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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 Decision Suite

The North52 Decision Suite 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

Did you know?

North52's Decision Suite can help enhance Dynamics Business Process Flows

Sometimes business processes are more complicated and have significant permutations that are not easily managed with the out-of-the-box Business Process Flow (BPF) functionality. With North52 Decision Tables you can create rule dependent task checklists for each BPF stage and not allow users to progress until your rule criteria has been met. 

Learn how we do it in this knowledge base article

Keywords: Decision Table, Formula Manager