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In this scenario every time the Primary Contact is changed on an Account, we wish for that Primary Contact’s name to be saved to the Account’s Description field. The function FindValueQuickName provides an easy way to do this.
N52 Formula Manager Solution
The Formula Manager solution works like this:
- A formula of type ‘Save-Perform Action’ is created that triggers on create or updating of the Account entity’s Primary Contact
- The formula takes the new Contact’s Name field and saves it to the Account Description field.