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Scenario Overview

In this scenario the business requirement is to prevent notes being changed or updated on a Case after it has been closed. New notes can be added, but old notes cannot be updated.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • Formula of type Validation is created on the Note entity
  • Event is set to ‘Update’ (formula will only trigger on updates, not on newly created notes)
  • Source Property is set to ‘All Properties’

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