Transcript:
0:00 [Music]
0:04 hi everyone Mike from North 82 here and
0:07 today's video we've been asked to sync
0:09 up all the contact entity's address
0:11 fields with their accounts address to do
0:15 this we will create a decision table
0:16 that triggers whenever an Accounts
0:18 address has been changed the formula
0:22 will go through every contact associated
0:24 with that account and update their
0:26 addresses
0:27 this will allow us to not have to worry
0:30 about syncing up addresses whenever a
0:32 change has been made this will also
0:34 remove user error when updating fields
0:38 to get going first we will create a new
0:41 decision table starting from the
0:44 solutions page select settings and then
0:47 n52 formula next click on new to open up
0:52 the formula guide make sure the decision
0:56 table is selected and that the entity is
0:58 set to account like so set the formula
1:02 type to save perform action this former
1:06 type can be used whenever you wish the
1:08 formula to perform an action whenever an
1:11 update or create or delete event happens
1:14 to that record now click on create go to
1:19 the register tab and make sure that the
1:21 event is set to create an update expand
1:25 source and target and change source
1:28 property to the dress one fields for
1:32 this example we are going to select the
1:33 city country and region state and
1:39 province street 1 3 2 & 3 3 note that
1:48 you can multi-select these fields by
1:50 holding down the ctrl button we have now
1:54 served this decision table to run off
1:55 the account entity the formula will
1:58 listen to the address 1 fields and
2:00 whenever one of them has changed it will
2:03 trigger the decision table click Save to
2:06 save our progress once it's done saving
2:09 let's give it a name we can call this
2:12 formula sync account
2:14 address with our contacts using decision
2:18 tables click Save again
2:23 now let's set up this decision table
2:26 first need to get rid of the condition
2:29 column as it won't be used in this
2:30 example click on cell a2 right click and
2:35 select delete and then delete column
2:39 next we need to make an action column
2:42 for each address field we want to sync
2:44 up right click and insert an insert
2:49 action do this 5 times we now set up a
3:00 for each record function that will loop
3:03 through every contact associated with
3:05 the account right-click and select
3:07 insert insert for each record delete the
3:12 text and go to the function tab and
3:14 search for find records shift click the
3:19 find records function to open up it's
3:21 wizard and we will use this wizard to
3:24 pull back every contact that is
3:26 associated with the account record so
3:30 for a friendly name type in find
3:33 contacts related to account for entity
3:42 name we will select contact for the wear
3:48 attribute select account for the equals
3:54 value go to the source tab and expand
3:58 source find and select account and
4:03 finally for the select attribute we want
4:07 to select contact leaving it at star
4:12 here would work but we would be pulled
4:14 back every field of the contact when we
4:16 only need the contact ID leave the other
4:20 parameters at their default and click
4:22 generate
4:30 next we need to update each of these
4:32 contacts we have gathered will be using
4:34 Row 2 to do this click on b2 and now go
4:40 to the explore tab and expand entities
4:44 find contact and expand this and what we
4:49 need to do here is we need to find the
4:50 name of the fields we want to change so
4:53 scroll down and set address one city we
4:59 want this field to be updated to the
5:01 accounts equivalent field so we click on
5:04 b4 then we go to the source tab and we
5:09 select address one city remember that
5:12 our source in this example is the
5:14 account entity that has had its address
5:16 changed slash the formula has been
5:19 triggered by now this formula will read
5:22 as for every contact associated with the
5:26 account update their contacts address
5:29 one city to whatever values the accounts
5:31 address one city has so now we'll need
5:35 to do this for the rest of the address
5:37 one fields click on C to go back to the
5:41 explore tab and set address one country
5:46 region click on c4 go back to the source
5:52 tab and select address one country
5:56 region and now do this for all the
6:01 address 1 fields
6:05 once you've done all this click Save
6:16 you
6:24 once we have done that we're now ready
6:26 to test go to an account record that has
6:30 multiple contacts and update its address
6:35 when you're finished updating click Save
6:38 wait for the saving to finish and then
6:42 click on any of the contacts on the
6:44 right hand side we will see that in this
6:46 contact the address has been updated to
6:49 match this has been an or 52 video if
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