Scenario Overview

In this business scenario the company determines which Team you are in based on the Business Unit you are in.

Whenever a User is moved to a new Business Unit, they have to be added to their Team automatically. 

North52 Decision Suite Solution

The North52 Decision Suite solution works like this:

• A formula of type Save - Perform Action is created on the User entity
• When the Business Unit changes, the formula is triggered
• The formula removes the User from all current Teams except for their Business Unit
• It will then add the User to a Team depending on what Business Unit they are now in

North52 Decision Suite Steps

The following set of steps outline how to create this formula:We will use two Decision Table sheets to keep things clear

Note: you will need to create four Business Units - BU Eastside, BU Westside, BU Northside, BU Southside - as well as their corresponding Teams- Eastside Team Westside Team, Northside Team, Southside Team

• Create a new formula, setting the following values in the Formula Guide:
  • Source Entity set to User
  • Set Formula Type to Save - Perform Action
  • Select the Decision Table editor
• Change the Name of the formula to Update Remaining Business Days using Custom Calendar
• Click Save
• Make sure the Mode is set to Server Side
• Make sure the Event is set to Create & Update
• Expand the Source & Target section
• For Source Property, select Business Unit
• Expand Deployment Settings
• Set Pipeline Stage to Post-Operation (Asynchronous)

Decision Table Setup 

We will set up two Decision Table sheets:

• Right-click on the Decision Table and select Insert > Insert Decision Table
• Rename the first sheet to RemoveTeams
  • Double click its name at the bottom of the sheet to rename
• Select the second sheet and rename it to AddUsertoTeams

Decision Table Sheet: RemoveTeams

• Right-click cell A2 and select Delete > Delete Column as we don't have any Conditions for this sheet
• Right-click cell A2 again and select Insert > Insert Inline Calculation
  • Leave the Set Name as it is
• Select cell A2
  • Go to the Functions tab and search for GetUserTeams
  • Shift click the function GetUserTeams to open up its wizard
    • For Friendly Name, type List of Teams
    • For Input String go to Source tab, expand Source and click on User
    • Click Generate
• Select cell B2
  • Type Remove Users from All Teams
• Select cell B4
  • Copy and paste the following formula:

    DoLoop(CountOccurrences(GetVar('List of Teams'), ',')+1,
    iftrue( Split(GetVar('List of Teams'), ',', DoLoopIndex()) != [systemuser.businessunitidname] , 
      RemoveUsersFromTeam(Split(GetVar('List of Teams'), ',', DoLoopIndex()) , [systemuser.systemuserid]) )
      )

Decision Table Sheet: AddUsertoTeams

• Select cell A2
• Go to Source and search for Business Unit
• Expand Source and click on Business Unit (Name)
• In cell A4, type 'BU Eastside'
• In cell A5, type 'BU Southside'
• In cell A6  type 'BU Westside'
• In cell A7, type 'BU Northside'
  • Note that you will need to have created the four Business Units and their corresponding Teams for this to work 
• In cell B2, type Add User to Team
• Select cell B4 and go to the Function tab
  • Search for and select AddUserstoTeam
    • You should now see AddUsersToTeam('teamname', 'users') in cell B4
  • Replace 'teamname' with 'Eastside Team'
  • Delete 'users' and click on  Source tab > Source > Users
    • It should now look like AddUsersToTeam('Eastside Team', [systemuser.systemuserid])
• Repeat cell B4s step for cell B5, B6 and B7, swapping out the Team with its corresponding Business Unit like in the screen capture below
• Click Save when done

Testing

• Open up a User record and change its Business Unit to one of the Business Units mentioned above