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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