Create cases or other entities with ClickDimensions forms using North52’s Business

Process Activities

www.north52.com

2

The problem

ClickDimensions allows users to set up form to post information directly into CRM. This is great when the fields can be mapped to Lead or Contact records, however if you want to use the captured information in automated business processes it becomes a little tricky.

We have had first hand experience of this where on a project we had to write plugin code to get the values from the Posted Field records.

A quick search around the ClickDimensions forums revels that this is a problem experienced by ClickDimensions customers.

north52.com ClickDimensions and North52

The SolutionA CRM workflow and 2 ‘Process Genie’ formulas.

The CRM workflow runs automatically on create of a Posted Form record.

The first Process Genie formula creates a Case record with the values in the Posted Fields.

The second Process Genie formula moves any related attachments to the associated contact record.

It is significantly faster to write and make changes to a formula than writing custom code.

north52.com ClickDimensions and North52 3

The Solution - Workflow

• Standard Workflow with one step to call the Process Genie formula

north52.com ClickDimensions and North52 4

The Solution – First Process Genie

• Uses familiar Excel-like syntax to perform CRM operations• Over 160 functions available to perform operations like the

one below for setting the next working time to meet an SLA time

north52.com ClickDimensions and North52 5

The Solution – Second Process Genie• Moves the attachments from the cdi_postedform entity to

the contact entity.

north52.com ClickDimensions and North52 6

Form and resulting Case record

north52.com ClickDimensions and North52 7

Note picklist values being set from submitted form value and follow up time set using next working time function

8

Next steps

• Download and purchase North52 Business Process Activities

• 25% Discount for ClickDimensions customers

• http://www.north52.com/clickdimensions/

north52.com ClickDimensions and North52