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

Scenario Overview

In this scenario we are required to make a simple CSV list of all Product Line items associated with an Opportunitywhenever the Topic field is changed or whenever a Quick Button is clicked. We will save this list into the Description field for simplicity in this example.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • A formula of type ’Save – Perform Action’ is created which triggers off both changes to a field Topic and clicking a Quick Button 
  • This formula creates a CSV list of all the Opportunity Products as a string variable
  • The formula then saves this variable to the Opportunity entity’s Description field 

View this article in full on our support portal