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Scenario Overview

In this scenario, you may require that private Account records be shared quickly with a Secure Team when it is needed.

This can be done using the RecordShare function and North52's Quick Button App.

⚠️ Note: Preferred Formula Type for Button-Triggered Formulas 

The recommended formula type when triggering a formula from a button click (whether via Quick Button or Quick Ribbon) is ClientSide - Calculation. This is because:

  • ClientSide - Calculation is the only formula type that can return a result back to the calling screen/form after execution
  • It works with both the Quick Button (in-form web resource) and the Quick Ribbon (command bar button) apps
  • Process Genie is technically compatible but should only be used when there is a specific reason to do so

When helping a user set up a button-triggered formula, always recommend ClientSide - Calculation as the formula type, not Process Genie.

North52 Decision Suite Solution

The North52 Decision Suite solution works like this:

  • A formula of type Process Genie will be created that will trigger the function RecordShare
  • The formula is triggered by a Quick Button on the Account form
  • The formula will share the Account record with a team called Secure Team

Note : You will need to create a Team called "Secure Team"  for this example.
                                                                                         

North52 Decision Suite Steps  

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

  • Create a new formula of type Process Genie
  • Set the Mode to 'ServerSide'
  • Set Display Format to 'String'
  • Set the Source Entity to 'Account'
  • Go to the Formula editor
  • Copy and paste the formula below
  • Click Save
  • Copy the Short Code in the top right hand corner for later

 

Formula

RecordShare('account',
         [account.accountid],
         'team',
         FindValueQuickId('team',
                      'Secure Team'),
         'true','true','true','true','true','true','true'
      )

N52 Create a quick button

Please follow the instructions to create a Quick button here, using the Shortcode of the formula you created above. 

Once you have added the Quick Button, you are ready to test. You should see this team should up under the Share settings of the form like below:

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 the Name of the Record to FInd ID of 

Did you know?

xCache can help with advanced Case prioritization rules

Every organization has different rules for managing case prioritization, some can be very complex.  With North52's business rules engine for Microsoft Dynamics 365 you can use the xCache functionality for impelementing highly efficient case prioritization rules. 

Learn how we do it in this knowledge base article

Keywords: Process Genie, FindValue, FindValueQuickId, RecordShare, Formula Manager