A new knowledge base article has been published on our support portal.
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.
N52 Formula Manager Solution
The Formula Manager 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.