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Scenario Overview

In this scenario we are required to gather a list of all the First Names in an Accounts entity associated Contact. We will save this list into the Description field for simplicity in this example.

North52 Decision Suite Solution

The North52 Decision Suite solution works like this,

  • A formula of type Process Genie is created which triggers when a Quick Button is pushed on an Account entity
  • This formula creates a  list of all the Associated First Names of the Account in question
  • The formula then saves this variable to the Account entity's Description field 

North52 Decision Suite Steps

 Setup - Formula : Update Account with Associated Contacts First name

  • Create a new formula of type 'ClientSide Calculation'
  • Set the Mode to 'Client Side'
  • Set Source Entity as 'Account '
  • Click into the Formula Editor canvas
  • Copy and paste the formula below into the Formula Editor
  • Click Save

Formula

SmartFlow(

          ForEachRecord(
                        FindRecords('contact','parentcustomerid',[account.accountid],'*','50','true'),

                        SetVarConcat('ListofFirstNames', CurrentRecord('firstname') + ',')
                ), 


          UpdateRecord('account',
                  [account.accountid], 
                  SetAttribute('description', Trim( GetVar('ListofFirstNames') , ',' ))
              )

    )

 

Quick Button

Please see article  at this link , heading Custom Button Configuration 1 for instructions on how to install and set up the quick button which will trigger this formula.

Did you know?

North52's TestShield provides 3 different test types

TestShield currently support 3 test types: Process Shield, API Shield and Data Shield.

Process Shield - Testing of end-to-end processes – learn more

API Shield - Testing APIs to ensure they are working as expected – learn more

Data Shield - Ensure that your data hasn’t changed or falls outside of thresholds – learn more

Keywords: Process Genie, Smartflow, FindRecords, ForEachRecord, CurrentRecord, UpdateRecord, SetAttribute, Trim, GetVar, SmartFlow, SetVar, SetVarConcat, Formula Manager