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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 sets a boolean field ‘Credit Check Contacts’ to true on the Account record it will execute a workflow on each active associated contact record.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • A formula is created which executes whenever the ‘Credit Check Contacts’ field changes
  • The formula first checks to see if the field is set to true
  • If so it retrieves all the related active contacts 
  • It loops over the contacts & executes the ‘ProcessCreditCheck’ workflow for each contact

View this article in full on our support portal