North52 App - Quick Ribbon - Execute Formula - No Selected Records

Overview

This example will show how to assign a Case record to a User from a North52 Quick Ribbon command. In this scenario, the User doesn't have visibility of any Case that is not assigned to them. When they open their empty list of Cases, they click the command bar button Get Next Case. This will assign the next relevant Case to them. 

Note: Different businesses have different rules and priorities on how they assign cases. In this example we do not focus any detail on how to build the Formula rules, since the Formula can be adapted to any customer requirement. This article instead focuses on how to use Quick Ribbon when no records are selected.

North52 Decision Suite Solution

The North52 Decision Suite solution works like this:

• A ClientSide - Calculation Formula is set up on the Case (Incident) table
• A Ribbon command is added to the Main Grid command bar for the Case

Ribbon Command

The custom ribbon button needs to be added to your App:

• Open the App in which you wish to place the custom ribbon button
• Edit the Command bar for the Cases View
• Select the Main grid
• Add a new Command button in the desired position with the following settings:
  • Label: Get Next Case
  • Icon: Use Icon, Assign
  • Action: Run JavaScript
  • Library: north52_quick_ribbon.js
  • Function Name: N52QuickRibbon.ExecuteFormulaOnView
  • Add 7 Parameters in the following order:
    1. PrimaryControl
    2. String, 1 (this values tells Quick Ribbon that it will be receiving no specific selected record GUID's )
    3. PrimaryEntityTypeName, 
    4. UserLcid
    5. String, [shortcode] ( this is the Short Code of the North52 Formula you will call when the command is clicked - in this example: abc )
  • Visibility: Show
  • Click Save and Publish

Formula

The image below shows the Formula used for this example. You can adapt your logic to suit your requirements. In this instance we are using case prioritization and assignment logic from xRM Formula #266 - Complex Dynamic 365 Case Prioritization Rules

User Experience

The following sections show the user experience.

Open Cases View 

The user now has the extra Get Next Case button available to them.

Click the 'Get Next Case' Ribbon Button 

When they click on the button the Formula executes and assigns them a record. It also shows them a success message letting them know they have received a Case.

A new Case is now available for them to work on