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Scenario Overview

In this scenario, the business requirement from the customer was to connect a Competitor to a parent Account when one was added to a Contact on that Account.

For this example, we will assume that you have already created your N:N relationships between the Competitor, Contact and Account entities.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • We create a formula of type N:N Associate on the Contact entity
  • We use an if statement to only trigger the additional association if it matches the association name we want
  • Then it associates the account to the competitor using the GetAssociationRelatedEntityReferenceId() function

N52 Formula Manager Steps

The following set of steps will set this formula up for you.

  • Create a new formula of type N:N Associate on the Contact entity
  • Copy and paste the formula below into the formula canvas
  • Save the formula and test

Competitor being added to the child Contact




Competitor connected to the parent Account


 

Formula

If(GetAssociationRelationshipName() = 'new_contact_competitor' and
    ContainsData([contact.parentcustomerid]),

  AssociateEntities('account', [contact.parentcustomerid] , 
            'competitor', GetAssociationRelatedEntityReferenceId(), 
            'new_account_competitor'),

  'NoOp'
)

Wizard - AssociateEntities

Please see below the wizard you can use to create the AssociateEntities() function call used in this formula. 

Note to find the value for Record ID Left , you will need to go to the Source tab > Related (N : 1 ) and click on account (parentcustomerid) 

 Also you will need to copy and paste GetAssociationRelatedEntityReferenceId() in for the Record ID Right.