Transcript:
0:00 [Music]
0:04 hi all in this video I'm going to
0:07 demonstrate how to set up and configure
0:09 quick button from Nord
0:11 52 this is a small app that Nord 52
0:14 provides it allows you to put a button
0:17 on a form and then trigger a Nord 52
0:19 formula when it is clicked the formula
0:22 can carry out several steps and then
0:24 return back a response in the form of a
0:26 client side action this can be something
0:28 like setting a notification on the form
0:31 that tells the user the task has
0:32 completed or updating the value in a
0:34 field
0:37 Etc to run quick button you need to have
0:40 North52 formula manager installed the
0:43 first video in this playlist will show
0:45 you how to install it if you don't have
0:46 it already next you will need to visit
0:49 North52.com click on the n52 apps in
0:54 the business process activities menu
0:57 click on the quick button app and then
0:59 on the download link at the bottom of
1:00 the page you will be asked to enter your
1:03 email address and then North52 will
1:06 email you a download link for the app
1:08 when you have downloaded it please
1:10 import into your Dynamics 365
1:14 environment once the import is completed
1:17 you will need to configure quick button
1:19 there are two parts the quick button the
1:21 actual button on the form and the
1:23 formula that it calls we're going to
1:26 start with the Formula First in this
1:28 example we're going to create create an
1:30 appointment and open it when a user
1:32 clicks on a button that we will add to
1:34 the lead form so we navigate to settings
1:37 N52 formulas and create a new
1:40 formula this formula will be running on
1:43 the lead entity and will be of type c
1:46 side
1:47 calculation recreate the appointment
1:49 first and then pass back the instruction
1:51 to open the appointment to the
1:58 form we start with a smart flow function
2:01 this is a function that will allow us to
2:02 carry out multiple steps the first step
2:05 will be to create the appointment so we
2:07 use the generator in the explore tab we
2:11 search for the appointment and then
2:13 select the fields we want to set in this
2:16 example we will set the activity type
2:19 the description the end time the
2:22 regarding lookup requested attendees and
2:25 the start time we change the dropdown to
2:28 create record and the shell of the
2:30 command has been populated for us as you
2:33 can see I have filled in the values and
2:35 I have set the appointment to start in 1
2:37 hour from now and end after 1
2:41 hour when the create record completes it
2:44 will return the goid of the appointment
2:47 so we store this in a variable we call a
2:52 guid the next thing we will do is pass
2:55 back the command to open this new
2:56 appointment using an open entity form
2:59 function
3:01 we will need to provide the entity type
3:03 we are going to open in this case
3:07 appointment and then the goid of the
3:09 record to open so I will get the value
3:12 of the AP goid variable
3:15 here next we will save the formula and
3:18 then take note of the short code that
3:21 appears in the top right hand corner of
3:23 our formula this is what we will use to
3:25 successfully trigger the
3:27 formula next we run this syntax Checker
3:30 over the
3:32 formula our formula is now ready so we
3:35 navigate to a lead and open the form
3:39 editor we will add a new web
3:42 resource select the North52 quick button
3:46 Advanced web
3:50 resource and fill out the name fields in
3:53 the parameter section we add the short
3:56 code from the formula followed by a pipe
3:59 symbol
4:00 then the text we want to display on the
4:02 button create
4:06 appointment another pipe symbol and
4:08 finally the style of the button we want
4:10 to use pure button button success is
4:14 green secondary is blue warning is
4:18 orange and error is red for this example
4:22 we will use success so our button will
4:24 be
4:25 green switch to the formatting Tab and
4:29 set the number of of rows to be
4:31 two set scrolling to
4:34 never and make sure display border is
4:38 unticked now save the
4:41 form and click on the
4:52 publish when the publish is completed we
4:56 return to our lead and refresh the form
5:00 as you can see the button has appeared
5:03 with the words create appointment on
5:06 it when I click on the button it will
5:09 create a new appointment and then it
5:11 opens on the
5:18 screen thank you for watching and if you
5:21 have any questions please contact us at
5:23 support 52.com or visit support. 52.com