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Scenario Overview

In this business scenario the requirement is for Tasks to be assigned to a Queue called "Urgent" whenever the Subject line contains the word "Urgent".

North52 Decision Suite Solution

The North52 Decision Suite solution works like this:

  • Whenever the a Task is created or the Subject updated the formula will check to see if the Subject contains the word 'urgent'
  • If it does contact 'Urgent' then the AddToQueue function is called and adds the Task to the specified Queue.

Note : A Queue called Urgent will need to have been created for this sample to work. 

North52 Decision Suite Steps

The following set of steps outline how to create this Formula:

  • Create a new formula of type Save- Perform Action
  • Set the Mode to Server Side 
  • Set the Source Entity to Task
  • Set the Source Property to Subject
  • Click Save
  • Go to the Formula editor
  • Copy and paste the formula below
  • Click Save
  • It is now ready to test

Formula

If ( Contains( [task.subject], 'Urgent') , 
  
  AddToQueue( [task.activityid], 
            'task', 
            FindValueQuickId('queue','Urgent')
          ),
  
  'NoOp')

 

Wizard - FindValueQuickId

Please see below the wizard you can use to create the FindValueQuickId() function call used in this formula. 

Note you will need to type in Urgent 

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About North52's four A’s of automated software testing

Assemble. Arrange. Act. Assert.®

TestShield is a testing solution for Dynamics 365/CRM which covers what we call the “four A’s of automated software testing“:

  • Assemble – describe the feature or process that you are testing using Gherkin language
  • Arrange – TestShield helps you automate the creation of test data – simply select from existing records plus their related records and TestShield will automatically arrange a ‘slice’ of your test data based on your selection
  • Act – easily define the processes you wish to trigger as part of your test
  • Assert – define the expected results

Learn more about TestShield

Keywords: FindValue, FindValueQuickId, Contains, AddToQueue, Formula Manager