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Scenario Overview

In this scenario, you may require that Account records have their shared access quickly removed when it is needed.

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

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 RecordUnShareAll

  • The formula is triggered by a Quick Button on the Account form

  • The formula will unshare all access to the Account record it is run on                                                            

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

RecordUnShareAll('account',[account.accountid])

N52 Create a quick button

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

Once you have added the Quick Button, you are ready to test. You should see all Users/Teams disappear once you click the button - like below:



Wizard - RecordUnShareAll

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

Did you know?

You can create customized buttons to trigger complex business rules

North52's Decision Suite has functionality that we call Quick Buttons that allows you to place buttons on a form which when clicked will trigger a North52 Formula.  The business rule logic could be as simple as triggering a workflow or a much more complex process which involves many actions - the full power of the North52 business rules engine for Dynamics 365 can be used. 

The button's themselves can be subject to business rules, that show/hide, activate/deactivate or and/or change labels. This is configured using Decision Tables allowing complex decision logic to drive the button options that are presented to users.

Learn more about Quick Buttons

Keywords: Process Genie, RecordUnShare, RecordUnShareAll, Formula Manager