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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