Overview

In this scenario we want to visually confirm a Contact's data when it has been added as a Primary Contact to an Account by automatically opening the Contact record in a dialog form.

We can do this using North52's function NavigateToEntityRecord. 

North52 Decision Suite

The North52 Decision Suite solution works like this:

• A Formula is set up on the Account which triggers whenever the Primary Contact is changed
• A dialog form with the details of the selected Primary Contact opens so the user can verify the data 
• The user can close the dialog once done

Set up Formula

Formula

• Create a new Formula, setting the following values in the Formula Guide:
  • Source Entity set to Account
  • Set Formula Type to Clientside - Perform Action
  • Select the Classic editor
  • Select Create & Update
• Change the Name of the formula to Primary Contact Verification
• Expand Source & Target
  • For Source Property, select Primary Contact under the desired form
• Click Create
• Copy and paste the following Formula (Note: you will need to change the form name Contact Classification to the form you wish to use):

  iftrue( ContainsData([account.primarycontactid]),   NavigateToEntityRecord('contact',     [account.primarycontactid],      FindValue('systemform',SetFindAnd('objecttypecodename','name'),SetFindAnd('contact','Contact Classification'),'formid','?','true'),     2, 1, 80, '%', 80, '%')) 

  • The NavigateToEntityRecord function has the following parameters
    • 'entityname', 'entityid', 'formid', 'target', 'position', 'width-value', 'width-unit', 'height-value', 'height-unit'
  • In the above Formula:
    • target = 2, opens the record in a dialog
    • position = 1, opens the dialog in the center
    • width,unit = 80%, the dialog will take 80% of the available screen width
    • height, unit = 80%, the dialog will take 80% of the available screen height
• Click Save
• Click N52 Commands > Publish Formula
  
  

Testing

To test this Formula, open an Account and change the Primary Contact

After the Primary Contact has been selected, a dialog will open showing the Primary Contact's details: