
      • Note that choosing this type will change Deployment Settings > Pipeline Stage to Pre-Validation (Synchronous)
    • Select the Decision Table editor
  • Change the Name of the formula to Account Conditional Address Validation
  • Expand the Source & Target section
    • Control-click to multi-select the following fields: Category, Credit Limit, Address 1: Street 1, Address 1: Street 2, Address 1: Street 3, Address 1: City, Address 1: State/Province,  Address 1: ZIP/Postal Code
  • Click Save
  • Select column B 
  • Right-click and select Delete > Delete Column
  • Highlight columns B to
  • Right-click and select Insert > Insert Condition
    • ​​​​​​​This will insert Condition columns for all the selected columns
    • Note if you have a North52 BPA version less than 562 you will need to manually add the columns one by one
  • Select column I, then right-click and select Insert > Insert SetVarConcat Calculation (*-)
  • Replace SetName with ValidationMessage
  • Right-click the sheet Hit Policy > Exit this Decision Table on First Match and uncheck the checkbox
  • Select cell A2
    • Go to the Source tab and and expand Source
    • Find and click Category (Value)
  • Select cell A4 
    • Go back to the Source tab and expand Category (Value)
    • Click on Preferred Customer
  • Select cell B2
    • Go back to the Source tab, find and click Credit Limit
  • In cell B4 and type >100000
  • Select columns A and B
    • Right-click and select Set Condition Column Options > Condition-Or
  • Select cell C2
    • Go to the Source tab and click on Address 1 : Street 1
  • Select cell C4 and then go to the Functions tab
    • Search for doesnot and ctrl+click the DoesNotContainData function
  • Select cell I4 and type 'Required Field: Address1 Street1' including the quotes
  • Repeat this for each address field in columns D, E , F, G and H like the image above
  • Click Save
Our Decision table will now check
  • If Category is set to Preferred Customer OR if the Credit Limit is greater than 100000 
  • If any of Address fields are empty
Whenever these conditions are met, the ValidationMessage is updated with the relevant message and an error message will be shown to the user.
 

Did you know?

North52 Quick Buttons can be used on Dynamics Portals Entity Forms

That's right, you can trigger complex business rules via a button on an Entity Form. You could:

  • Retrieve information from another entity or even another system and return it to the form
  • Create or Update records on the button click
  • Process advanced decision logic from information that has been completed on the form but not submitted
  • Have dynamic buttons showing different options dependent on your business rules
  • And much more!

Learn more about North52 Quick Buttons for Dynamics Portals