Transcript:
0:00 [Music]
0:04 hi everyone Mike from Norfolk City here
0:07 in today's video we will show how to use
0:09 Norfolk City in conjunction with custom
0:11 actions this allows businesses to easily
0:15 integrate any existing functions they
0:17 have with North52 so what we will
0:21 create here is a HelloWorld prompt that
0:23 will react differently depending on what
0:25 type of input we give it so first we
0:30 will create an action with three inputs
0:32 and two output parameters we will then
0:36 create a Norfolk to do formula that will
0:38 update our output parameters depending
0:41 on what kind of input we've gotten
0:44 finally we will show it working using
0:46 CRM res builder so starting from
0:50 solutions page we go to settings and
0:52 then processes and then we click on new
0:56 to create a new process for process name
1:00 we're going to enter hello world contact
1:04 type for category we're gonna select
1:10 action and then for entity we're gonna
1:14 select none' global so click OK and you
1:19 should get a pop-up what we're gonna do
1:22 here now is we're going to add in the
1:24 three input parameters and the two
1:26 output parameters so click on the plus
1:29 sign here and give it a name first name
1:34 like so set the type to string and for
1:41 the direction leave that input tick
1:45 required as well so that's the first
1:49 input parameter made so now click on the
1:51 plus sign again and give it the name
1:54 last name and leave type a string and
1:59 need the direction at input as well and
2:01 just add another one again and for its
2:04 name type contact type
2:09 leave the type of string and direction
2:14 leave it in push so now we have created
2:16 the three input parameters that we need
2:18 and we just need to create the two upper
2:21 parameter so this again it's the same
2:23 thing here we just click on the plus
2:26 sign and give it a name called first
2:29 action result we're going to leave the
2:32 type of string but we're going to set
2:35 the direction to output then we're going
2:40 to click on the plus sign again and give
2:42 it the name second action result and
2:45 then we're going to set type to string
2:47 and keep the direction of output as well
2:50 so then just click on save and then
2:54 activate this so now we have the three
2:59 input parameters that we'll need and and
3:02 then we have the two output parameters
3:03 so our we're going to create now an or
3:05 52 formula that will take in these three
3:09 input parameters and change the output
3:12 parameters depending on the input
3:15 parameters
3:19 so now to the northeast view formula so
3:22 click on settings and then n52 formula
3:27 click on new to open up the formula
3:30 guide and we're gonna create a decision
3:35 table of foreign attack action so select
3:38 action from the formula type and then
3:42 set the source entity to n52 command now
3:48 as the action that we are creating
3:50 doesn't actually have a source entity we
3:52 set the source entity to n52 command so
4:00 now I'll click on create and then on the
4:05 register tab when it's loaded up set the
4:07 action event field to our new process
4:10 that we've just created so it should
4:12 appear up here and as you can see you
4:14 get the unique name not the display name
4:16 that we gave earlier so let's give this
4:23 formula a name such as custom action
4:27 contact type and then we'll click Save
4:34 so we have told North to do what to
4:37 trigger off of so the action that we've
4:39 created so now we'll have to tell it
4:41 what it needs to do when it has been
4:43 triggered so click on the decision
4:46 tables cell b2
4:48 like so and then right click and select
4:52 insert and then insert action so now we
4:56 have a conditioned column with to action
4:59 columns and our condition in this
5:02 formula will be the contact type click
5:06 on cell a2 then go to the source tab
5:10 here and expand processes and then
5:15 actions and then none and the new hello
5:21 world contact type and then click on the
5:25 in contact type note that none here is
5:32 because it doesn't have a source Anthony
5:35 so if this action was related to an
5:37 account it would have account here
5:39 instead of none so in cell a4 type
5:43 single course customer single quote and
5:47 in cell a5 type single course
5:52 partner a single quote this tells the
5:57 formula that if the contact type is a
5:59 customer perform the actions in row four
6:01 and if the contact type is partner
6:04 perform the actions in row five and if
