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Scenario Overview

In this business scenario we want to abandon a process if the Budget Amount is less than 100,000. 

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • Each time an Opportunity's Budget Amount is changed, a formula will trigger
  • The formula will check to see if the Budget Amount is less than 100,000
  • If it is, the formula will set the Opportunity's Process Status to Abandoned



N52 Formula Manager Steps

  • Create a new formula, setting the following values in the Formula Guide
    • Source Entity set to Opportunity
    • Set Formula Type to Save - Perform Action
    • Select the Classic editor
  • Change the Name of the formula to Abandon low budget Opportunities
  • Expand the Source & Target section
  • Set the Source Property to Budget Amount
  • Copy and paste the following formula into the formula editor:
    Iftrue([opportunity.budgetamount] < 100000, 
      
      UpdateRecord('opportunitysalesprocess',
                        FindValue('opportunitysalesprocess',
                                   'opportunityid',
                                   [opportunity.opportunityid],
                                   'businessprocessflowinstanceid',
                                   '?',
                                   'true'),
                   SetAttributeStatus( 1,  3)))
  • Click Save

Wizard - FindRecords

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

Note: For the Equals Value, you will need to go to the Source tab and click on the Opportunity field