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Scenario Overview

In this scenario we have a requirement from a customer to open a new Appointment for a Lead from a button on the form. 

The customer wants the regarding field on the new appointment form automatically set to the Lead but they don't want to actually create the appointment until they click save.

This is different from xRM Sample #81 where we created the appointment first and then opened the form afterwards.

We will also use North52 Quick Button v2 instead of Quick Button v1 in this sample - so we won't have to manually edit any JavaScript.

Note 1: You must be using North52 Formula Manager version 1.0.0.515 or higher and North52 Quick Button version 2.0 to do this.

Note 2: In this example we are using the OpenQuickCreate() formula here so we can reference the data on the parentLead. Microsoft does not provide a Quick Create Form for an appointment entity so this will actually open a regular new appointment form.  

North52 Decision Suite Solution

  The North52 Decision Suite solution works like this,

  • An N52 Formula of type ClientSide - Calculation is created on the Lead entity
  • A Quick Button is added to the form.

North52 Decision Suite Steps

The following set of steps outline how to create this Formula

  • Create a formula of type 'ClientSide - Perform Action' on the Lead entity
  • Copy and paste the formula below into the formula canvas and click save
  • Open the Lead form and add a new web resource north52_quick_button_advanced
  • Set the Custom Parameters field in the Web Resource (see below)
  • Save and Publish

Adding the Quick Button 2 web resource to the Lead Form

 

Note: The three parameters being passed in are separated by the pipe symbol '

Did you know?

North52 has over 500 functions to help you implement advanced business rules and complex decision logic

One of the biggest costs on most Microsoft Dynamics 365/CRM project is custom coding. This is where consultants or developers are invloved in writing 100’s if not thousand’s of lines of code in Javascript and/or C#.

The Formula Manager, part of the North52 Decision Suite is a business rules engine that aims to eliminate this custom coding by using simple formulas instead. It is significantly faster (up to 10 times) than writing custom code and you get the added bonus of lower cost updates if a business rule changes in the future (it is much faster and thus cheaper to change it using a Formula rather than custom code).

There are over 500 functions available in the North52 Decision Suite business rules engine!

Learn more about North52 Business Process Activities

Keywords: OpenQuickCreate, Formula Manager