A new knowledge base article has been published on our support portal.
In this scenario when an Appointment is created and the regarding object is of type Lead whose status reason is ‘New’ we want to change this status reason to ‘Meeting Arranged’.
N52 Formula Manager Solution
The Formula Manager solution works like this,
- A formula of type ‘Save Perform Action’ is created
- It is configured so that each time an appointment is created it will execute
- It checks to ensure its regarding object type is Lead and its status reason is ‘New’
- If the conditions are met it will set the Lead status to a custom status of ‘Meeting Arranged’