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

Scenario Overview

In this scenario the business requirement is that when a user opens an Account record we need to check if the Send Marketing materials field has been set to ‘Yes’ & if so start a dialog process so the user can send out the marketing materials.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • The formula executes in the  OnLoad() event of the form 
  • It checks to see if we should start the dialog process
  • If so it starts the process
  • At the end of the process it resets the Send Marketing field so it won’t execute the Dialog the next time the record opens

View this article in full on our support portal