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Overview

In this business scenario we have many Accounts across the globe and we wish to flag an Account if it is involved with a country inside the EU.

Note: In this example we have created a custom field called Countries which is a multi-select option set and a custom field called At least one country inside EU which is boolean. 

North52 BPA Solution

The North52 BPA solution works like this:

  • A formula is created that will trigger whenever the custom field Countries is changed
  • When triggered, the formula will check the Countries field:
    • If the Countries field has been set to France, Germany, Greece, Ireland, Italy, Poland, Spain, it will set the custom field At Least one Country inside EU to Yes
    • Otherwise it will set the custom field At Least one Country inside EU to No

Setup Decision Table

  • Navigate to Settings > N52 Formula
  • Create a new formula, setting the following values in the Formula Guide:
    • Source Entity set to Account
    • Set Formula Type to Save - Perform Action
    • Select the Decision Table editor
  • Change the Name of the formula to Multi-Select example
  • Expand the Source & Target
    • For Source Property select Countries
      • This is a custom multi-select field 
  • In the Decision Table editor 
    • Select cell A2
      • Go to the Source tab
      • Expand Source and find and select Countries {Value}
    • Select cell A4
      • Go to the Source tab and expand Countries {Value}
      • Select France, Germany, Greece, Ireland, Italy, Poland, Spain
    • Select cell B2
      • Go to the Source tab
      • Find and select At least one country inside EU 
        • This is a two optionset custom field.
    • Select cell B4
      • Go to the Source tab
      • Expand At least one country inside EU and select Yes
    • Select cell B5
      • Select No
  • Click Save

Test

  • Change the Countries to any of the countries listed above - France, Spain etc and click Save. You will see the At least one country inside EU field change to Yes
  • Change Countries to a non EU country and click Save. You will see the At least one country inside EU field change to No