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

Scenario Overview

In this scenario, the business requirement from the customer was to connect a Competitor to a parent Account when one was added to a Contact on that Account.

For this example, we will assume that you have already created your N:N relationships between the Competitor, Contact and Account entities.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • We create a formula of type N:N Associate on the Contact entity
  • We use an if statement to only trigger the additional association if it matches the association name we want
  • Then it associates the account to the competitor using the GetAssociationRelatedEntityReferenceId() function

View this article in full on our support portal