Select Page

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

Scenario Overview

In this scenario when a Task is created in the system we need to find the latest note that is associated with the regarding field & place it into the description field on the Task record.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • A formula is created which executes on the create of a Task
  • The formula first checks to see if the regarding field has been set
  • If so it retrieves the fetch-xml & executes it to get a recordset 
  • We then retrieve from the first row of the recordset the notetext field
  • This field is then placed into the description field of the Task

View this article in full on our support portal