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A new knowledge base article has been published on our support portal.

Scenario Overview

In this scenario our business requirement is that when a user in on the contact entity and changes the parent account (Company) field then all the Contact Preferences details from the new parent account needs to be copied down to the contact.

[Change the Company field on the form (i.e. onChange event invoked)]

[Then all the Contact Preferences from the new Company are copied down to the Contact record.]

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • We create a client-side only formula that fires for just when the Company Name lookup field changes
  • The formula itself retrieves all the contact preferences associated via the Company Name (i.e. parentcustomerid) field on the contact entity
  • It then matches & sets each of the field names & values                     

View this article in full on our support portal