Transcript:
0:00 I won Mike from noir 52 here in today's
0:05 video we will show how to fix a problem
0:07 that an old customer of ours had this
0:09 customer had on average 20 line items
0:12 per order which led to user spending a
0:14 significant amount of time simply
0:16 clicking through predictable steps we
0:19 created this formula to automate process
0:21 how it works is whenever an order is
0:24 created our formula will loop over all
0:27 the items in the Associated price list
0:29 and create an order detail record for
0:32 each product
0:32 this is a typical requirement when a
0:35 company sells common sets of products
0:37 together first we will create a list a
0:40 new decision table so starting from the
0:43 solutions page select settings and then
0:47 n52 formula next click on new to open up
0:53 the format guys make sure the decision
0:56 table is selected and set the formula
0:59 type to save perform action set the
1:04 entity to order and then click create
1:11 go to the register tab and set event to
1:15 create expand source and targets and
1:19 change source properly to name we have
1:22 now set the formula to run whenever an
1:24 order is creators announce that cell a2
1:28 and right-click to select delete and
1:31 then delete column to get rid of the
1:33 condition column as we do not news
1:36 however we will need four separate
1:38 actions for this formula so right-click
1:41 insert and then insert action three
1:45 times once you have done this
1:52 right-click and select set sheet options
1:55 set use create record this will tell the
1:59 decision table that we will be creating
2:01 records and the default is set to update
2:04 in a record we want this decision table
2:07 to create an order detail for each
2:09 product that is associated to the
2:11 ordered price list and we do so by a
2:14 variety first right click in cell a2
2:16 again select insert in search for each
2:21 record delete the text and go to the
2:25 function tab and search for find records
2:30 shift click the find markets function to
2:32 open up its wizard this wizard will find
2:36 all the products that are associated
2:38 with the priceless of this order for
2:41 friendly name type find our products
2:50 entity name select price list item for
2:58 wear attribute select price list and for
3:05 the equals value goes to the source tab
3:07 and expand source scroll down and select
3:12 price list value now back to the wizard
3:18 for select attribute set product you can
3:24 leave the other parameters at their
3:25 default so click generate and we have
3:30 now created a formula that will find
3:32 every product that is associated with
3:34 the order price list and it will create
3:36 a record for each of these what it will
3:39 create in that record we haven't yet
3:42 said so let's do that now click on B to
3:47 go to the explore tab and search for
3:50 order products expand order product
3:54 scroll down and select order value by
3:59 setting a field that is under the order
4:01 product in row to the decision table now
4:04 knows we want to create an order product
4:06 let's continue to fill out the new order
4:08 product fields click on C to go back to
4:13 the explore tab and select existing
4:15 product value click on D to go back to
4:20 the explore tab and says quantity click
4:23 on e to go back again and click on unit
4:27 of value we have stated F what fields we
4:31 want to set when creating the order
4:33 products however we haven't yet said
4:36 what we want them to be actually set to
4:40 click on B for and go to the source tab
4:43 and search for order select order as
4:47 this will ensure that the order product
4:50 is associated with the order that we
4:52 have created click on c4 and either
4:57 paste or type current record open
5:00 brackets product ID
5:04 this will ensure that the order product
5:07 is associated with the product the
5:10 current record is used here because we
5:12 want the Product ID of the product in
5:15 the loop click on d4 type one click on
5:22 e4 and for the units we're going to need
5:26 to find a certain value so go to the
5:29 function tab and search for a find value
5:35 shift click find value to open up its
5:38 wizard or a friendly name let's type
5:41 standard user sample like so for entity
5:48 name select unit for where attribute
5:52 select name for equals value type
5:57 standard user sample note that you may
6:02 need to change this to the Union value
6:03 of your own system because in this
6:06 example we are using the unit created by
6:09 important Microsoft sample data this can
6:13 be also found under settings and data
6:15 management for the select attribute
6:18 select a unit and leave the default
6:22 value and no lock set as the default
6:26 this wizard will find the unit where
6:28 it's name is equal to the standard user
6:30 sample so you can click generate and
6:33 safe
6:39 we have now successfully created the
6:42 decision table to test this we can
6:44 create a new order we can give it a name
6:50 and a price list and a potential
6:59 customer we want to see that once we
7:04 click Save the product section will
7:06 populate with the price list product
7:13 this has been an or 52 video if you like
7:16 this there are many more on our website
7:18 at North52 calm
7:19 you can also read our knowledgebase
7:21 articles at supportin or 52 calm