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Scenario Overview

When comments are entered as part of a Dialog Process the comments are stored in the Comments field of the Process Session record. If you want to automatically store the comments elsewhere you would need to write a plugin, however with North52 BPA it is a simple formula to create a Note on the Contact once the Process Session has completed.  


N52 Formula Manager Solution

The Formula Manager solution works like this,

  • A formula of type 'Save - Perform Action' is created and set to run on the Update event of the Comments field for the Process Session entity
  • When the Comments field is updated at the end of a Process Session, the formula executes and creates a Note for the Contact containing the comments

N52 Formula Manager Steps

The following set of steps outline how to create this Formula:

  • Create a new formula of type 'Save - Perform Action'
  • Set the Event picklist to 'Update' (the comments field is only updated at the end of the process session)
  • Set the Source Entity to 'Process Session'
  • Set the Source Property to 'Comments'
  • Copy and paste the formula below into the formula
  • Click Save

Fomula

CreateNote('Comments from dialog: ' + 
            [processsession.processidname], 
            'contact',
            [processsession.regardingobjectid],
            [processsession.comments])