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In your business, you may need to restore information that has been changed.
In this scenario, we are required to revert the phone numbers of all Account entities back to their values from 7 days ago.
This can be done using auditing and some North52 formula.
Note : In the real world, we actually scheduled this formula to fire over the course of a couple of nights to allow for the high workload. We removed this part for simplification.
N52 Formula Manager Solution
The Formula Manager solution works like this:
- A formula of type Process Genie will be triggered by a Quick Button on the Account entity
- The formula will gather the auditing values of the Account entity from the last 7 days
- It will then read the telephone number from 7 days ago and update the Account record with it
Note : For this formula to work, you will need to have auditing turned on for the Account record.
Please see Microsoft online articles for instruction on how to do this.