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Scenario Overview

This business requirement sees a custom field on the  Lead entity called 'Last Note Entered' which is a datetime field. This field is to be populated with the current datetime whenever a new note is created or updated on the Lead entity.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • We create a formula of type 'Save - To Parent' for the Note entity
  • This formula will be executed whenever a Note record is created or updated
  • It will check if the related object is of type 'Lead'
  • And if true will place the current datetime into the 'Last Note Entered' field on the Lead record.


N52 Formula Manager Steps

  • Create a new formula of type 'Save - To Parent'
  • Set the Mode to 'Server Side'
  • Set the Event to 'Create & Update' 
  • Set the Source Entity field to 'Note'
  • Set the Relationship field to 'objectid (lead)'  
  • Set the Target Property to 'Last Note Entered'
  • Copy & paste the formula below into the formula description field & click save
  • You are ready to test

Formula

if([annotation.objectidtype] = 'lead', UtcDateTime(), 'NoOp')