Please provide your ideas for future Business Process Activities product enhancements. The most voted for ideas will become priority items to be implemented into a future product release.
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Provide the ability to execute a workflow from a server side formula
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Provide the ability to execute a workflow from a server side formula -
Set partylist fields with the CreateRecord() function
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Set partylist fields with the CreateRecord() function -
Make web resources read-only
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If you use a north52_html_calculated_field to hold a calculated value it appears on the form as an editable field. This can be confusing for users as they think that they can update the value in the field. Would it be possible to add a parameter to set the field to be display only? -
Improve error handling abilities
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Create checks such as isblank() or iserror() so that I can dictate what happens when an error occurs. Example of the problem I run in to: I have a "Save to Parent" formula that counts the child records of two different types. I then have a "Save to Record" formula that subtracts two fields on the parent record. If the "Save to Parent" formulas haven't run yet then I have blank fields, and since these formulas occur on different entities I can't use the execution level to control which runs first. -
When i am trying to save any formula getting the below error: Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sd
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Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: A Formula Description must be specified.Detail:-2147220891 A Formula Description must be specified. 2012-12-27T10:21:24.0042519Z [North52.FormulaManager: North52.FormulaManager.Plugins.FormulaN52.PreCreate] [51ea6e1f-3fa8-e111-9c81-00155df5b00d: North52.FormulaManager.Plugins.FormulaN52.PreCreate: Create of north52_formula] -
Clone multiple selected formulas with one click from the Active formula view
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When viewing the list of formulas, you have the ability to select multiple formulas. When you click the Clone Formula button it only clones 1 of the formulas that is selected. If there are several formulas that you want to have cloned, you have to select each one and click clone formula over and over. It would be nice to select several formulas you want cloned, click the clone fomula button once, and have clones of each formula selected generated. -
GetWeek (Week of the Year) Date Method
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Not sure if its possible but I would love to see an option in the Date Functions where you could find the Week of the Year number. -
Amend the 'source property' field so can read full field titles
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At the moment, you can only see the first few characters of the field name, so if there are several that have similar names then you cant tell the difference. Perhaps a hover over note to see full field name? -
Execute formula under elevated privileges
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Sometimes formulas may need to read or write to records that the executing user does not have privileges for. It would be useful if the formula could be selectively run under the context of a specific user -
Connect to web services as part of formula - used for validation, sending data to 3rd party systems etc
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As part of a formula it would useful to connect to a web service for validation, sending data to 3rd party systems, retrieving data from 3rd party systems, or even connecting to CRM api using a specified user. Results from web service could be used in formula logic or be persisted to CRM records. See Nintex Workflow for examples of how they have enabled connectivity to web services in SharePoint workflow logic