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