Transcript:
0:00 [Music]
0:04 hi everyone this is Patrick from North
0:06 52 and in this video we are going to
0:09 discuss the noir 52 formula manager
0:11 interface what you actually see when you
0:14 open the formula creation screen this is
0:17 a formula in the classic style on the
0:20 left hand side you can see five tabs
0:22 register functions source explore and
0:26 fetch XML we will start with the
0:28 register tab it contains four sections
0:31 the first of these is formula settings
0:34 this is where you select your formula
0:36 type you can set the name of the formula
0:39 the event that triggers the formula and
0:41 the mode for the formula client-side
0:44 server-side are both
0:47 the next section is very choose the
0:50 entity and the field you want to trigger
0:51 the formula on if you are using a safety
0:54 current record or saves a parent type
0:57 formula you can also select the target
1:00 entity and the field you want to update
1:02 via the relationship drop-down in
1:06 deployment settings you can set which
1:08 solution will contain the web resource
1:09 for the Noor 52 formula by default this
1:12 is a Noor 52 business process activities
1:14 deployment solution but all unmanaged
1:17 solutions are visible in the drop-down
1:19 list and an e can be selected you can
1:22 also set the pipeline execution stage
1:24 reformulate here you can learn more
1:26 about these on the MSDN website a link
1:29 is posted in the video description the
1:31 tracing level for the formula can be set
1:33 here as well
1:34 information means that a formula will
1:36 write information to the North52 trace
1:38 Anthony each time it completes
1:41 information show exception details will
1:43 show an error information when a nested
1:46 exception occurs further along the
1:47 execution pipeline that error message
1:50 will bubble back up to the user the
1:53 error setting will only show trace
1:54 information when an error occurs in the
1:56 system they should only be used on
1:58 formulas that are registered to run in
2:00 the pre validation stage in the calling
2:03 user drop-down you can set if you want a
2:05 formula to execute as the calling user
2:07 or to use the system user thereby
2:11 allowing the users to affect records
2:12 they would otherwise not usually have
2:14 access to there is also an advanced
2:17 settings drop-down in here you will find
2:19 the execution order if you have multiple
2:22 formulas triggering on the same event at
2:24 the same step in the execution pipeline
2:26 you can order executions here if you
2:28 need to just note this won't override
2:31 the standard execution pipeline setting
2:33 a post operation formula to one and the
2:36 pre operation formulas the two won't
2:38 make the post operation formula execute
2:40 first the category and subcategory
2:42 fields can be used add additional
2:44 identification tags to your formulas for
2:47 logical grouping under functions you
2:50 have a full list of all the functions
2:52 available in or 52 by type etc you can
2:55 search the function list if you like
2:57 here I am searching for the find value
2:59 function
3:00 and this displays the function signature
3:02 when I mouse over it it will display
3:05 some additional information and examples
3:07 if I click on the search online kb
3:10 articles it will take you to them the
3:12 support of noir 52m website and provide
3:15 additional links to pages that have this
3:17 function if you hold down the shift key
3:20 and click on it the function wizard will
3:22 appear this will help you to create your
3:25 functions I will search for a contact
3:28 where the first name is Patrick and I
3:33 want to return the parent account when I
3:36 click generate the function has been
3:39 populated and added to the formula
3:41 canvas
3:44 the source tab contains several
3:46 dropdowns source has all the fields
3:49 listed on the entity and if I click on
3:51 one it had the reference to that value
3:54 in the field or if I hold on the control
3:56 key and click on the field I will get a
3:59 schema name for that field related and
4:02 one lists all the other entities that
4:04 have an end to one relationship with the
4:06 source entity of the formula as I'm
4:09 using the account entity in this video
4:11 you can see that the contact is an
4:13 associated entity by the primary contact
4:16 ID field on the account if I expand this
4:20 I can see the entities the contact has
4:22 an end to one relationship with and
4:24 under attributes I can access the
4:26 individual fields of the contact
4:28 connected to this account via the