6:08 it is neither the decision table will
6:11 perform row six so this is something to
6:14 keep in mind you should allow for
6:15 catch-all rules in your decision table
6:17 when needed so now let's do the actions
6:21 click on B to go through the source step
6:27 and click on our first action result and
6:33 click on b4 and type single quotes hello
6:36 world
6:37 comma my name is space and then single
6:41 quote so this is a string that we've
6:45 entered here and what we're going to do
6:46 now is add to the string
6:49 the inputs that we got from the action
6:51 so add a plus sign here and then go to
6:56 the source tab and click on in first
6:59 name and then add another plus sign and
7:02 then add a single quote space and single
7:05 quote and then add another plus sign and
7:10 then go to the source tab and click in
7:13 last name so what we're doing here is
7:16 actually combining a lot of strings and
7:19 inputs that we are bringing in and in
7:21 order to do is smart enough to know that
7:23 they should all be treated like strings
7:25 and add to concat it together for b5
7:29 let's do the same thing except with a
7:31 few small changes so we're just gonna
7:33 copy the cell like so and then paste it
7:38 in to the cell below it I'm a place
7:41 there were the string were world with
7:45 earth-like so note that by using this
7:48 kind of Excel format is very intuitive
7:50 it's very easy to change and move from
7:52 copy things around so let's do this for
7:56 b6 too so copy and paste it and we're
7:58 gonna rename world to be universe here
8:02 and this will just allow us to be able
8:05 to tell in straightaway when looking at
8:07 the output of the serum rest builder
8:10 which of the three options it has gone
8:13 down which of the three routes it has
8:15 gone down so let's do the second action
8:19 column name click on cell c2 and go to
8:23 the source tab and click on out second
8:26 action result and in cell c4 type single
8:32 quote and I am a space single quote and
8:37 then add a plus and then go to the
8:40 source tab and select in contact type
8:43 like so that's what we've done here is
8:45 added a string that would say and I am
8:49 customer or I am a partner whatever
8:52 input parameter we have entered so now
8:56 we have to do this for the cells c5 and
8:58 c6 so copy and paste this from c4 into
9:01 those cells
9:02 and then just change the string slightly
9:05 so we can tell them apart from the
9:07 output so there's not we're just doing
9:08 this simply so we can see that
9:11 definitely has changed
9:19 you
9:31 so let's click save and we're done so
9:34 now what we need to do is we need to
9:36 setup CRM rest builder so I have pre
9:41 downloaded it but you can find I'll put
9:44 the link in the description below so you
9:46 can download it and you simply import it
9:49 into solutions it takes about five
9:51 minutes and once done you should see the
9:55 CRM rest builder on the solutions page
9:57 like this so I like that so then click
10:02 on CRM rest builder and set action like
10:09 so and then under the second action here
10:13 we're gonna select new hello world
10:16 contact type so our action here
10:18 yeah and then for our first name just
10:22 enter a name and a last name just enter
10:27 last name now for contact type remember
10:32 that our decision table is looking for
10:34 either a partner or a customer it does
10:37 have a catch-all if it's not one of
10:39 those so we're gonna enter partner here
10:42 first and then click create request and
10:49 then click on execute code and we can
10:51 see that the results show up so now
10:56 we're going to go back and change that
10:58 contact type to be customer and then
11:03 once we've done that we're going to
11:06 create a request and execute the code
11:09 again like so and we can see that we get
11:14 different results this time and just for
11:18 completion let's go back again and set
11:22 the content type to be not either
11:23 partner or customer and we can see that
11:29 if we create the request and execute the
11:31 code we again get a different string so
11:37 this is a simple demo of how the custom
11:39 actions can be integrated but as you can
11:41 imagine you can add as much complexity
11:44 as you want here
11:44 and allows for easy transitions from a
11:49 complex set of security might already
11:51 have setup so we can easily work with it
11:55 this has been an or 52 video if you
11:58 liked it you can see more videos or read
12:01 our knowledgebase articles at support
12:03 North52 calm