Transcript:
0:00 [Music]
0:04 hi everyone Patrick from North52 here
0:07 again in this video I will discuss the
0:10 most commonly used types of North52
0:12 formulas and when you would use them the
0:15 first Formula type is Auto number and
0:17 this is used when you need to generate
0:19 an automatic number that increments by
0:21 defined value you would often use this
0:23 to create account numbers for
0:26 example a client side calculation is a
0:29 form that returns a result back to the
0:31 form that can be used by other
0:33 JavaScript running on that form an
0:36 example of this would be cloning a
0:37 record with N52 and then using some
0:40 client side JavaScript to open the
0:42 window with the new
0:44 record client side perform action
0:47 formulas are generally used for hiding
0:49 and showing tabs disabling Fields
0:51 changing forms
0:54 Etc a command consult formula is a
0:56 specific type of formula that is used to
0:59 make ad hoc changes here damic 365
1:01 instance creating records updating
1:04 records and deleting them can be done
1:06 this
1:07 way n to n associate formulas are
1:10 triggered when a many to many
1:11 relationship is
1:13 created n to n disassociate is used when
1:17 you want to fire your formula when the
1:19 relationship is
1:20 removed a process Genie is the North52
1:24 version of a custom workflow extension
1:26 you can execute a formula from within a
1:28 workflow dialogue or action
1:30 the results of the formula are then made
1:32 available to the
1:35 workflow the next three formula types
1:38 are save and do something types save to
1:40 current record is for when you want to
1:42 update the record you currently working
1:45 on save to parent is for when you want
1:48 to update a parent record of the record
1:50 you are currently working on these are
1:52 generally end to1 relationships save
1:55 perform action is a general style of
1:57 server side formula that can be used to
1:59 areio pretty much any and every
2:03 requirement validation formulas are used
2:05 when you need to validate data within
2:07 Fields you can stop users from entering
2:09 data into Fields unless it meets your
2:11 specific requirements you can also
2:14 customize the error messages you display
2:15 back to your users with this formula
2:18 type thank you for watching and as
2:21 always if you have any questions please
2:23 contact support at North52.com or please
2:26 visit support. 52.com