4:30 primary contact ID fields like so as you
4:33 can see a question mark has been added
4:35 to the end of the value reference this
4:37 is the default value that will be
4:39 returned in case a field does not
4:41 contain data the question mark is an or
4:44 52 representation for another value if
4:47 this was a number field I could change
4:49 this to a zero for example and then zero
4:51 would always be returned if that fields
4:53 did not contain data under forms I can
4:58 expand a specific form and then expand
5:00 the tabs and sections that are listed in
5:02 them if I click on a specific tab or a
5:05 section their schema names are headed to
5:08 the formula canvas the processes
5:10 drop-down provides a list of the actions
5:13 workflows business process flows and
5:15 dialogues that are visible in the system
5:17 these can be called by specific formulas
5:20 if desired the X cash drop-down will
5:23 display a list of any and all X cash
5:25 records in the system if I switch the
5:29 decision table mode like so three
5:32 additional options will appear in the
5:34 left menu global calculations global
5:37 actions decision table calculations
5:40 you can learn more about these in our
5:42 decision table videos and documentation
5:44 the explore tab contains a list of all
5:47 the entities and their attributes so you
5:49 can click on the entity to get their
5:51 logical name or attributes a normal
5:54 click will give you the full syntax to
5:56 access the value in that field
5:57 or a ctrl-click will give you the schema
6:00 name there is also a quick tool here
6:02 that will allow you to easily create the
6:04 framework for some functions for example
6:08 if I wanted to create a new account
6:10 record I would select the fields I want
6:12 to use so I'll use account name account
6:17 number and primary contact ID and then I
6:22 set the drop-down to create record and
6:25 as you can see the code is generated and
6:27 added to the canvas there are a couple
6:30 of different quick create functions
6:31 listed here you can select from across
6:35 the top of the formula canvas are three
6:37 dropdowns operators contains the logical
6:40 operators you can use in North52
6:42 formulas snippets contain starting
6:45 frameworks that you can use as a basis
6:47 for syntax for some of your formulas and
6:49 the command drop-down allows you to
6:52 switch between the classic editor and
6:53 the decision table editor over here are
6:57 four buttons the tick is the formula
7:00 syntax checker it will warn you about
7:02 missing commas and parentheses etc the X
7:05 is used to clear the formula canvas the
7:08 Chevron loads the function wizard or
7:10 hides it and the lightning bolts allows
7:12 you to test how your formula execute is
7:14 for our fields in the formula that
7:16 required values etc you will need to
7:19 fill them in for the formula tester to
7:20 execute correctly but it will inform you
7:23 about errors and in cases where it
7:25 executes successfully it can generate a
7:27 trace file if tracing is turned on there
7:31 is another video you can watch on
7:32 debugging and troubleshooting formulas
7:34 that will explain this in more detail
7:38 across the ribbon are some links the
7:41 noir 50 to help in the noir 52 social
7:43 drop down in N52 commands there are a
7:47 variety of useful options toggle
7:49 advanced mode is used to display
7:51 additional configuration fields usually
7:54 you should never modify any of these
7:56 fields without explicit guidance from a
7:58 member of the noir 52 team the refresh
8:01 button is used for afresh the source and
8:04 target picklists after a creation of a
8:06 new entity or field what you would do is
8:09 run the refresh
8:10 then save your formula and refresh your
8:12 screen the new entity and its feelings
8:15 will now be loaded into the source
8:16 properties clone formula allows you to
8:20 make a clone of your current formula
8:22 including any fetch XML query is
8:24 connected to it
8:25 this will allow you to play around with
8:27 your formula without risking breaking a
8:29 working version of it publish formula is
8:33 used to publish a client-side formulas
8:34 after saving this is especially
8:37 important as it binds the unalloyed and
8:39 unchanged events to the forms so if you
8:42 don't publish a client-side formula it
8:44 won't trigger and you'll be stuck
8:46 scratching your head and wondering why I
8:49 hope you enjoyed the video and as always
8:51 if you have any questions or need any
8:53 assistance please contact support at
8:55 North52 comm or visit support North52
8:59 comm