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.

North52 Decision Suite Solution

The North52 Decision Suite 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.

North52 Decision Suite 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


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

Did you know?

North52 Decision Suite helps organizations in all Industries

The North52 Decision Suite allows organizations to manage and automate the many decisions found in your processes. North52 helps:

  • Automate costly and repetitive decisions
  • Monitor and improve the quality of decisions
  • Ensure consistency
  • Enable fast response to change

All organizations in all industries can benefit from software that automate decisions related to risk, compliance, and configuration.

Learn more about the North52 Decision Suite