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

Scenario Overview

In this business scenario the end user wants to create a Task record in CRM and set the end date for that task as the end of the calendar month. We created this using a workflow called Generate FollowUp Task that would:

  • Create the Task record
  • Use the Process Genie to set the end date on the task

Note : This is an example of how to “context switch” in a Process Genie by using the Primary Entity ID parameter of the Process Genie workflow step.

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • A formula of type Process Genie is created so it can execute as a step within a workflow
  • When it reaches the Process Genie step in the workflow it will execute the formula, switching the context from the Account entity to the Task entity
  • The Formula first retrieves today’s date and then gets the last day of the month
  • Next the Formula updates the Scheduled End date for the Task that was created as part of the workflow

View this article in full on our support portal